IYT vs PKW
Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed IYT, delivering a return of +11.2% compared to +7.9%
IYT vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYT
$2.30B
PKW
$2.30B
Expense Ratio
Winner
IYT
0.38%
PKW
0.62%
Max Drawdown
IYT
60.74%
Winner
PKW
55.28%
Sharpe Ratio
IYT
1.13
Winner
PKW
1.20
5Y Beta
IYT
1.00
Winner
PKW
0.82
P/E Ratio
IYT
25.26
Winner
PKW
17.52
Forward P/E
IYT
21.11
Winner
PKW
12.61
PEG Ratio
IYT
0.52
PKW
N/A
5Y Dividends CAGR
Winner
IYT
10.92%
PKW
4.77%
5Y EPS CAGR
IYT
1.77%
Winner
PKW
16.02%
Debt to Equity
IYT
17.16%
PKW
N/A
P/S Ratio
IYT
1.47
Winner
PKW
1.39
P/B Ratio
IYT
4.50
Winner
PKW
2.42
IYT vs PKW - Holdings Comparison
IYT and PKW have 6 common holdings. Overlap is 0.79%
IYT's top 25 holdings weight is 94.90%. PKW's top 25 holdings weight is 57.49%.
| Rank | IYT | PKW |
|---|---|---|
| #1 | UNION PACIFIC CORP (UNP) - 16.72% | CHARLES SCHWAB CORP (SCHW) - 5.36% |
| #2 | UBER TECHNOLOGIES INC (UBER) - 14.00% | BANK OF AMERICA CORP (BAC) - 5.09% |
| #3 | CSX CORP (CSX) - 8.91% | SALESFORCE INC (CRM) - 4.98% |
| #4 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 6.03% | WELLS FARGO & CO (WFC) - 4.94% |
| #5 | UNITED AIRLINES HOLDINGS INC (UAL) - 4.68% | CITIGROUP INC (C) - 4.51% |
| #6 | DELTA AIR LINES INC (DAL) - 4.68% | ADOBE INC (ADBE) - 3.28% |
| #7 | NORFOLK SOUTHERN CORP (NSC) - 4.54% | n/a (JCI) - 3.19% |
| #8 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.21% | VALERO ENERGY CORP (VLO) - 2.73% |
| #9 | FEDEX CORP (FDX) - 4.18% | MARATHON PETROLEUM CORP (MPC) - 2.64% |
| #10 | XPO INC (XPO) - 3.09% | THE TRAVELERS COMPANIES INC (TRV) - 2.59% |
| #11 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.02% | GENERAL MOTORS CO (GM) - 2.59% |
| #12 | SOUTHWEST AIRLINES CO (LUV) - 2.91% | HCA HEALTHCARE INC (HCA) - 2.29% |
| #13 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.86% | AFLAC INC (AFL) - 1.96% |
| #14 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 2.68% | CHENIERE ENERGY INC (LNG) - 1.86% |
| #15 | FEDEX FREIGHT HOLDING CO INC (FDXF) - 2.00% | PAYPAL HOLDINGS INC (PYPL) - 1.76% |
| #16 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 1.53% | AMERIPRISE FINANCIAL INC (AMP) - 1.51% |
| #17 | SAIA INC (SAIA) - 1.42% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.29% |
| #18 | RYDER SYSTEM INC (R) - 1.30% | MSCI INC (MSCI) - 1.25% |
| #19 | AMERICAN AIRLINES GROUP INC (AAL) - 1.24% | EXPEDIA GROUP INC (EXPE) - 1.10% |
| #20 | KIRBY CORP (KEX) - 0.97% | D.R. HORTON INC (DHI) - 1.05% |
| #21 | LANDSTAR SYSTEM INC (LSTR) - 0.89% | APTIV PLC (APTV) - 0.32% |
| #22 | MATSON INC (MATX) - 0.81% | MGM RESORTS INTERNATIONAL (MGM) - 0.31% |
| #23 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 0.76% | AFFILIATED MANAGERS GROUP INC (AMG) - 0.30% |
| #24 | GXO LOGISTICS INC (GXO) - 0.76% | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 0.30% |
| #25 | LYFT INC CLASS A (LYFT) - 0.71% | MAPLEBEAR INC (CART) - 0.29% |
| Total Holdings | 46 | 249 |
IYT vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
IYT
+0.07%
Winner
PKW
+4.15%
3M
IYT
+8.19%
Winner
PKW
+8.92%
6M
IYT
+6.58%
Winner
PKW
+7.31%
1Y
Winner
IYT
+28.18%
PKW
+20.69%
5Y(CAGR)
IYT
+7.95%
