PKW vs IBTI

Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformancePKW has outperformed IBTI, delivering a return of +10.6% compared to +0.1%

PKW vs IBTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PKW(ETF)	IBTI(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.62%	0.07%
Max Drawdown	55.28%	20.83%
Sharpe Ratio	0.94	-0.24
5Y Beta	0.83	-0.02
P/E Ratio	16.85	N/A
Forward P/E	11.39	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	3.68%	36.89%
5Y EPS CAGR	9.74%	N/A
Debt to Equity	56.08%	N/A

Net Assets

PKW

$1.60B

Winner

IBTI

$1.70B

Expense Ratio

PKW

0.62%

Winner

IBTI

0.07%

Max Drawdown

PKW

55.28%

Winner

IBTI

20.83%

Sharpe Ratio

Winner

PKW

0.94

IBTI

-0.24

5Y Beta

PKW

0.83

Winner

IBTI

-0.02

P/E Ratio

PKW

16.85

IBTI

N/A

Forward P/E

PKW

11.39

IBTI

N/A

PEG Ratio

PKW

0.37

IBTI

N/A

5Y Dividends CAGR

PKW

3.68%

Winner

IBTI

36.89%

5Y EPS CAGR

PKW

9.74%

IBTI

N/A

Debt to Equity

PKW

56.08%

IBTI

N/A

PKW vs IBTI - Historical Returns

Returns include dividend reinvestment.

Period	PKW	IBTI
1 month	+2.31%	+0.18%
3 months	+5.86%	+0.19%
6 months	+2.86%	+0.36%
1 year	+16.50%	+3.32%
5 years(CAGR)	+10.63%	+0.15%
10 years(CAGR)	+13.15%	N/A
Max(CAGR)	+10.33%	+0.21%

Winner

PKW

+2.31%

IBTI

+0.18%

Winner

PKW

+5.86%

IBTI

+0.19%

Winner

PKW

+2.86%

IBTI

+0.36%

Winner

PKW

+16.50%

IBTI

+3.32%

5Y(CAGR)

Winner

PKW

+10.63%

IBTI

+0.15%

10Y(CAGR)

PKW

+13.15%

IBTI

N/A

Max(CAGR)

Winner

PKW

+10.33%

IBTI

+0.21%

PKW vs IBTI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PKW	IBTI
2026	+2.04%	+0.27%
2025	+17.82%	+6.24%
2024	+16.80%	+2.84%
2023	+17.54%	+4.22%
2022	-10.32%	-10.75%
2021	+34.49%	-3.53%
2020	+7.44%	+3.65%
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 IBTI Drawdown Comparison

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

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current PKW drawdown is -1.66%. The current IBTI drawdown is -3.91%.

Rank	PKW	IBTI
#1	-54.59% Jun 4, 2007 - Feb 16, 2011	-18.46% Aug 4, 2020 - Oct 20, 2022
#2	-40.91% Jan 17, 2020 - Nov 24, 2020	-4.63% Mar 9, 2020 - Apr 1, 2020
#3	-23.51% Nov 5, 2021 - Dec 13, 2023	-1.69% Apr 21, 2020 - Jul 17, 2020
#4	-21.23% Jan 26, 2018 - Apr 16, 2019	-0.94% Apr 3, 2020 - Apr 15, 2020
#5	-20.91% Nov 29, 2024 - Jul 1, 2025	-0.21% Apr 16, 2020 - Apr 20, 2020
#6	-20.18% Feb 24, 2015 - Nov 14, 2016	-0.19% Jul 23, 2020 - Jul 28, 2020
#7	-17.67% May 12, 2011 - Jan 18, 2012	-0.12% Jul 31, 2020 - Aug 4, 2020
#8	-8.99% May 1, 2012 - Aug 16, 2012	-0.04% Mar 3, 2020 - Mar 5, 2020
#9	-8.93% May 3, 2019 - Jul 3, 2019	-0.04% Apr 1, 2020 - Apr 3, 2020
#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 IBTI is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2007 - 2026)

PKW vs IBTI dividend yield comparison.

Year	PKW	IBTI
2026	0.16%	1.54%
2025	0.99%	3.87%
2024	0.86%	3.92%
2023	1.17%	3.26%
2022	1.22%	1.70%
2021	0.72%	0.90%
2020	1.48%	0.56%
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%