PKW vs DFAR
Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
PKW vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PKW
$1.60B
DFAR
$1.60B
Expense Ratio
PKW
0.62%
Winner
DFAR
0.19%
Max Drawdown
PKW
55.28%
Winner
DFAR
34.66%
Sharpe Ratio
Winner
PKW
1.28
DFAR
0.78
5Y Beta
PKW
0.84
Winner
DFAR
0.49
P/E Ratio
Winner
PKW
17.26
DFAR
33.68
Forward P/E
Winner
PKW
11.69
DFAR
33.69
5Y Dividends CAGR
PKW
3.68%
DFAR
N/A
5Y EPS CAGR
Winner
PKW
10.03%
DFAR
8.28%
Debt to Equity
PKW
35.30%
Winner
DFAR
-4.99%
P/S Ratio
Winner
PKW
1.19
DFAR
7.38
P/B Ratio
Winner
PKW
2.23
DFAR
2.54
PKW vs DFAR - Holdings Comparison
PKW and DFAR have 3 common holdings. Overlap is 0.18%
PKW's top 25 holdings weight is 59.74%. DFAR's top 25 holdings weight is 71.39%.
| Rank | PKW | DFAR |
|---|---|---|
| #1 | CITIGROUP INC (C) - 5.50% | WELLTOWER INC (WELL) - 7.40% |
| #2 | n/a (JCI) - 4.57% | PROLOGIS INC (PLD) - 6.97% |
| #3 | WELLS FARGO & CO (WFC) - 4.34% | EQUINIX INC (EQIX) - 5.27% |
| #4 | HCA HEALTHCARE INC (HCA) - 4.24% | AMERICAN TOWER CORP (AMT) - 4.53% |
| #5 | GENERAL MOTORS CO (GM) - 3.64% | DIGITAL REALTY TRUST INC (DLR) - 4.49% |
| #6 | ADOBE INC (ADBE) - 3.34% | SIMON PROPERTY GROUP INC (SPG) - 4.45% |
| #7 | MARATHON PETROLEUM CORP (MPC) - 3.26% | REALTY INCOME CORP (O) - 4.45% |
| #8 | AFLAC INC (AFL) - 2.74% | PUBLIC STORAGE (PSA) - 3.65% |
| #9 | PAYPAL HOLDINGS INC (PYPL) - 2.41% | VENTAS INC (VTR) - 3.35% |
| #10 | EBAY INC (EBAY) - 2.20% | CROWN CASTLE INC (CCI) - 2.94% |
| #11 | ELECTRONIC ARTS INC (EA) - 2.19% | IRON MOUNTAIN INC (IRM) - 2.57% |
| #12 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.16% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.52% |
| #13 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.01% | EXTRA SPACE STORAGE INC (EXR) - 2.36% |
| #14 | THE KROGER CO (KR) - 1.86% | AVALONBAY COMMUNITIES INC (AVB) - 1.95% |
| #15 | FISERV INC (FISV) - 1.71% | EQUITY RESIDENTIAL (EQR) - 1.80% |
| #16 | D.R. HORTON INC (DHI) - 1.62% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.52% |
| #17 | M&T BANK CORP (MTB) - 1.52% | SUN COMMUNITIES INC (SUI) - 1.37% |
| #18 | TAPESTRY INC (TPR) - 1.48% | ESSEX PROPERTY TRUST INC (ESS) - 1.33% |
| #19 | IQVIA HOLDINGS INC (IQV) - 1.46% | KIMCO REALTY CORP (KIM) - 1.32% |
| #20 | JABIL INC (JBL) - 1.45% | W.P. CAREY INC (WPC) - 1.31% |
| #21 | NRG ENERGY INC (NRG) - 1.43% | INVITATION HOMES INC (INVH) - 1.24% |
| #22 | AERCAP HOLDINGS NV (AER) - 1.39% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.22% |
| #23 | SYNCHRONY FINANCIAL (SYF) - 1.14% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.14% |
| #24 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.06% | HOST HOTELS & RESORTS INC (HST) - 1.12% |
| #25 | LOEWS CORP (L) - 1.02% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.12% |
| Total Holdings | 229 | 129 |
PKW vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
PKW
+0.58%
Winner
DFAR
+5.70%
3M
PKW
-1.61%
Winner
DFAR
+7.82%
6M
PKW
+6.07%
Winner
DFAR
+11.99%
1Y
Winner
PKW
+21.32%
DFAR
+14.57%
5Y(CAGR)
Winner
PKW
+9.67%
DFAR
+3.46%
10Y(CAGR)
PKW
+13.10%
DFAR
N/A
Max(CAGR)
Winner
PKW
+10.35%
DFAR
+3.46%
PKW vs DFAR - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PKW | DFAR |
|---|---|---|
| 2026 | +1.18% | +13.46% |
| 2025 | +17.82% | +2.24% |
| 2024 | +16.80% | +4.24% |
| 2023 | +17.54% | +11.20% |
| 2022 | -10.32% | -14.29% |
| 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 DFAR Drawdown Comparison
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current PKW drawdown is -2.46%. The current DFAR drawdown is -0.19%.
| Rank | PKW | DFAR |
|---|---|---|
| #1 | -54.59% Jun 4, 2007 - Feb 16, 2011 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -40.91% Jan 17, 2020 - Nov 24, 2020 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #3 | -23.51% Nov 5, 2021 - Dec 13, 2023 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #4 | -21.23% Jan 26, 2018 - Apr 16, 2019 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #5 | -20.91% Nov 29, 2024 - Jul 1, 2025 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #6 | -20.18% Feb 24, 2015 - Nov 14, 2016 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #7 | -17.67% May 12, 2011 - Jan 18, 2012 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #8 | -8.99% May 1, 2012 - Aug 16, 2012 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #9 | -8.93% May 3, 2019 - Jul 3, 2019 | -0.54% May 6, 2026 - May 7, 2026 |
| #10 | -8.49% Sep 18, 2014 - Nov 6, 2014 | N/A |
| #11 | -7.86% Feb 18, 2026 - Apr 17, 2026 | N/A |
| #12 | -7.72% Jul 24, 2019 - Oct 24, 2019 | N/A |
| #13 | -7.34% Dec 31, 2013 - Feb 26, 2014 | N/A |
| #14 | -6.79% Oct 27, 2025 - Dec 11, 2025 | N/A |
| #15 | -6.41% Feb 22, 2007 - Apr 18, 2007 | N/A |
Correlation
Correlation between PKW and DFAR is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2007 - 2026)
PKW vs DFAR dividend yield comparison.
| Year | PKW | DFAR |
|---|---|---|
| 2026 | 0.16% | 0.16% |
| 2025 | 0.99% | 2.97% |
| 2024 | 0.86% | 2.89% |
| 2023 | 1.17% | 3.06% |
| 2022 | 1.22% | 1.69% |
| 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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