PKW vs FUTY
Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and FIDELITY MSCI UTILITIES INDEX ETF (FUTY, ETF).
5-Year PerformancePKW has outperformed FUTY, delivering a return of +11.2% compared to +8.4%
PKW vs FUTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PKW
$2.30B
FUTY
$2.30B
Expense Ratio
PKW
0.62%
Winner
FUTY
0.08%
Max Drawdown
PKW
55.28%
Winner
FUTY
37.07%
Sharpe Ratio
Winner
PKW
1.20
FUTY
0.14
5Y Beta
PKW
0.82
Winner
FUTY
0.32
P/E Ratio
Winner
PKW
17.52
FUTY
19.33
Forward P/E
Winner
PKW
12.61
FUTY
18.23
PEG Ratio
PKW
N/A
FUTY
0.71
5Y Dividends CAGR
Winner
PKW
4.77%
FUTY
3.97%
5Y EPS CAGR
Winner
PKW
16.02%
FUTY
12.74%
Debt to Equity
PKW
N/A
FUTY
128.31%
P/S Ratio
Winner
PKW
1.39
FUTY
2.74
P/B Ratio
PKW
2.42
Winner
FUTY
2.21
PKW vs FUTY - Holdings Comparison
PKW and FUTY have 1 common holdings. Overlap is 0.00%
PKW's top 25 holdings weight is 57.49%. FUTY's top 25 holdings weight is 83.06%.
| Rank | PKW | FUTY |
|---|---|---|
| #1 | CHARLES SCHWAB CORP (SCHW) - 5.36% | NEXTERA ENERGY INC (NEE) - 11.74% |
| #2 | BANK OF AMERICA CORP (BAC) - 5.09% | SOUTHERN CO (SO) - 6.78% |
| #3 | SALESFORCE INC (CRM) - 4.98% | DUKE ENERGY CORP (DUK) - 6.28% |
| #4 | WELLS FARGO & CO (WFC) - 4.94% | CONSTELLATION ENERGY CORP (CEG) - 5.17% |
| #5 | CITIGROUP INC (C) - 4.51% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.54% |
| #6 | ADOBE INC (ADBE) - 3.28% | DOMINION ENERGY INC (D) - 3.93% |
| #7 | n/a (JCI) - 3.19% | SEMPRA (SRE) - 3.79% |
| #8 | VALERO ENERGY CORP (VLO) - 2.73% | VISTRA CORP (VST) - 3.52% |
| #9 | MARATHON PETROLEUM CORP (MPC) - 2.64% | ENTERGY CORP (ETR) - 3.29% |
| #10 | THE TRAVELERS COMPANIES INC (TRV) - 2.59% | XCEL ENERGY INC (XEL) - 3.15% |
| #11 | GENERAL MOTORS CO (GM) - 2.59% | EXELON CORP (EXC) - 3.01% |
| #12 | HCA HEALTHCARE INC (HCA) - 2.29% | CONSOLIDATED EDISON INC (ED) - 2.59% |
| #13 | AFLAC INC (AFL) - 1.96% | PG&E CORP (PCG) - 2.47% |
| #14 | CHENIERE ENERGY INC (LNG) - 1.86% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.47% |
| #15 | PAYPAL HOLDINGS INC (PYPL) - 1.76% | WEC ENERGY GROUP INC (WEC) - 2.33% |
| #16 | AMERIPRISE FINANCIAL INC (AMP) - 1.51% | AMEREN CORP (AEE) - 1.95% |
| #17 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.29% | EDISON INTERNATIONAL (EIX) - 1.93% |
| #18 | MSCI INC (MSCI) - 1.25% | DTE ENERGY CO (DTE) - 1.93% |
| #19 | EXPEDIA GROUP INC (EXPE) - 1.10% | ATMOS ENERGY CORP (ATO) - 1.86% |
| #20 | D.R. HORTON INC (DHI) - 1.05% | CENTERPOINT ENERGY INC (CNP) - 1.79% |
| #21 | APTIV PLC (APTV) - 0.32% | EVERSOURCE ENERGY (ES) - 1.76% |
| #22 | MGM RESORTS INTERNATIONAL (MGM) - 0.31% | NRG ENERGY INC (NRG) - 1.72% |
| #23 | AFFILIATED MANAGERS GROUP INC (AMG) - 0.30% | PPL CORP (PPL) - 1.71% |
| #24 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 0.30% | FIRSTENERGY CORP (FE) - 1.70% |
| #25 | MAPLEBEAR INC (CART) - 0.29% | AMERICAN WATER WORKS CO INC (AWK) - 1.65% |
| Total Holdings | 249 | 65 |
PKW vs FUTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PKW
