MTBA vs PKW

Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).

MTBA vs PKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MTBA(ETF)	PKW(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.15%	0.62%
Max Drawdown	6.22%	55.28%
Sharpe Ratio	0.27	0.96
5Y Beta	0.04	0.82
P/E Ratio	N/A	16.85
Forward P/E	N/A	11.33
5Y Dividends CAGR	N/A	4.77%
5Y EPS CAGR	N/A	9.74%
Debt to Equity	N/A	56.08%
P/S Ratio	N/A	1.18
P/B Ratio	N/A	2.29

Net Assets

MTBA

$1.60B

PKW

$1.60B

Expense Ratio

Winner

MTBA

0.15%

PKW

0.62%

Max Drawdown

Winner

MTBA

6.22%

PKW

55.28%

Sharpe Ratio

MTBA

0.27

Winner

PKW

0.96

5Y Beta

Winner

MTBA

0.04

PKW

0.82

P/E Ratio

MTBA

N/A

PKW

16.85

Forward P/E

MTBA

N/A

PKW

11.33

5Y Dividends CAGR

MTBA

N/A

PKW

4.77%

5Y EPS CAGR

MTBA

N/A

PKW

9.74%

Debt to Equity

MTBA

N/A

PKW

56.08%

P/S Ratio

MTBA

N/A

PKW

1.18

P/B Ratio

MTBA

N/A

PKW

2.29

MTBA vs PKW - Historical Returns

Returns include dividend reinvestment.

Period	MTBA	PKW
1 month	+0.59%	+2.07%
3 months	+0.57%	+6.04%
6 months	+0.10%	+2.72%
1 year	+4.42%	+16.22%
5 years(CAGR)	N/A	+10.43%
10 years(CAGR)	N/A	+13.03%
Max(CAGR)	+5.05%	+10.37%

MTBA

+0.59%

Winner

PKW

+2.07%

MTBA

+0.57%

Winner

PKW

+6.04%

MTBA

+0.10%

Winner

PKW

+2.72%

MTBA

+4.42%

Winner

PKW

+16.22%

5Y(CAGR)

MTBA

N/A

PKW

+10.43%

10Y(CAGR)

MTBA

N/A

PKW

+13.03%

Max(CAGR)

MTBA

+5.05%

Winner

PKW

+10.37%

MTBA vs PKW - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	MTBA	PKW
2026	-0.07%	+2.86%
2025	+7.65%	+17.82%
2024	+2.47%	+16.80%
2023	+3.64%	+17.54%
2022	N/A	-10.32%
2021	N/A	+34.49%
2020	N/A	+7.44%
2019	N/A	+33.50%
2018	N/A	-11.24%
2017	N/A	+17.10%
2016	N/A	+14.54%
2015	N/A	-4.08%
2014	N/A	+13.67%
2013	N/A	+42.23%
2012	N/A	+12.86%
2011	N/A	+8.67%
2010	N/A	+16.47%
2009	N/A	+29.66%
2008	N/A	-32.24%
2007	N/A	-1.83%
2006	N/A	-0.20%

MTBA vs PKW Drawdown Comparison

The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.

The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.

The current MTBA drawdown is -1.44%. The current PKW drawdown is -0.87%.

Rank	MTBA	PKW
#1	-3.48% Sep 16, 2024 - Apr 1, 2025	-54.59% Jun 4, 2007 - Feb 16, 2011
#2	-2.81% Feb 27, 2026 - May 19, 2026	-40.91% Jan 17, 2020 - Nov 24, 2020
#3	-2.55% Feb 1, 2024 - Jun 5, 2024	-23.51% Nov 5, 2021 - Dec 13, 2023
#4	-1.82% Apr 4, 2025 - Jun 23, 2025	-21.23% Jan 26, 2018 - Apr 16, 2019
#5	-1.10% Dec 27, 2023 - Feb 1, 2024	-20.91% Nov 29, 2024 - Jul 1, 2025
#6	-0.93% Jun 21, 2024 - Jul 9, 2024	-20.18% Feb 24, 2015 - Nov 14, 2016
#7	-0.70% Jun 30, 2025 - Jul 29, 2025	-17.67% May 12, 2011 - Jan 18, 2012
#8	-0.61% Jun 6, 2024 - Jun 12, 2024	-8.99% May 1, 2012 - Aug 16, 2012
#9	-0.56% Dec 6, 2023 - Dec 13, 2023	-8.93% May 3, 2019 - Jul 3, 2019
#10	-0.54% Nov 8, 2023 - Nov 14, 2023	-8.49% Sep 18, 2014 - Nov 6, 2014
#11	-0.50% Sep 15, 2025 - Oct 13, 2025	-7.86% Feb 18, 2026 - Apr 17, 2026
#12	-0.43% Jul 16, 2024 - Jul 29, 2024	-7.72% Jul 24, 2019 - Oct 24, 2019
#13	-0.43% Aug 2, 2024 - Aug 20, 2024	-7.34% Dec 31, 2013 - Feb 26, 2014
#14	-0.42% Oct 28, 2025 - Nov 21, 2025	-6.79% Oct 27, 2025 - Dec 11, 2025
#15	-0.35% Nov 28, 2025 - Dec 17, 2025	-6.41% Feb 22, 2007 - Apr 18, 2007

Correlation

Correlation between MTBA and PKW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2007 - 2026)

MTBA vs PKW dividend yield comparison.

Year	MTBA	PKW
2026	2.48%	0.34%
2025	5.98%	0.99%
2024	6.03%	0.86%
2023	0.48%	1.17%
2022	0.00%	1.22%
2021	0.00%	0.72%
2020	0.00%	1.48%
2019	0.00%	1.30%
2018	0.00%	1.30%
2017	0.00%	0.65%
2016	0.00%	1.59%
2015	0.00%	1.14%
2014	0.00%	1.03%
2013	0.00%	0.62%
2012	0.00%	1.25%
2011	0.00%	0.85%
2010	0.00%	0.30%
2009	0.00%	1.29%
2008	0.00%	1.58%
2007	0.00%	0.27%