PKW vs AOM

Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformancePKW has outperformed AOM, delivering a return of +9.7% compared to +4.8%

PKW vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PKW(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.62%	0.15%
Max Drawdown	55.28%	21.59%
Sharpe Ratio	1.28	1.79
5Y Beta	0.84	0.39
P/E Ratio	17.26	N/A
Forward P/E	11.69	N/A
5Y Dividends CAGR	3.68%	14.67%
5Y EPS CAGR	10.03%	N/A
Debt to Equity	35.30%	N/A
P/S Ratio	1.19	N/A
P/B Ratio	2.23	N/A

Net Assets

PKW

$1.60B

Winner

AOM

$1.70B

Expense Ratio

PKW

0.62%

Winner

AOM

0.15%

Max Drawdown

PKW

55.28%

Winner

AOM

21.59%

Sharpe Ratio

PKW

1.28

Winner

AOM

1.79

5Y Beta

PKW

0.84

Winner

AOM

0.39

P/E Ratio

PKW

17.26

AOM

N/A

Forward P/E

PKW

11.69

AOM

N/A

5Y Dividends CAGR

PKW

3.68%

Winner

AOM

14.67%

5Y EPS CAGR

PKW

10.03%

AOM

N/A

Debt to Equity

PKW

35.30%

AOM

N/A

P/S Ratio

PKW

1.19

AOM

N/A

P/B Ratio

PKW

2.23

AOM

N/A

PKW vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	PKW	AOM
1 month	+0.58%	+3.04%
3 months	-1.61%	+2.10%
6 months	+6.07%	+5.81%
1 year	+21.32%	+16.29%
5 years(CAGR)	+9.67%	+4.77%
10 years(CAGR)	+13.10%	+6.32%
Max(CAGR)	+10.35%	+6.75%

PKW

+0.58%

Winner

AOM

+3.04%

PKW

-1.61%

Winner

AOM

+2.10%

Winner

PKW

+6.07%

AOM

+5.81%

Winner

PKW

+21.32%

AOM

+16.29%

5Y(CAGR)

Winner

PKW

+9.67%

AOM

+4.77%

10Y(CAGR)

Winner

PKW

+13.10%

AOM

+6.32%

Max(CAGR)

Winner

PKW

+10.35%

AOM

+6.75%

PKW vs AOM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PKW	AOM
2026	+1.18%	+4.21%
2025	+17.82%	+13.40%
2024	+16.80%	+8.57%
2023	+17.54%	+11.84%
2022	-10.32%	-14.50%
2021	+34.49%	+7.13%
2020	+7.44%	+9.61%
2019	+33.50%	+15.48%
2018	-11.24%	-4.21%
2017	+17.10%	+11.47%
2016	+14.54%	+6.20%
2015	-4.08%	-1.18%
2014	+13.67%	+5.12%
2013	+42.23%	+8.94%
2012	+12.86%	+7.99%
2011	+8.67%	+1.82%
2010	+16.47%	+7.03%
2009	+29.66%	+12.74%
2008	-32.24%	+7.29%
2007	-1.83%	N/A
2006	-0.20%	N/A

PKW vs AOM Drawdown Comparison

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

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The current PKW drawdown is -2.46%.

Rank	PKW	AOM
#1	-54.59% Jun 4, 2007 - Feb 16, 2011	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-40.91% Jan 17, 2020 - Nov 24, 2020	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-23.51% Nov 5, 2021 - Dec 13, 2023	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-21.23% Jan 26, 2018 - Apr 16, 2019	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-20.91% Nov 29, 2024 - Jul 1, 2025	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-20.18% Feb 24, 2015 - Nov 14, 2016	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-17.67% May 12, 2011 - Jan 18, 2012	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-8.99% May 1, 2012 - Aug 16, 2012	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-8.93% May 3, 2019 - Jul 3, 2019	-6.54% Feb 14, 2025 - May 13, 2025
#10	-8.49% Sep 18, 2014 - Nov 6, 2014	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-7.86% Feb 18, 2026 - Apr 17, 2026	-5.27% May 21, 2013 - Sep 18, 2013
#12	-7.72% Jul 24, 2019 - Oct 24, 2019	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-7.34% Dec 31, 2013 - Feb 26, 2014	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-6.79% Oct 27, 2025 - Dec 11, 2025	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-6.41% Feb 22, 2007 - Apr 18, 2007	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between PKW and AOM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2007 - 2026)

PKW vs AOM dividend yield comparison.

Year	PKW	AOM
2026	0.16%	0.63%
2025	0.99%	2.98%
2024	0.86%	3.10%
2023	1.17%	2.79%
2022	1.22%	2.27%
2021	0.72%	1.56%
2020	1.48%	2.02%
2019	1.30%	2.66%
2018	1.30%	2.53%
2017	0.65%	3.31%
2016	1.59%	2.14%
2015	1.14%	1.98%
2014	1.03%	2.08%
2013	0.62%	1.87%
2012	1.25%	2.11%
2011	0.85%	2.33%
2010	0.30%	1.72%
2009	1.29%	2.01%
2008	1.58%	0.58%
2007	0.27%	0.00%