PKW vs HDEF

Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformanceHDEF has outperformed PKW, delivering a return of +12.2% compared to +11.4%

PKW vs HDEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PKW(ETF)	HDEF(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.62%	0.09%
Max Drawdown	55.28%	38.17%
Sharpe Ratio	1.06	1.17
5Y Beta	0.82	0.39
P/E Ratio	17.08	N/A
Forward P/E	12.63	N/A
5Y Dividends CAGR	4.77%	12.60%
5Y EPS CAGR	17.21%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	2.46	N/A

Net Assets

PKW

$2.30B

HDEF

$2.30B

Expense Ratio

PKW

0.62%

Winner

HDEF

0.09%

Max Drawdown

PKW

55.28%

Winner

HDEF

38.17%

Sharpe Ratio

PKW

1.06

Winner

HDEF

1.17

5Y Beta

PKW

0.82

Winner

HDEF

0.39

P/E Ratio

PKW

17.08

HDEF

N/A

Forward P/E

PKW

12.63

HDEF

N/A

5Y Dividends CAGR

PKW

4.77%

Winner

HDEF

12.60%

5Y EPS CAGR

PKW

17.21%

HDEF

N/A

P/S Ratio

PKW

1.39

HDEF

N/A

P/B Ratio

PKW

2.46

HDEF

N/A

PKW vs HDEF - Historical Returns

Returns include dividend reinvestment.

Period	PKW	HDEF
1 month	+4.81%	+3.65%
3 months	+11.49%	+5.36%
6 months	+8.73%	+4.60%
1 year	+18.53%	+18.49%
5 years(CAGR)	+11.38%	+12.21%
10 years(CAGR)	+13.55%	+9.03%
Max(CAGR)	+10.75%	+8.18%

Winner

PKW

+4.81%

HDEF

+3.65%

Winner

PKW

+11.49%

HDEF

+5.36%

Winner

PKW

+8.73%

HDEF

+4.60%

Winner

PKW

+18.53%

HDEF

+18.49%

5Y(CAGR)

PKW

+11.38%

Winner

HDEF

+12.21%

10Y(CAGR)

Winner

PKW

+13.55%

HDEF

+9.03%

Max(CAGR)

Winner

PKW

+10.75%

HDEF

+8.18%

PKW vs HDEF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PKW	HDEF
2026	+11.83%	+13.08%
2025	+17.82%	+33.36%
2024	+16.80%	+3.36%
2023	+17.54%	+17.51%
2022	-10.32%	-3.03%
2021	+34.49%	+6.01%
2020	+7.44%	-2.76%
2019	+33.50%	+25.44%
2018	-11.24%	-13.77%
2017	+17.10%	+9.90%
2016	+14.54%	+13.43%
2015	-4.08%	-4.66%
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 HDEF Drawdown Comparison

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

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current PKW drawdown is -0.62%.

Rank	PKW	HDEF
#1	-54.59% Jun 4, 2007 - Feb 16, 2011	-36.42% Jan 2, 2020 - Jan 6, 2021
#2	-40.91% Jan 17, 2020 - Nov 24, 2020	-23.69% Feb 9, 2022 - Apr 6, 2023
#3	-23.51% Nov 5, 2021 - Dec 13, 2023	-17.55% Jan 22, 2018 - Oct 24, 2019
#4	-21.23% Jan 26, 2018 - Apr 16, 2019	-14.95% Aug 18, 2015 - Aug 10, 2016
#5	-20.91% Nov 29, 2024 - Jul 1, 2025	-11.15% Sep 26, 2024 - Mar 5, 2025
#6	-20.18% Feb 24, 2015 - Nov 14, 2016	-10.60% Mar 18, 2025 - Apr 22, 2025
#7	-17.67% May 12, 2011 - Jan 18, 2012	-9.31% Jun 15, 2021 - Jan 12, 2022
#8	-8.99% May 1, 2012 - Aug 16, 2012	-8.79% Jul 26, 2023 - Dec 13, 2023
#9	-8.93% May 3, 2019 - Jul 3, 2019	-8.02% Feb 27, 2026 - Jul 17, 2026
#10	-8.49% Sep 18, 2014 - Nov 6, 2014	-6.39% May 8, 2023 - Jun 15, 2023
#11	-7.86% Feb 18, 2026 - Apr 17, 2026	-5.63% Dec 9, 2016 - Jan 10, 2017
#12	-7.72% Jul 24, 2019 - Oct 24, 2019	-5.46% Dec 27, 2023 - Mar 20, 2024
#13	-7.34% Dec 31, 2013 - Feb 26, 2014	-4.72% Jan 8, 2021 - Mar 16, 2021
#14	-6.79% Oct 27, 2025 - Dec 11, 2025	-4.35% Nov 2, 2017 - Jan 9, 2018
#15	-6.41% Feb 22, 2007 - Apr 18, 2007	-4.24% May 17, 2024 - Jul 12, 2024

Correlation

Correlation between PKW and HDEF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

PKW vs HDEF dividend yield comparison.

Year	PKW	HDEF
2026	0.31%	2.51%
2025	0.99%	3.88%
2024	0.86%	4.53%
2023	1.17%	4.38%
2022	1.22%	5.41%
2021	0.72%	4.76%
2020	1.48%	3.93%
2019	1.30%	4.20%
2018	1.30%	3.55%
2017	0.65%	3.38%
2016	1.59%	9.52%
2015	1.14%	1.87%
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%