PKB vs SIZE
Comparison between INVESCO BUILDING & CONSTRUCTION ETF (PKB, ETF) and ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF).
5-Year PerformancePKB has outperformed SIZE, delivering a return of +14.0% compared to +8.1%
PKB vs SIZE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PKB
$430M
SIZE
$429M
Expense Ratio
PKB
0.57%
Winner
SIZE
0.15%
Max Drawdown
PKB
65.25%
Winner
SIZE
39.15%
Sharpe Ratio
PKB
0.22
Winner
SIZE
0.98
5Y Beta
PKB
1.16
Winner
SIZE
0.86
P/E Ratio
PKB
27.70
Winner
SIZE
24.18
Forward P/E
PKB
21.67
Winner
SIZE
17.94
PEG Ratio
PKB
0.72
SIZE
N/A
5Y Dividends CAGR
PKB
9.15%
Winner
SIZE
9.56%
5Y EPS CAGR
Winner
PKB
15.19%
SIZE
12.62%
Debt to Equity
PKB
34.02%
Winner
SIZE
16.11%
P/S Ratio
PKB
2.09
Winner
SIZE
2.06
P/B Ratio
PKB
3.54
Winner
SIZE
3.34
PKB vs SIZE - Holdings Comparison
PKB and SIZE have 8 common holdings. Overlap is 1.23%
PKB's top 25 holdings weight is 91.42%. SIZE's top 25 holdings weight is 7.00%.
| Rank | PKB | SIZE |
|---|---|---|
| #1 | THE HOME DEPOT INC (HD) - 5.70% | ATLASSIAN CORP CLASS A (TEAM) - 0.36% |
| #2 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 5.32% | EQUITY RESIDENTIAL (VMRK) - 0.35% |
| #3 | VULCAN MATERIALS CO (VMC) - 5.29% | SHARKNINJA INC (SN) - 0.33% |
| #4 | MARTIN MARIETTA MATERIALS INC (MLM) - 4.91% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.33% |
| #5 | EMCOR GROUP INC (EME) - 4.82% | n/a (DELL) - 0.31% |
| #6 | CRH PLC (CRH) - 4.77% | OKTA INC CLASS A (OKTA) - 0.30% |
| #7 | COMFORT SYSTEMS USA INC (FIX) - 4.63% | NATERA INC (NTRA) - 0.30% |
| #8 | AMRIZE LTD REGISTERED SHARE (n/a) - 4.54% | AXON ENTERPRISE INC (AXON) - 0.29% |
| #9 | JAMES HARDIE INDUSTRIES PLC (JHX) - 3.95% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.29% |
| #10 | INTERFACE INC (TILE) - 3.76% | NETAPP INC (NTAP) - 0.29% |
| #11 | CHAMPION HOMES INC (SKY) - 3.62% | TOAST INC CLASS A (TOST) - 0.28% |
| #12 | LGI HOMES INC (LGIH) - 3.57% | BEST BUY CO INC (BBY) - 0.28% |
| #13 | TUTOR PERINI CORP (TPC) - 3.40% | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.28% |
| #14 | UNITED STATES LIME & MINERALS INC (USLM) - 3.06% | DOLLAR TREE INC (DLTR) - 0.27% |
| #15 | TOLL BROTHERS INC (TOL) - 3.02% | WORKDAY INC CLASS A (WDAY) - 0.27% |
| #16 | LOUISIANA-PACIFIC CORP (LPX) - 2.90% | GENUINE PARTS CO (GPC) - 0.27% |
| #17 | SIMPSON MANUFACTURING CO INC (SSD) - 2.86% | EXPEDIA GROUP INC (EXPE) - 0.27% |
| #18 | API GROUP CORP (APG) - 2.82% | EVERPURE INC CLASS A (P) - 0.27% |
| #19 | IES HOLDINGS INC (IESC) - 2.81% | HP INC (HPQ) - 0.26% |
| #20 | EAGLE MATERIALS INC (EXP) - 2.80% | ILLUMINA INC (ILMN) - 0.26% |
| #21 | TITAN AMERICA SA (TTAM) - 2.71% | THE COOPER COMPANIES INC (COO) - 0.23% |
| #22 | GRANITE CONSTRUCTION INC (GVA) - 2.65% | COREBRIDGE FINANCIAL INC (CRBG) - 0.23% |
| #23 | VALMONT INDUSTRIES INC (VMI) - 2.57% | BOOKING HOLDINGS INC (BKNG) - 0.23% |
| #24 | KNIFE RIVER CORP (KNF) - 2.47% | BECTON DICKINSON & CO (BDX) - 0.23% |
| #25 | NPK INTERNATIONAL INC (NPKI) - 2.47% | AVERY DENNISON CORP (AVY) - 0.22% |
| Total Holdings | 32 | 489 |
PKB vs SIZE - Historical Returns
Returns include dividend reinvestment.
