LONZ vs IPKW
Comparison between PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF) and INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW, ETF).
LONZ vs IPKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LONZ
$535M
Winner
IPKW
$535M
Expense Ratio
LONZ
0.63%
Winner
IPKW
0.55%
Max Drawdown
Winner
LONZ
6.03%
IPKW
50.31%
Sharpe Ratio
LONZ
0.69
Winner
IPKW
1.27
5Y Beta
Winner
LONZ
0.10
IPKW
0.72
5Y Dividends CAGR
LONZ
N/A
IPKW
26.91%
LONZ vs IPKW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LONZ
+0.06%
IPKW
-0.94%
3M
LONZ
+2.15%
Winner
IPKW
+4.66%
6M
LONZ
+1.26%
Winner
IPKW
+7.65%
1Y
LONZ
+5.47%
Winner
IPKW
+22.63%
5Y(CAGR)
LONZ
+7.40%
Winner
IPKW
+9.12%
10Y(CAGR)
LONZ
N/A
IPKW
+11.79%
Max(CAGR)
LONZ
+7.40%
Winner
IPKW
+10.25%
LONZ vs IPKW - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LONZ | IPKW |
|---|---|---|
| 2026 | +1.66% | +4.25% |
| 2025 | +5.09% | +46.10% |
| 2024 | +9.42% | +11.33% |
| 2023 | +12.26% | +15.49% |
| 2022 | +0.79% | -13.61% |
| 2021 | N/A | +11.57% |
| 2020 | N/A | +15.28% |
| 2019 | N/A | +19.76% |
| 2018 | N/A | -21.98% |
| 2017 | N/A | +33.30% |
| 2016 | N/A | +13.54% |
| 2015 | N/A | +7.30% |
| 2014 | N/A | -0.62% |
LONZ vs IPKW Drawdown Comparison
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The maximum drawdown for IPKW was -47.21%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.
The current LONZ drawdown is -0.13%. The current IPKW drawdown is -3.00%.
| Rank | LONZ | IPKW |
|---|---|---|
| #1 | -4.19% Feb 14, 2025 - May 12, 2025 | -47.21% Jan 26, 2018 - Dec 2, 2020 |
| #2 | -4.05% Aug 12, 2022 - Jan 6, 2023 | -33.13% Jun 7, 2021 - May 14, 2024 |
| #3 | -3.91% Jun 9, 2022 - Aug 5, 2022 | -19.10% May 15, 2015 - Apr 19, 2016 |
| #4 | -2.03% Dec 26, 2025 - Apr 17, 2026 | -17.78% Mar 19, 2025 - May 16, 2025 |
| #5 | -2.03% Mar 8, 2023 - Apr 17, 2023 | -13.05% Apr 20, 2016 - Sep 6, 2016 |
| #6 | -1.41% Jul 23, 2024 - Aug 28, 2024 | -12.29% Jul 3, 2014 - Mar 19, 2015 |
| #7 | -0.70% Oct 16, 2023 - Nov 6, 2023 | -9.14% Feb 9, 2026 - May 6, 2026 |
| #8 | -0.69% Jan 19, 2024 - Feb 14, 2024 | -8.01% Oct 7, 2024 - Feb 6, 2025 |
| #9 | -0.57% Oct 7, 2025 - Oct 27, 2025 | -7.53% Jul 17, 2024 - Aug 19, 2024 |
| #10 | -0.54% Sep 28, 2023 - Oct 12, 2023 | -6.36% Sep 22, 2016 - Jan 4, 2017 |
| #11 | -0.52% Dec 16, 2024 - Dec 31, 2024 | -5.62% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -0.44% Feb 14, 2023 - Mar 3, 2023 | -5.08% Mar 6, 2014 - May 12, 2014 |
| #13 | -0.39% Jun 2, 2026 - Jun 5, 2026 | -5.06% May 6, 2026 - Jun 10, 2026 |
| #14 | -0.38% Jan 23, 2025 - Feb 14, 2025 | -4.99% Jan 21, 2021 - Feb 8, 2021 |
| #15 | -0.34% May 14, 2026 - Jun 1, 2026 | -4.71% May 7, 2021 - May 27, 2021 |
Correlation
Correlation between LONZ and IPKW is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2014 - 2026)
LONZ vs IPKW dividend yield comparison.
| Year | LONZ | IPKW |
|---|---|---|
| 2026 | 3.80% | 0.98% |
| 2025 | 6.60% | 3.55% |
| 2024 | 8.16% | 4.12% |
| 2023 | 8.29% | 2.66% |
| 2022 | 3.33% | 3.77% |
| 2021 | 0.00% | 7.37% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 2.41% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.41% |
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