PKW vs NUGO
Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).
5-Year PerformanceNUGO has outperformed PKW, delivering a return of +13.3% compared to +11.2%
PKW vs NUGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PKW
$2.30B
Winner
NUGO
$2.40B
Expense Ratio
PKW
0.62%
Winner
NUGO
0.50%
Max Drawdown
PKW
55.28%
Winner
NUGO
38.01%
Sharpe Ratio
Winner
PKW
1.20
NUGO
0.71
5Y Beta
Winner
PKW
0.82
NUGO
1.27
P/E Ratio
Winner
PKW
17.52
NUGO
34.92
Forward P/E
Winner
PKW
12.61
NUGO
26.69
PEG Ratio
PKW
N/A
NUGO
0.10
5Y Dividends CAGR
PKW
4.77%
NUGO
N/A
5Y EPS CAGR
PKW
16.02%
Winner
NUGO
39.98%
Debt to Equity
PKW
N/A
NUGO
39.24%
P/S Ratio
Winner
PKW
1.39
NUGO
10.08
P/B Ratio
Winner
PKW
2.42
NUGO
13.28
PKW vs NUGO - Holdings Comparison
PKW and NUGO have 0 common holdings. Overlap is 0.00%
PKW's top 25 holdings weight is 57.49%. NUGO's top 25 holdings weight is 85.34%.
| Rank | PKW | NUGO |
|---|---|---|
| #1 | CHARLES SCHWAB CORP (SCHW) - 5.36% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | BANK OF AMERICA CORP (BAC) - 5.09% | ALPHABET INC CLASS A (GOOGL) - 11.58% |
| #3 | SALESFORCE INC (CRM) - 4.98% | APPLE INC (AAPL) - 9.12% |
| #4 | WELLS FARGO & CO (WFC) - 4.94% | BROADCOM INC (AVGO) - 6.78% |
| #5 | CITIGROUP INC (C) - 4.51% | MICROSOFT CORP (MSFT) - 4.87% |
| #6 | ADOBE INC (ADBE) - 3.28% | ELI LILLY AND CO (LLY) - 3.85% |
| #7 | n/a (JCI) - 3.19% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #8 | VALERO ENERGY CORP (VLO) - 2.73% | APPLIED MATERIALS INC (AMAT) - 3.21% |
| #9 | MARATHON PETROLEUM CORP (MPC) - 2.64% | TESLA INC (TSLA) - 3.07% |
| #10 | THE TRAVELERS COMPANIES INC (TRV) - 2.59% | AMAZON.COM INC (AMZN) - 3.02% |
| #11 | GENERAL MOTORS CO (GM) - 2.59% | WESTERN DIGITAL CORP (WDC) - 2.37% |
| #12 | HCA HEALTHCARE INC (HCA) - 2.29% | GE AEROSPACE (GE) - 1.91% |
| #13 | AFLAC INC (AFL) - 1.96% | PALO ALTO NETWORKS INC (PANW) - 1.85% |
| #14 | CHENIERE ENERGY INC (LNG) - 1.86% | ARISTA NETWORKS INC (ANET) - 1.82% |
| #15 | PAYPAL HOLDINGS INC (PYPL) - 1.76% | GE VERNOVA INC (GEV) - 1.66% |
| #16 | AMERIPRISE FINANCIAL INC (AMP) - 1.51% | HOWMET AEROSPACE INC (HWM) - 1.50% |
| #17 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.29% | ADVANCED MICRO DEVICES INC (AMD) - 1.45% |
| #18 | MSCI INC (MSCI) - 1.25% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% |
| #19 | EXPEDIA GROUP INC (EXPE) - 1.10% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #20 | D.R. HORTON INC (DHI) - 1.05% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #21 | APTIV PLC (APTV) - 0.32% | META PLATFORMS INC CLASS A (META) - 1.18% |
| #22 | MGM RESORTS INTERNATIONAL (MGM) - 0.31% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.15% |