1M
PKB
-3.56%
Winner
SIZE
+1.55%
3M
PKB
-7.03%
Winner
SIZE
+5.05%
6M
PKB
-9.71%
Winner
SIZE
+9.25%
1Y
PKB
+6.04%
Winner
SIZE
+16.46%
5Y(CAGR)
Winner
PKB
+13.99%
SIZE
+8.11%
10Y(CAGR)
Winner
PKB
+14.29%
SIZE
+11.87%
Max(CAGR)
PKB
+9.88%
Winner
SIZE
+12.09%
PKB vs SIZE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PKB | SIZE |
|---|---|---|
| 2026 | +3.27% | +13.67% |
| 2025 | +22.85% | +10.84% |
| 2024 | +22.09% | +14.77% |
| 2023 | +54.17% | +18.03% |
| 2022 | -23.89% | -15.76% |
| 2021 | +35.26% | +27.05% |
| 2020 | +24.01% | +15.82% |
| 2019 | +39.80% | +29.23% |
| 2018 | -31.46% | -6.57% |
| 2017 | +23.39% | +18.56% |
| 2016 | +20.26% | +15.89% |
| 2015 | +11.08% | +1.92% |
| 2014 | -2.31% | +16.07% |
| 2013 | +26.04% | +16.41% |
| 2012 | +43.79% | N/A |
| 2011 | -8.56% | N/A |
| 2010 | +13.77% | N/A |
| 2009 | -1.10% | N/A |
| 2008 | -34.03% | N/A |
| 2007 | +12.62% | N/A |
| 2006 | -0.94% | N/A |
| 2005 | +6.19% | N/A |
PKB vs SIZE Drawdown Comparison
The maximum drawdown for PKB was -65.21%, occurring on Mar 9, 2009. Recovery took 1423 trading sessions.
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current PKB drawdown is -14.01%. The current SIZE drawdown is -1.65%.
| Rank | PKB | SIZE |
|---|---|---|
| #1 | -65.21% Jul 19, 2007 - Mar 14, 2013 | -39.15% Feb 20, 2020 - Oct 12, 2020 |
| #2 | -52.29% Feb 20, 2020 - Oct 2, 2020 | -24.01% Nov 16, 2021 - Feb 15, 2024 |
| #3 | -37.73% Jan 23, 2018 - Jan 23, 2020 | -18.71% Nov 29, 2024 - Jul 3, 2025 |
| #4 | -34.84% Dec 31, 2021 - Jun 30, 2023 | -18.66% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -29.75% Nov 25, 2024 - Aug 7, 2025 | -12.77% Aug 17, 2015 - Apr 1, 2016 |
| #6 | -26.86% Apr 19, 2006 - Apr 20, 2007 | -7.97% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -21.48% Dec 1, 2015 - Apr 13, 2016 | -7.70% Jan 26, 2018 - Aug 17, 2018 |
| #8 | -18.31% Aug 8, 2023 - Dec 7, 2023 | -7.11% Jul 24, 2019 - Nov 1, 2019 |
| #9 | -18.04% Mar 7, 2014 - Mar 20, 2015 | -6.97% Sep 8, 2014 - Oct 30, 2014 |
| #10 | -15.41% Feb 20, 2026 - May 6, 2026 | -6.92% Apr 30, 2019 - Jun 20, 2019 |
| #11 | -14.46% Jun 25, 2026 - Jul 29, 2026 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -13.37% May 7, 2021 - Nov 22, 2021 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -13.04% Aug 18, 2015 - Nov 25, 2015 | -6.03% Jul 16, 2024 - Aug 19, 2024 |
| #14 | -12.70% Jul 18, 2016 - Nov 15, 2016 | -5.71% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -12.21% May 17, 2013 - Oct 22, 2013 | -5.50% May 21, 2013 - Jul 22, 2013 |
Correlation
Correlation between PKB and SIZE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
PKB vs SIZE dividend yield comparison.
| Year | PKB | SIZE |
|---|---|---|
| 2026 | 0.14% | 0.58% |
| 2025 | 0.14% | 1.50% |
| 2024 | 0.23% | 1.53% |
| 2023 | 0.33% | 1.42% |
| 2022 | 0.43% | 1.59% |
| 2021 | 0.25% | 1.19% |
| 2020 | 0.30% | 1.43% |
| 2019 | 0.37% | 1.35% |
| 2018 | 0.54% | 2.43% |
| 2017 | 0.17% | 1.58% |
| 2016 | 0.31% | 1.88% |
| 2015 | 0.11% | 1.95% |
| 2014 | 0.10% | 1.78% |
| 2013 | 0.00% | 1.41% |
| 2012 | 0.53% | 0.00% |
| 2011 | 0.13% | 0.00% |
| 2010 | 6.00% | 0.00% |
| 2009 | 0.13% | 0.00% |
| 2008 | 0.19% | 0.00% |
| 2007 | 0.11% | 0.00% |
| 2006 | 0.02% | 0.00% |
| 2005 | 0.04% | 0.00% |
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