PKW vs CTA
Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
PKW vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PKW
$1.60B
CTA
$1.60B
Expense Ratio
Winner
PKW
0.62%
CTA
0.75%
Max Drawdown
PKW
55.28%
Winner
CTA
22.46%
Sharpe Ratio
Winner
PKW
0.90
CTA
-0.03
5Y Beta
PKW
0.83
Winner
CTA
-0.08
P/E Ratio
PKW
17.08
CTA
N/A
Forward P/E
PKW
11.56
CTA
N/A
5Y Dividends CAGR
PKW
3.68%
CTA
N/A
5Y EPS CAGR
PKW
9.69%
CTA
N/A
Debt to Equity
PKW
51.54%
CTA
N/A
P/S Ratio
PKW
1.21
CTA
N/A
P/B Ratio
PKW
2.30
CTA
N/A
PKW vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PKW
+2.32%
CTA
-14.98%
3M
Winner
PKW
+4.74%
CTA
-9.95%
6M
PKW
+3.01%
Winner
CTA
+3.25%
1Y
Winner
PKW
+16.61%
CTA
+2.60%
5Y(CAGR)
Winner
PKW
+10.23%
CTA
+7.62%
10Y(CAGR)
PKW
+13.15%
CTA
N/A
Max(CAGR)
Winner
PKW
+10.33%
CTA
+7.62%
PKW vs CTA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PKW | CTA |
|---|---|---|
| 2026 | +2.05% | +2.45% |
| 2025 | +17.82% | +0.56% |
| 2024 | +16.80% | +22.54% |
| 2023 | +17.54% | -2.92% |
| 2022 | -10.32% | +9.54% |
| 2021 | +34.49% | N/A |
| 2020 | +7.44% | N/A |
| 2019 | +33.50% | N/A |
| 2018 | -11.24% | N/A |
| 2017 | +17.10% | N/A |
| 2016 | +14.54% | N/A |
| 2015 | -4.08% | N/A |
| 2014 | +13.67% | N/A |
| 2013 | +42.23% | N/A |
| 2012 | +12.86% | N/A |
| 2011 | +8.67% | N/A |
| 2010 | +16.47% | N/A |
| 2009 | +29.66% | N/A |
| 2008 | -32.24% | N/A |
| 2007 | -1.83% | N/A |
| 2006 | -0.20% | N/A |
PKW vs CTA Drawdown Comparison
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The current PKW drawdown is -1.65%. The current CTA drawdown is -16.23%.
| Rank | PKW | CTA |
|---|---|---|
| #1 | -54.59% Jun 4, 2007 - Feb 16, 2011 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #2 | -40.91% Jan 17, 2020 - Nov 24, 2020 | -16.23% May 4, 2026 - Jun 17, 2026 |
| #3 | -23.51% Nov 5, 2021 - Dec 13, 2023 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -21.23% Jan 26, 2018 - Apr 16, 2019 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -20.91% Nov 29, 2024 - Jul 1, 2025 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -20.18% Feb 24, 2015 - Nov 14, 2016 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -17.67% May 12, 2011 - Jan 18, 2012 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -8.99% May 1, 2012 - Aug 16, 2012 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -8.93% May 3, 2019 - Jul 3, 2019 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -8.49% Sep 18, 2014 - Nov 6, 2014 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -7.86% Feb 18, 2026 - Apr 17, 2026 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -7.72% Jul 24, 2019 - Oct 24, 2019 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -7.34% Dec 31, 2013 - Feb 26, 2014 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -6.79% Oct 27, 2025 - Dec 11, 2025 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -6.41% Feb 22, 2007 - Apr 18, 2007 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between PKW and CTA is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
PKW vs CTA dividend yield comparison.
| Year | PKW | CTA |
|---|---|---|
| 2026 | 0.16% | 2.58% |
| 2025 | 0.99% | 3.19% |
| 2024 | 0.86% | 4.80% |
| 2023 | 1.17% | 7.78% |
| 2022 | 1.22% | 6.58% |
| 2021 | 0.72% | 0.00% |
| 2020 | 1.48% | 0.00% |
| 2019 | 1.30% | 0.00% |
| 2018 | 1.30% | 0.00% |
| 2017 | 0.65% | 0.00% |
| 2016 | 1.59% | 0.00% |
| 2015 | 1.14% | 0.00% |
| 2014 | 1.03% | 0.00% |
| 2013 | 0.62% | 0.00% |
| 2012 | 1.25% | 0.00% |
| 2011 | 0.85% | 0.00% |
| 2010 | 0.30% | 0.00% |
| 2009 | 1.29% | 0.00% |
| 2008 | 1.58% | 0.00% |
| 2007 | 0.27% | 0.00% |
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