IYK vs PKW
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed IYK, delivering a return of +10.4% compared to +9.1%
IYK vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.60B
PKW
$1.60B
Expense Ratio
Winner
IYK
0.38%
PKW
0.62%
Max Drawdown
Winner
IYK
44.10%
PKW
55.28%
Sharpe Ratio
IYK
0.24
Winner
PKW
0.96
5Y Beta
Winner
IYK
0.11
PKW
0.82
P/E Ratio
IYK
25.39
Winner
PKW
16.85
Forward P/E
IYK
17.64
Winner
PKW
11.33
PEG Ratio
IYK
0.65
PKW
N/A
5Y Dividends CAGR
Winner
IYK
19.15%
PKW
4.77%
5Y EPS CAGR
IYK
8.24%
Winner
PKW
9.74%
Debt to Equity
IYK
135.41%
Winner
PKW
56.08%
P/S Ratio
Winner
IYK
0.96
PKW
1.18
P/B Ratio
IYK
4.51
Winner
PKW
2.29
IYK vs PKW - Holdings Comparison
IYK and PKW have 5 common holdings. Overlap is 1.56%
IYK's top 25 holdings weight is 90.94%. PKW's top 25 holdings weight is 60.10%.
| Rank | IYK | PKW |
|---|---|---|
| #1 | PROCTER & GAMBLE CO (PG) - 13.81% | CITIGROUP INC (C) - 5.53% |
| #2 | COCA-COLA CO (KO) - 12.22% | ADOBE INC (ADBE) - 5.15% |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 11.07% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | PEPSICO INC (PEP) - 7.75% | n/a (JCI) - 4.53% |
| #5 | CVS HEALTH CORP (CVS) - 5.07% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | ALTRIA GROUP INC (MO) - 4.56% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | MCKESSON CORP (MCK) - 3.76% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 3.48% | AFLAC INC (AFL) - 2.71% |
| #9 | COLGATE-PALMOLIVE CO (CL) - 3.21% | EBAY INC (EBAY) - 2.34% |
| #10 | MONSTER BEVERAGE CORP (MNST) - 3.07% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | CORTEVA INC (CTVA) - 2.52% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | CENCORA INC (COR) - 2.32% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | KEURIG DR PEPPER INC (KDP) - 1.92% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | SYSCO CORP (SYY) - 1.82% | JABIL INC (JBL) - 1.73% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.76% | THE KROGER CO (KR) - 1.61% |
| #16 | THE KROGER CO (KR) - 1.72% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | KENVUE INC (KVUE) - 1.64% | FISERV INC (FISV) - 1.56% |
| #18 | KIMBERLY-CLARK CORP (KMB) - 1.62% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | CASEY'S GENERAL STORES INC (CASY) - 1.51% | M&T BANK CORP (MTB) - 1.40% |
| #20 | THE HERSHEY CO (HSY) - 1.23% | TAPESTRY INC (TPR) - 1.33% |
| #21 | CHURCH & DWIGHT CO INC (CHD) - 1.12% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | US FOODS HOLDING CORP (USFD) - 1.01% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | CONSTELLATION BRANDS INC CLASS A (STZ) - 0.95% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | THE KRAFT HEINZ CO (KHC) - 0.95% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | GENERAL MILLS INC (GIS) - 0.85% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 57 | 228 |
IYK vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
IYK
-0.06%
Winner
PKW
+2.07%
3M
IYK
+4.90%
Winner
PKW
+6.04%
6M
Winner
IYK
+9.24%
PKW
+2.72%
1Y
IYK
+5.43%
Winner
PKW
+16.22%
5Y(CAGR)
IYK
+9.11%
Winner
PKW
+10.43%
10Y(CAGR)
IYK
+12.74%
Winner
PKW
+13.03%
Max(CAGR)
Winner
IYK
+12.77%
PKW
+10.37%
