PSC vs PKW
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed PSC, delivering a return of +11.2% compared to +9.8%
PSC vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$2.30B
PKW
$2.30B
Expense Ratio
Winner
PSC
0.38%
PKW
0.62%
Max Drawdown
Winner
PSC
47.89%
PKW
55.28%
Sharpe Ratio
Winner
PSC
1.41
PKW
1.20
5Y Beta
PSC
1.03
Winner
PKW
0.82
P/E Ratio
PSC
24.83
Winner
PKW
17.52
Forward P/E
PSC
16.02
Winner
PKW
12.61
5Y Dividends CAGR
PSC
-5.40%
Winner
PKW
4.77%
5Y EPS CAGR
Winner
PSC
19.30%
PKW
16.02%
Debt to Equity
PSC
60.70%
PKW
N/A
P/S Ratio
Winner
PSC
1.37
PKW
1.39
P/B Ratio
PSC
2.67
Winner
PKW
2.42
PSC vs PKW - Holdings Comparison
PSC and PKW have 75 common holdings. Overlap is 5.09%
PSC's top 25 holdings weight is 15.72%. PKW's top 25 holdings weight is 57.49%.
| Rank | PSC | PKW |
|---|---|---|
| #1 | SEZZLE INC (SEZL) - 1.09% | CHARLES SCHWAB CORP (SCHW) - 5.36% |
| #2 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 0.84% | BANK OF AMERICA CORP (BAC) - 5.09% |
| #3 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.77% | SALESFORCE INC (CRM) - 4.98% |
| #4 | n/a (HIMS) - 0.72% | WELLS FARGO & CO (WFC) - 4.94% |
| #5 | ARGAN INC (AGX) - 0.71% | CITIGROUP INC (C) - 4.51% |
| #6 | WISDOMTREE INC (WT) - 0.71% | ADOBE INC (ADBE) - 3.28% |
| #7 | BRINKER INTERNATIONAL INC (EAT) - 0.70% | n/a (JCI) - 3.19% |
| #8 | ENOVA INTERNATIONAL INC (ENVA) - 0.65% | VALERO ENERGY CORP (VLO) - 2.73% |
| #9 | BLACK HILLS CORP (BKH) - 0.62% | MARATHON PETROLEUM CORP (MPC) - 2.64% |
| #10 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.61% | THE TRAVELERS COMPANIES INC (TRV) - 2.59% |
| #11 | STONEX GROUP INC (SNEX) - 0.60% | GENERAL MOTORS CO (GM) - 2.59% |
| #12 | MYR GROUP INC (MYRG) - 0.60% | HCA HEALTHCARE INC (HCA) - 2.29% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.59% | AFLAC INC (AFL) - 1.96% |
| #14 | FIRSTCASH HOLDINGS INC (FCFS) - 0.59% | CHENIERE ENERGY INC (LNG) - 1.86% |
| #15 | ENERSYS (ENS) - 0.58% | PAYPAL HOLDINGS INC (PYPL) - 1.76% |
| #16 | MAREX GROUP LTD (MRX) - 0.58% | AMERIPRISE FINANCIAL INC (AMP) - 1.51% |
| #17 | n/a (TXG) - 0.56% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.29% |
| #18 | CARETRUST REIT INC (CTRE) - 0.55% | MSCI INC (MSCI) - 1.25% |
| #19 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 0.54% | EXPEDIA GROUP INC (EXPE) - 1.10% |
| #20 | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 0.53% | D.R. HORTON INC (DHI) - 1.05% |
| #21 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.53% | APTIV PLC (APTV) - 0.32% |
| #22 | MOOG INC CLASS A (MOG-A) - 0.52% | MGM RESORTS INTERNATIONAL (MGM) - 0.31% |
| #23 | HEALTHEQUITY INC (HQY) - 0.52% | AFFILIATED MANAGERS GROUP INC (AMG) - 0.30% |
| #24 | PATTERSON-UTI ENERGY INC (PTEN) - 0.51% | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 0.30% |
| #25 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.50% | MAPLEBEAR INC (CART) - 0.29% |
| Total Holdings | 625 | 249 |
PSC vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
PSC
+2.11%
Winner
PKW
+4.15%
3M
Winner
PSC
+8.97%
PKW
+8.92%
6M
Winner
PSC
+14.78%
PKW
+7.31%
1Y
Winner
PSC
+33.12%
PKW
+20.69%
5Y(CAGR)
PSC
+9.77%
Winner
PKW
+11.17%
10Y(CAGR)
PSC
+12.13%
Winner
PKW
+13.49%
Max(CAGR)
Winner
PSC
+12.13%
PKW
+10.71%
PSC vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PSC | PKW |
|---|---|---|
| 2026 | +20.69% | +10.51% |
| 2025 | +13.28% | +17.82% |
| 2024 | +13.10% | +16.80% |
| 2023 | +19.25% | +17.54% |
| 2022 | -16.77% | -10.32% |
| 2021 | +33.74% | +34.49% |
| 2020 | +13.43% | +7.44% |
| 2019 | +20.08% | +33.50% |
| 2018 | -10.11% | -11.24% |
| 2017 | +16.07% | +17.10% |
| 2016 | +9.38% | +14.54% |
| 2015 | N/A | -4.08% |
| 2014 | N/A | +13.67% |
| 2013 | N/A | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
PSC vs PKW Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current PSC drawdown is -0.57%. The current PKW drawdown is -0.33%.
| Rank | PSC | PKW |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between PSC and PKW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
PSC vs PKW dividend yield comparison.
| Year | PSC | PKW |
|---|---|---|
| 2026 | 0.28% | 0.32% |
| 2025 | 0.67% | 0.99% |
| 2024 | 0.75% | 0.86% |
| 2023 | 0.73% | 1.17% |
| 2022 | 1.92% | 1.22% |
| 2021 | 1.45% | 0.72% |
| 2020 | 1.25% | 1.48% |
| 2019 | 1.47% | 1.30% |
| 2018 | 1.30% | 1.30% |
| 2017 | 0.95% | 0.65% |
| 2016 | 0.35% | 1.59% |
| 2015 | 0.00% | 1.14% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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