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PKW vs PFXF

Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformancePKW has outperformed PFXF, delivering a return of +11.2% compared to +3.3%

PKW vs PFXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PKW
$2.30B
Winner
PFXF
$2.40B
Expense Ratio
PKW
0.62%
Winner
PFXF
0.40%
Max Drawdown
PKW
55.28%
Winner
PFXF
37.25%
Sharpe Ratio
Winner
PKW
1.20
PFXF
0.65
5Y Beta
PKW
0.82
Winner
PFXF
0.43
P/E Ratio
PKW
17.52
PFXF
N/A
Forward P/E
PKW
12.61
PFXF
N/A
5Y Dividends CAGR
Winner
PKW
4.77%
PFXF
2.31%
5Y EPS CAGR
PKW
16.02%
PFXF
N/A
P/S Ratio
PKW
1.39
PFXF
N/A
P/B Ratio
PKW
2.42
PFXF
N/A

PKW vs PFXF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PKW
+4.15%
PFXF
+2.02%
3M
Winner
PKW
+8.92%
PFXF
-2.22%
6M
Winner
PKW
+7.31%
PFXF
+1.73%
1Y
Winner
PKW
+20.69%
PFXF
+10.23%
5Y(CAGR)
Winner
PKW
+11.17%
PFXF
+3.28%
10Y(CAGR)
Winner
PKW
+13.49%
PFXF
+4.78%
Max(CAGR)
Winner
PKW
+10.71%
PFXF
+5.45%

PKW vs PFXF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPKWPFXF
2026+10.51%+4.05%
2025+17.82%+8.88%
2024+16.80%+8.29%
2023+17.54%+10.52%
2022-10.32%-18.62%
2021+34.49%+12.47%
2020+7.44%+7.34%
2019+33.50%+19.71%
2018-11.24%-3.18%
2017+17.10%+7.69%
2016+14.54%+5.79%
2015-4.08%-2.03%
2014+13.67%+15.44%
2013+42.23%-2.29%
2012+12.86%+4.44%
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 PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current PKW drawdown is -0.33%. The current PFXF drawdown is -3.80%.

RankPKWPFXF
#1-54.59%
Jun 4, 2007 - Feb 16, 2011
-35.50%
Feb 5, 2020 - Nov 9, 2020
#2-40.91%
Jan 17, 2020 - Nov 24, 2020
-21.80%
Dec 31, 2021 - Sep 17, 2024
#3-23.51%
Nov 5, 2021 - Dec 13, 2023
-11.89%
Oct 16, 2024 - Jul 3, 2025
#4-21.23%
Jan 26, 2018 - Apr 16, 2019
-10.73%
Aug 29, 2018 - Feb 22, 2019
#5-20.91%
Nov 29, 2024 - Jul 1, 2025
-9.71%
May 21, 2013 - Feb 28, 2014
#6-20.18%
Feb 24, 2015 - Nov 14, 2016
-8.39%
Jul 29, 2016 - May 2, 2017
#7-17.67%
May 12, 2011 - Jan 18, 2012
-8.08%
May 18, 2015 - Mar 17, 2016
#8-8.99%
May 1, 2012 - Aug 16, 2012
-8.04%
Jun 2, 2026 - Jul 29, 2026
#9-8.93%
May 3, 2019 - Jul 3, 2019
-5.83%
Feb 25, 2026 - Apr 16, 2026
#10-8.49%
Sep 18, 2014 - Nov 6, 2014
-5.05%
Dec 11, 2017 - Jun 11, 2018
#11-7.86%
Feb 18, 2026 - Apr 17, 2026
-4.93%
Oct 27, 2025 - Dec 18, 2025
#12-7.72%
Jul 24, 2019 - Oct 24, 2019
-3.70%
Oct 18, 2012 - Dec 31, 2012
#13-7.34%
Dec 31, 2013 - Feb 26, 2014
-3.44%
May 11, 2026 - May 29, 2026
#14-6.79%
Oct 27, 2025 - Dec 11, 2025
-3.04%
Jan 20, 2021 - Mar 12, 2021
#15-6.41%
Feb 22, 2007 - Apr 18, 2007
-3.03%
Nov 5, 2021 - Dec 17, 2021

Correlation

Correlation between PKW and PFXF 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 PFXF dividend yield comparison.

YearPKWPFXF
20260.32%3.21%
20250.99%6.72%
20240.86%7.82%
20231.17%7.88%
20221.22%6.74%
20210.72%4.66%
20201.48%5.19%
20191.30%5.35%
20181.30%6.56%
20170.65%5.93%
20161.59%5.81%
20151.14%5.99%
20141.03%5.91%
20130.62%6.51%
20121.25%2.56%
20110.85%0.00%
20100.30%0.00%
20091.29%0.00%
20081.58%0.00%
20070.27%0.00%

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