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PKW vs SPY

Comparison between INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PKW, delivering a return of +13.3% compared to +11.2%

PKW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PKW
$2.30B
Winner
SPY
$795B
Expense Ratio
PKW
0.62%
Winner
SPY
0.09%
Max Drawdown
Winner
PKW
55.28%
SPY
56.47%
Sharpe Ratio
PKW
1.23
Winner
SPY
1.42
5Y Beta
Winner
PKW
0.82
SPY
1.00
P/E Ratio
Winner
PKW
17.51
SPY
26.48
Forward P/E
Winner
PKW
12.40
SPY
21.06
PEG Ratio
PKW
N/A
SPY
0.30
5Y Dividends CAGR
PKW
4.77%
Winner
SPY
6.00%
5Y EPS CAGR
PKW
16.34%
Winner
SPY
26.40%
Debt to Equity
PKW
N/A
SPY
48.17%
P/S Ratio
Winner
PKW
1.39
SPY
3.72
P/B Ratio
Winner
PKW
2.44
SPY
5.55

PKW vs SPY - Holdings Comparison

PKW and SPY have 27 common holdings. Overlap is 3.27%

PKW's top 25 holdings weight is 57.28%. SPY's top 25 holdings weight is 51.49%.

RankPKWSPY
#1
CHARLES SCHWAB CORP (SCHW) - 5.28%
NVIDIA CORP (NVDA) - 7.76%
#2
BANK OF AMERICA CORP (BAC) - 5.06%
APPLE INC (AAPL) - 7.44%
#3
SALESFORCE INC (CRM) - 4.92%
MICROSOFT CORP (MSFT) - 4.56%
#4
WELLS FARGO & CO (WFC) - 4.90%
AMAZON.COM INC (AMZN) - 3.74%
#5
CITIGROUP INC (C) - 4.48%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
ADOBE INC (ADBE) - 3.26%
BROADCOM INC (AVGO) - 2.83%
#7
n/a (JCI) - 3.19%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
VALERO ENERGY CORP (VLO) - 2.78%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
MARATHON PETROLEUM CORP (MPC) - 2.77%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
GENERAL MOTORS CO (GM) - 2.56%
TESLA INC (TSLA) - 1.65%
#11
THE TRAVELERS COMPANIES INC (TRV) - 2.55%
ELI LILLY AND CO (LLY) - 1.44%
#12
HCA HEALTHCARE INC (HCA) - 2.24%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
AFLAC INC (AFL) - 1.96%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
CHENIERE ENERGY INC (LNG) - 1.87%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
PAYPAL HOLDINGS INC (PYPL) - 1.78%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
AMERIPRISE FINANCIAL INC (AMP) - 1.49%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.28%
VISA INC CLASS A (V) - 0.91%
#18
MSCI INC (MSCI) - 1.25%
INTEL CORP (INTC) - 0.77%
#19
EXPEDIA GROUP INC (EXPE) - 1.07%
WALMART INC (WMT) - 0.75%
#20
D.R. HORTON INC (DHI) - 1.04%
ABBVIE INC (ABBV) - 0.70%
#21
RYDER SYSTEM INC (R) - 0.32%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
MGM RESORTS INTERNATIONAL (MGM) - 0.32%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
PINTEREST INC CLASS A (PINS) - 0.31%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
AFFILIATED MANAGERS GROUP INC (AMG) - 0.30%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
DAVITA INC (DVA) - 0.30%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings248505

PKW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PKW
+4.31%
SPY
+2.39%
3M
Winner
PKW
+10.70%
SPY
+4.83%
6M
PKW
+7.87%
Winner
SPY
+12.29%
1Y
PKW
+20.51%
Winner
SPY
+22.90%
5Y(CAGR)
PKW
+11.16%
Winner
SPY
+13.32%
10Y(CAGR)
PKW
+13.57%
Winner
SPY
+15.36%
Max(CAGR)
Winner
PKW
+10.72%
SPY
+8.61%

PKW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPKWSPY
2026+10.91%+13.76%
2025+17.82%+18.00%
2024+16.80%+25.59%
2023+17.54%+26.72%
2022-10.32%-18.64%
2021+34.49%+30.52%
2020+7.44%+17.28%
2019+33.50%+31.09%
2018-11.24%-5.24%
2017+17.10%+20.78%
2016+14.54%+13.59%
2015-4.08%+1.31%
2014+13.67%+14.56%
2013+42.23%+29.00%
2012+12.86%+14.17%
2011+8.67%+0.85%
2010+16.47%+13.14%
2009+29.66%+22.67%
2008-32.24%-36.25%
2007-1.83%+5.32%
2006-0.20%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PKW vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -0.03%.

RankPKWSPY
#1-54.59%
Jun 4, 2007 - Feb 16, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.91%
Jan 17, 2020 - Nov 24, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.51%
Nov 5, 2021 - Dec 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.23%
Jan 26, 2018 - Apr 16, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.91%
Nov 29, 2024 - Jul 1, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.18%
Feb 24, 2015 - Nov 14, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.67%
May 12, 2011 - Jan 18, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.99%
May 1, 2012 - Aug 16, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.93%
May 3, 2019 - Jul 3, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.49%
Sep 18, 2014 - Nov 6, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.86%
Feb 18, 2026 - Apr 17, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.72%
Jul 24, 2019 - Oct 24, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.34%
Dec 31, 2013 - Feb 26, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.79%
Oct 27, 2025 - Dec 11, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.41%
Feb 22, 2007 - Apr 18, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PKW and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

PKW vs SPY dividend yield comparison.

YearPKWSPY
20260.32%0.48%
20250.99%1.07%
20240.86%1.21%
20231.17%1.40%
20221.22%1.65%
20210.72%1.20%
20201.48%1.52%
20191.30%1.75%
20181.30%2.04%
20170.65%1.80%
20161.59%2.03%
20151.14%2.06%
20141.03%1.87%
20130.62%1.81%
20121.25%2.18%
20110.85%2.05%
20100.30%1.80%
20091.29%1.95%
20081.58%3.02%
20070.27%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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