Winner
PKW
+11.17%
10Y(CAGR)
IYT
+10.74%
Winner
PKW
+13.49%
Max(CAGR)
IYT
+10.04%
Winner
PKW
+10.71%
IYT vs PKW - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | IYT | PKW |
|---|---|---|
| 2026 | +16.43% | +10.51% |
| 2025 | +11.31% | +17.82% |
| 2024 | +5.73% | +16.80% |
| 2023 | +24.39% | +17.54% |
| 2022 | -21.53% | -10.32% |
| 2021 | +29.04% | +34.49% |
| 2020 | +13.28% | +7.44% |
| 2019 | +19.79% | +33.50% |
| 2018 | -14.39% | -11.24% |
| 2017 | +19.19% | +17.10% |
| 2016 | +24.73% | +14.54% |
| 2015 | -16.53% | -4.08% |
| 2014 | +27.11% | +13.67% |
| 2013 | +37.81% | +42.23% |
| 2012 | +5.62% | +12.86% |
| 2011 | -2.74% | +8.67% |
| 2010 | +25.96% | +16.47% |
| 2009 | +15.30% | +29.66% |
| 2008 | -19.47% | -32.24% |
| 2007 | -1.63% | -1.83% |
| 2006 | +8.95% | -0.20% |
| 2005 | +12.25% | N/A |
| 2004 | +26.77% | N/A |
| 2003 | +6.74% | N/A |
IYT vs PKW Drawdown Comparison
The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current IYT drawdown is -3.09%. The current PKW drawdown is -0.33%.
| Rank | IYT | PKW |
|---|---|---|
| #1 | -60.39% Jun 5, 2008 - Jan 13, 2011 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -41.27% Sep 14, 2018 - Sep 2, 2020 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -29.15% Jan 4, 2022 - Feb 8, 2024 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -28.16% Jul 7, 2011 - Jan 10, 2013 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -27.26% Dec 29, 2014 - Nov 23, 2016 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -26.35% Nov 25, 2024 - Dec 3, 2025 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -23.74% Jul 19, 2007 - May 30, 2008 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -17.06% May 9, 2006 - Feb 1, 2007 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -12.87% Mar 21, 2024 - Oct 11, 2024 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -12.43% Mar 7, 2005 - Nov 2, 2005 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -12.42% May 7, 2021 - Nov 5, 2021 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -12.09% Feb 20, 2026 - Apr 20, 2026 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -11.10% Sep 18, 2014 - Oct 28, 2014 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -11.08% Jan 12, 2018 - Aug 20, 2018 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -10.49% Jan 22, 2004 - Jun 8, 2004 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between IYT and PKW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2003 - 2026)
IYT vs PKW dividend yield comparison.
| Year | IYT | PKW |
|---|---|---|
| 2026 | 0.48% | 0.32% |
| 2025 | 1.00% | 0.99% |
| 2024 | 1.08% | 0.86% |
| 2023 | 1.26% | 1.17% |
| 2022 | 1.40% | 1.22% |
| 2021 | 0.77% | 0.72% |
| 2020 | 0.93% | 1.48% |
| 2019 | 1.29% | 1.30% |
| 2018 | 1.35% | 1.30% |
| 2017 | 0.92% | 0.65% |
| 2016 | 0.96% | 1.59% |
| 2015 | 1.28% | 1.14% |
| 2014 | 0.70% | 1.03% |
| 2013 | 0.86% | 0.62% |
| 2012 | 1.11% | 1.25% |
| 2011 | 1.52% | 0.85% |
| 2010 | 1.16% | 0.30% |
| 2009 | 1.53% | 1.29% |
| 2008 | 1.32% | 1.58% |
| 2007 | 1.12% | 0.27% |
| 2006 | 0.50% | 0.00% |
| 2005 | 0.58% | 0.00% |
| 2004 | 0.42% | 0.00% |
| 2003 | 0.70% | 0.00% |
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