IYK vs PKW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYK | PKW |
|---|---|---|
| 2026 | +9.69% | +2.86% |
| 2025 | +5.25% | +17.82% |
| 2024 | +3.60% | +16.80% |
| 2023 | +3.15% | +17.54% |
| 2022 | +8.20% | -10.32% |
| 2021 | +22.12% | +34.49% |
| 2020 | +37.94% | +7.44% |
| 2019 | +34.57% | +33.50% |
| 2018 | -9.20% | -11.24% |
| 2017 | +20.14% | +17.10% |
| 2016 | +12.04% | +14.54% |
| 2015 | +11.00% | -4.08% |
| 2014 | +17.14% | +13.67% |
| 2013 | +31.92% | +42.23% |
| 2012 | +16.91% | +12.86% |
| 2011 | +12.71% | +8.67% |
| 2010 | +23.19% | +16.47% |
| 2009 | +27.13% | +29.66% |
| 2008 | -21.79% | -32.24% |
| 2007 | +13.19% | -1.83% |
| 2006 | +18.07% | -0.20% |
| 2005 | +5.73% | N/A |
| 2004 | +15.00% | N/A |
| 2003 | +21.68% | N/A |
| 2002 | -3.22% | N/A |
| 2001 | +6.00% | N/A |
| 2000 | +6.94% | N/A |
IYK vs PKW Drawdown Comparison
The maximum drawdown for IYK was -39.61%, occurring on Mar 9, 2009. Recovery took 522 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current IYK drawdown is -5.76%. The current PKW drawdown is -0.87%.
| Rank | IYK | PKW |
|---|---|---|
| #1 | -39.61% Dec 10, 2007 - Jan 6, 2010 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -33.19% Feb 20, 2020 - Jul 15, 2020 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -22.37% May 2, 2002 - Nov 3, 2003 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -15.50% Jan 24, 2018 - Mar 29, 2019 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -13.22% Jul 7, 2011 - Dec 23, 2011 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -13.13% Apr 21, 2022 - Nov 30, 2022 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -12.57% Feb 12, 2001 - Aug 24, 2001 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -10.68% Feb 27, 2026 - Apr 21, 2026 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -10.49% Jul 28, 2023 - Jan 2, 2024 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -10.04% Aug 5, 2015 - Oct 16, 2015 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -9.82% Apr 22, 2010 - Sep 15, 2010 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -9.21% Jun 30, 2004 - Dec 2, 2004 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -9.05% Feb 8, 2021 - Apr 6, 2021 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -9.02% Sep 5, 2001 - Nov 6, 2001 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between IYK and PKW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IYK vs PKW dividend yield comparison.
| Year | IYK | PKW |
|---|---|---|
| 2026 | 1.04% | 0.34% |
| 2025 | 2.75% | 0.99% |
| 2024 | 2.63% | 0.86% |
| 2023 | 8.23% | 1.17% |
| 2022 | 6.49% | 1.22% |
| 2021 | 4.46% | 0.72% |
| 2020 | 4.26% | 1.48% |
| 2019 | 6.63% | 1.30% |
| 2018 | 8.43% | 1.30% |
| 2017 | 5.21% | 0.65% |
| 2016 | 7.88% | 1.59% |
| 2015 | 6.34% | 1.14% |
| 2014 | 5.47% | 1.03% |
| 2013 | 5.52% | 0.62% |
| 2012 | 6.71% | 1.25% |
| 2011 | 6.32% | 0.85% |
| 2010 | 6.45% | 0.30% |
| 2009 | 7.24% | 1.29% |
| 2008 | 7.49% | 1.58% |
| 2007 | 5.58% | 0.27% |
| 2006 | 5.65% | 0.00% |
| 2005 | 4.85% | 0.00% |
| 2004 | 4.09% | 0.00% |
| 2003 | 4.16% | 0.00% |
| 2002 | 4.46% | 0.00% |
| 2001 | 3.60% | 0.00% |
| 2000 | 1.73% | 0.00% |
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