| #23 | AFFILIATED MANAGERS GROUP INC (AMG) - 0.30% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.13% |
| #24 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 0.30% | REGENERON PHARMACEUTICALS INC (REGN) - 1.13% |
| #25 | MAPLEBEAR INC (CART) - 0.29% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.11% |
| Total Holdings | 249 | 48 |
PKW vs NUGO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PKW
+4.15%
NUGO
+4.07%
3M
Winner
PKW
+8.92%
NUGO
+4.75%
6M
PKW
+7.31%
Winner
NUGO
+15.99%
1Y
Winner
PKW
+20.69%
NUGO
+17.81%
5Y(CAGR)
PKW
+11.17%
Winner
NUGO
+13.32%
10Y(CAGR)
PKW
+13.49%
NUGO
N/A
Max(CAGR)
PKW
+10.71%
Winner
NUGO
+13.32%
PKW vs NUGO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PKW | NUGO |
|---|---|---|
| 2026 | +10.51% | +11.36% |
| 2025 | +17.82% | +14.52% |
| 2024 | +16.80% | +37.96% |
| 2023 | +17.54% | +46.20% |
| 2022 | -10.32% | -33.54% |
| 2021 | +34.49% | +7.78% |
| 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 NUGO Drawdown Comparison
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The current PKW drawdown is -0.33%. The current NUGO drawdown is -0.27%.
| Rank | PKW | NUGO |
|---|---|---|
| #1 | -54.59% Jun 4, 2007 - Feb 16, 2011 | -38.01% Nov 19, 2021 - Jan 24, 2024 |
| #2 | -40.91% Jan 17, 2020 - Nov 24, 2020 | -25.12% Dec 16, 2024 - Jul 3, 2025 |
| #3 | -23.51% Nov 5, 2021 - Dec 13, 2023 | -17.54% Oct 29, 2025 - May 6, 2026 |
| #4 | -21.23% Jan 26, 2018 - Apr 16, 2019 | -14.99% Jul 10, 2024 - Oct 21, 2024 |
| #5 | -20.91% Nov 29, 2024 - Jul 1, 2025 | -9.87% Jun 2, 2026 - Jul 29, 2026 |
| #6 | -20.18% Feb 24, 2015 - Nov 14, 2016 | -7.37% Mar 22, 2024 - May 15, 2024 |
| #7 | -17.67% May 12, 2011 - Jan 18, 2012 | -3.73% Oct 22, 2024 - Nov 6, 2024 |
| #8 | -8.99% May 1, 2012 - Aug 16, 2012 | -3.59% Feb 9, 2024 - Feb 22, 2024 |
| #9 | -8.93% May 3, 2019 - Jul 3, 2019 | -3.39% Oct 9, 2025 - Oct 24, 2025 |
| #10 | -8.49% Sep 18, 2014 - Nov 6, 2014 | -3.23% Aug 12, 2025 - Sep 8, 2025 |
| #11 | -7.86% Feb 18, 2026 - Apr 17, 2026 | -3.08% Nov 12, 2024 - Dec 2, 2024 |
| #12 | -7.72% Jul 24, 2019 - Oct 24, 2019 | -3.07% May 14, 2026 - May 28, 2026 |
| #13 | -7.34% Dec 31, 2013 - Feb 26, 2014 | -2.95% May 28, 2024 - Jun 5, 2024 |
| #14 | -6.79% Oct 27, 2025 - Dec 11, 2025 | -2.73% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -6.41% Feb 22, 2007 - Apr 18, 2007 | -2.66% Jun 18, 2024 - Jul 3, 2024 |
Correlation
Correlation between PKW and NUGO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
PKW vs NUGO dividend yield comparison.
| Year | PKW | NUGO |
|---|---|---|
| 2026 | 0.32% | 0.00% |
| 2025 | 0.99% | 0.00% |
| 2024 | 0.86% | 0.00% |
| 2023 | 1.17% | 0.19% |
| 2022 | 1.22% | 0.26% |
| 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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