+4.15%
FUTY
-4.26%
3M
Winner
PKW
+8.92%
FUTY
-2.65%
6M
Winner
PKW
+7.31%
FUTY
+1.78%
1Y
Winner
PKW
+20.69%
FUTY
+3.81%
5Y(CAGR)
Winner
PKW
+11.17%
FUTY
+8.39%
10Y(CAGR)
Winner
PKW
+13.49%
FUTY
+8.87%
Max(CAGR)
Winner
PKW
+10.71%
FUTY
+9.92%
PKW vs FUTY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PKW | FUTY |
|---|---|---|
| 2026 | +10.51% | +2.29% |
| 2025 | +17.82% | +15.70% |
| 2024 | +16.80% | +21.56% |
| 2023 | +17.54% | -7.46% |
| 2022 | -10.32% | +2.07% |
| 2021 | +34.49% | +20.30% |
| 2020 | +7.44% | +0.69% |
| 2019 | +33.50% | +27.36% |
| 2018 | -11.24% | +5.26% |
| 2017 | +17.10% | +12.76% |
| 2016 | +14.54% | +17.86% |
| 2015 | -4.08% | -5.03% |
| 2014 | +13.67% | +28.91% |
| 2013 | +42.23% | -0.55% |
| 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 FUTY Drawdown Comparison
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The maximum drawdown for FUTY was -36.38%, occurring on Mar 23, 2020. Recovery took 374 trading sessions.
The current PKW drawdown is -0.33%. The current FUTY drawdown is -7.00%.
| Rank | PKW | FUTY |
|---|---|---|
| #1 | -54.59% Jun 4, 2007 - Feb 16, 2011 | -36.38% Feb 18, 2020 - Aug 11, 2021 |
| #2 | -40.91% Jan 17, 2020 - Nov 24, 2020 | -25.09% Sep 12, 2022 - Aug 1, 2024 |
| #3 | -23.51% Nov 5, 2021 - Dec 13, 2023 | -15.98% Jan 29, 2015 - Mar 8, 2016 |
| #4 | -21.23% Jan 26, 2018 - Apr 16, 2019 | -15.24% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -20.91% Nov 29, 2024 - Jul 1, 2025 | -15.15% Nov 14, 2017 - Oct 9, 2018 |
| #6 | -20.18% Feb 24, 2015 - Nov 14, 2016 | -11.56% Jul 6, 2016 - Feb 28, 2017 |
| #7 | -17.67% May 12, 2011 - Jan 18, 2012 | -10.12% Nov 29, 2024 - May 16, 2025 |
| #8 | -8.99% May 1, 2012 - Aug 16, 2012 | -9.46% Dec 31, 2021 - Mar 24, 2022 |
| #9 | -8.93% May 3, 2019 - Jul 3, 2019 | -9.25% Jun 30, 2014 - Oct 24, 2014 |
| #10 | -8.49% Sep 18, 2014 - Nov 6, 2014 | -8.93% Oct 15, 2025 - Feb 13, 2026 |
| #11 | -7.86% Feb 18, 2026 - Apr 17, 2026 | -8.86% Dec 13, 2018 - Feb 21, 2019 |
| #12 | -7.72% Jul 24, 2019 - Oct 24, 2019 | -8.53% Sep 2, 2021 - Dec 13, 2021 |
| #13 | -7.34% Dec 31, 2013 - Feb 26, 2014 | -8.52% Feb 27, 2026 - Jun 1, 2026 |
| #14 | -6.79% Oct 27, 2025 - Dec 11, 2025 | -6.01% Oct 16, 2024 - Nov 26, 2024 |
| #15 | -6.41% Feb 22, 2007 - Apr 18, 2007 | -5.54% Sep 26, 2019 - Dec 31, 2019 |
Correlation
Correlation between PKW and FUTY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
PKW vs FUTY dividend yield comparison.
| Year | PKW | FUTY |
|---|---|---|
| 2026 | 0.32% | 1.40% |
| 2025 | 0.99% | 2.67% |
| 2024 | 0.86% | 2.96% |
| 2023 | 1.17% | 3.31% |
| 2022 | 1.22% | 2.72% |
| 2021 | 0.72% | 2.70% |
| 2020 | 1.48% | 3.07% |
| 2019 | 1.30% | 2.82% |
| 2018 | 1.30% | 3.11% |
| 2017 | 0.65% | 3.03% |
| 2016 | 1.59% | 3.35% |
| 2015 | 1.14% | 4.33% |
| 2014 | 1.03% | 3.04% |
| 2013 | 0.62% | 0.86% |
| 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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