PKW vs SPGM
Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed PKW, delivering a return of +11.5% compared to +10.2%
PKW vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PKW
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
PKW
0.62%
Winner
SPGM
0.09%
Max Drawdown
PKW
55.28%
Winner
SPGM
33.97%
Sharpe Ratio
PKW
0.90
Winner
SPGM
1.66
5Y Beta
Winner
PKW
0.83
SPGM
0.91
P/E Ratio
Winner
PKW
17.08
SPGM
27.05
Forward P/E
Winner
PKW
11.56
SPGM
20.29
5Y Dividends CAGR
PKW
3.68%
Winner
SPGM
13.19%
5Y EPS CAGR
PKW
9.69%
Winner
SPGM
23.07%
Debt to Equity
PKW
51.54%
SPGM
N/A
P/S Ratio
PKW
1.21
Winner
SPGM
0.31
P/B Ratio
Winner
PKW
2.30
SPGM
4.78
PKW vs SPGM - Holdings Comparison
PKW and SPGM have 54 common holdings. Overlap is 2.53%
PKW's top 25 holdings weight is 60.10%. SPGM's top 25 holdings weight is 29.28%.
| Rank | PKW | SPGM |
|---|---|---|
| #1 | CITIGROUP INC (C) - 5.53% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | ADOBE INC (ADBE) - 5.15% | APPLE INC (AAPL) - 3.64% |
| #3 | WELLS FARGO & CO (WFC) - 4.77% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | n/a (JCI) - 4.53% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | MARATHON PETROLEUM CORP (MPC) - 3.72% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | GENERAL MOTORS CO (GM) - 3.59% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | HCA HEALTHCARE INC (HCA) - 3.03% | BROADCOM INC (AVGO) - 1.40% |
| #8 | AFLAC INC (AFL) - 2.71% | n/a (TSM) - 1.38% |
| #9 | EBAY INC (EBAY) - 2.34% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% | TESLA INC (TSLA) - 1.06% |
| #11 | PAYPAL HOLDINGS INC (PYPL) - 2.16% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | ELECTRONIC ARTS INC (EA) - 2.16% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | JABIL INC (JBL) - 1.73% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | THE KROGER CO (KR) - 1.61% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | D.R. HORTON INC (DHI) - 1.56% | VISA INC CLASS A (V) - 0.58% |
| #17 | FISERV INC (FISV) - 1.56% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | IQVIA HOLDINGS INC (IQV) - 1.49% | CHEVRON CORP (CVX) - 0.53% |
| #19 | M&T BANK CORP (MTB) - 1.40% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | TAPESTRY INC (TPR) - 1.33% | WALMART INC (WMT) - 0.51% |
| #21 | NRG ENERGY INC (NRG) - 1.27% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | AERCAP HOLDINGS NV (AER) - 1.23% | CHUBB LTD (CB) - 0.50% |
| #23 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | SYNCHRONY FINANCIAL (SYF) - 1.01% | NESTLE SA (n/a) - 0.50% |
| #25 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 228 | 2333 |
PKW vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PKW
+2.32%
SPGM
+1.97%
3M
PKW
+4.74%
Winner
SPGM
+10.85%
6M
PKW
+3.01%
Winner
SPGM
+13.88%
1Y
PKW
+16.61%
Winner
SPGM
+30.22%
5Y(CAGR)
PKW
+10.23%
Winner
SPGM
+11.47%
10Y(CAGR)
Winner
PKW
+13.15%
SPGM
+13.06%
Max(CAGR)
PKW
+10.33%
Winner
SPGM
+11.34%
PKW vs SPGM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PKW | SPGM |
|---|---|---|
| 2026 | +2.05% | +11.01% |
| 2025 | +17.82% | +23.70% |
| 2024 | +16.80% | +17.65% |
| 2023 | +17.54% | +21.33% |
| 2022 | -10.32% | -17.95% |
| 2021 | +34.49% | +20.77% |
| 2020 | +7.44% | +14.24% |
| 2019 | +33.50% | +26.23% |
| 2018 | -11.24% | -10.47% |
| 2017 | +17.10% | +22.11% |
| 2016 | +14.54% | +10.39% |
| 2015 | -4.08% | -2.10% |
| 2014 | +13.67% | +11.58% |
| 2013 | +42.23% | +20.65% |
| 2012 | +12.86% | +1.33% |
| 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 SPGM Drawdown Comparison
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current PKW drawdown is -1.65%. The current SPGM drawdown is -1.74%.
| Rank | PKW | SPGM |
|---|---|---|
| #1 | -54.59% Jun 4, 2007 - Feb 16, 2011 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -40.91% Jan 17, 2020 - Nov 24, 2020 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -23.51% Nov 5, 2021 - Dec 13, 2023 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -21.23% Jan 26, 2018 - Apr 16, 2019 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -20.91% Nov 29, 2024 - Jul 1, 2025 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -20.18% Feb 24, 2015 - Nov 14, 2016 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -17.67% May 12, 2011 - Jan 18, 2012 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -8.99% May 1, 2012 - Aug 16, 2012 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -8.93% May 3, 2019 - Jul 3, 2019 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -8.49% Sep 18, 2014 - Nov 6, 2014 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -7.86% Feb 18, 2026 - Apr 17, 2026 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -7.72% Jul 24, 2019 - Oct 24, 2019 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -7.34% Dec 31, 2013 - Feb 26, 2014 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -6.79% Oct 27, 2025 - Dec 11, 2025 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -6.41% Feb 22, 2007 - Apr 18, 2007 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between PKW and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
PKW vs SPGM dividend yield comparison.
| Year | PKW | SPGM |
|---|---|---|
| 2026 | 0.16% | 0.78% |
| 2025 | 0.99% | 1.89% |
| 2024 | 0.86% | 1.98% |
| 2023 | 1.17% | 2.09% |
| 2022 | 1.22% | 2.37% |
| 2021 | 0.72% | 1.94% |
| 2020 | 1.48% | 1.45% |
| 2019 | 1.30% | 2.46% |
| 2018 | 1.30% | 1.89% |
| 2017 | 0.65% | 2.29% |
| 2016 | 1.59% | 1.87% |
| 2015 | 1.14% | 3.70% |
| 2014 | 1.03% | 2.18% |
| 2013 | 0.62% | 1.75% |
| 2012 | 1.25% | 2.26% |
| 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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