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 +9.7%
PKW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PKW
$1.60B
Winner
SPY
$652B
Expense Ratio
PKW
0.62%
Winner
SPY
0.09%
Max Drawdown
Winner
PKW
55.28%
SPY
56.47%
Sharpe Ratio
PKW
1.28
Winner
SPY
2.07
5Y Beta
Winner
PKW
0.84
SPY
1.00
P/E Ratio
Winner
PKW
17.26
SPY
28.24
Forward P/E
Winner
PKW
11.69
SPY
21.85
5Y Dividends CAGR
PKW
3.68%
Winner
SPY
5.43%
5Y EPS CAGR
PKW
10.03%
Winner
SPY
25.79%
Debt to Equity
PKW
35.30%
Winner
SPY
22.35%
P/S Ratio
Winner
PKW
1.19
SPY
3.55
P/B Ratio
Winner
PKW
2.23
SPY
5.29
PKW vs SPY - Holdings Comparison
PKW and SPY have 42 common holdings. Overlap is 2.75%
PKW's top 25 holdings weight is 59.74%. SPY's top 25 holdings weight is 51.32%.
| Rank | PKW | SPY |
|---|---|---|
| #1 | CITIGROUP INC (C) - 5.50% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | n/a (JCI) - 4.57% | APPLE INC (AAPL) - 6.48% |
| #3 | WELLS FARGO & CO (WFC) - 4.34% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | HCA HEALTHCARE INC (HCA) - 4.24% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | GENERAL MOTORS CO (GM) - 3.64% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ADOBE INC (ADBE) - 3.34% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MARATHON PETROLEUM CORP (MPC) - 3.26% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | AFLAC INC (AFL) - 2.74% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | PAYPAL HOLDINGS INC (PYPL) - 2.41% | TESLA INC (TSLA) - 1.73% |
| #10 | EBAY INC (EBAY) - 2.20% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | ELECTRONIC ARTS INC (EA) - 2.19% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.16% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.01% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | THE KROGER CO (KR) - 1.86% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | FISERV INC (FISV) - 1.71% | WALMART INC (WMT) - 0.91% |
| #16 | D.R. HORTON INC (DHI) - 1.62% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | M&T BANK CORP (MTB) - 1.52% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | TAPESTRY INC (TPR) - 1.48% | VISA INC CLASS A (V) - 0.85% |
| #19 | IQVIA HOLDINGS INC (IQV) - 1.46% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | JABIL INC (JBL) - 1.45% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | NRG ENERGY INC (NRG) - 1.43% | INTEL CORP (INTC) - 0.65% |
| #22 | AERCAP HOLDINGS NV (AER) - 1.39% | NETFLIX INC (NFLX) - 0.64% |
| #23 | SYNCHRONY FINANCIAL (SYF) - 1.14% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.06% | CHEVRON CORP (CVX) - 0.58% |
| #25 | LOEWS CORP (L) - 1.02% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 229 | 505 |
PKW vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PKW
+0.58%
Winner
SPY
+9.11%
3M
PKW
-1.61%
Winner
SPY
+6.59%
6M
PKW
+6.07%
Winner
SPY
+10.56%
1Y
PKW
+21.32%
Winner
SPY
+32.04%
5Y(CAGR)
PKW
+9.67%
Winner
SPY
+13.35%
10Y(CAGR)
PKW
+13.10%
Winner
SPY
+15.49%
Max(CAGR)
Winner
PKW
+10.35%
SPY
+8.50%
PKW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PKW | SPY |
|---|---|---|
| 2026 | +1.18% | +8.27% |
| 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% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 PKW drawdown is -2.46%.
| Rank | PKW | SPY |
|---|---|---|
| #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.
| Year | PKW | SPY |
|---|---|---|
| 2026 | 0.16% | 0.24% |
| 2025 | 0.99% | 1.07% |
| 2024 | 0.86% | 1.21% |
| 2023 | 1.17% | 1.40% |
| 2022 | 1.22% | 1.65% |
| 2021 | 0.72% | 1.20% |
| 2020 | 1.48% | 1.52% |
| 2019 | 1.30% | 1.75% |
| 2018 | 1.30% | 2.04% |
| 2017 | 0.65% | 1.80% |
| 2016 | 1.59% | 2.03% |
| 2015 | 1.14% | 2.06% |
| 2014 | 1.03% | 1.87% |
| 2013 | 0.62% | 1.81% |
| 2012 | 1.25% | 2.18% |
| 2011 | 0.85% | 2.05% |
| 2010 | 0.30% | 1.80% |
| 2009 | 1.29% | 1.95% |
| 2008 | 1.58% | 3.02% |
| 2007 | 0.27% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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