QUS vs PKW
Comparison between STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF (QUS, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformanceQUS has outperformed PKW, delivering a return of +10.9% compared to +10.4%
QUS vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QUS
$1.60B
PKW
$1.60B
Expense Ratio
Winner
QUS
0.15%
PKW
0.62%
Max Drawdown
Winner
QUS
33.78%
PKW
55.28%
Sharpe Ratio
Winner
QUS
1.40
PKW
0.96
5Y Beta
Winner
QUS
0.71
PKW
0.82
P/E Ratio
QUS
23.36
Winner
PKW
16.85
Forward P/E
QUS
18.82
Winner
PKW
11.33
5Y Dividends CAGR
Winner
QUS
6.05%
PKW
4.77%
5Y EPS CAGR
Winner
QUS
19.68%
PKW
9.74%
Debt to Equity
Winner
QUS
43.44%
PKW
56.08%
P/S Ratio
QUS
2.34
Winner
PKW
1.18
P/B Ratio
QUS
4.34
Winner
PKW
2.29
QUS vs PKW - Holdings Comparison
QUS and PKW have 36 common holdings. Overlap is 3.83%
QUS's top 25 holdings weight is 37.82%. PKW's top 25 holdings weight is 60.10%.
| Rank | QUS | PKW |
|---|---|---|
| #1 | APPLE INC (AAPL) - 2.97% | CITIGROUP INC (C) - 5.53% |
| #2 | MICROSOFT CORP (MSFT) - 2.90% | ADOBE INC (ADBE) - 5.15% |
| #3 | NVIDIA CORP (NVDA) - 2.64% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | ELI LILLY AND CO (LLY) - 2.20% | n/a (JCI) - 4.53% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.17% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | VISA INC CLASS A (V) - 1.83% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.81% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.48% | AFLAC INC (AFL) - 2.71% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.45% | EBAY INC (EBAY) - 2.34% |
| #10 | WALMART INC (WMT) - 1.42% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.42% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.40% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.30% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.26% | JABIL INC (JBL) - 1.73% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.23% | THE KROGER CO (KR) - 1.61% |
| #16 | MERCK & CO INC (MRK) - 1.21% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.14% | FISERV INC (FISV) - 1.56% |
| #18 | COSTCO WHOLESALE CORP (COST) - 1.11% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | COCA-COLA CO (KO) - 1.09% | M&T BANK CORP (MTB) - 1.40% |
| #20 | JPMORGAN CHASE & CO (JPM) - 1.08% | TAPESTRY INC (TPR) - 1.33% |
| #21 | EXXON MOBIL CORP (XOM) - 0.99% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | AMAZON.COM INC (AMZN) - 0.97% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.93% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | NETFLIX INC (NFLX) - 0.92% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | KLA CORP (KLAC) - 0.90% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 528 | 228 |
QUS vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
QUS
-1.12%
Winner
PKW
+2.07%
3M
Winner
QUS
+7.10%
PKW
+6.04%
6M
Winner
QUS
+5.18%
PKW
+2.72%
1Y
Winner
QUS
+16.59%
PKW
+16.22%
5Y(CAGR)
Winner
QUS
+10.92%
PKW
+10.43%
10Y(CAGR)
Winner
QUS
+13.49%
PKW
+13.03%
Max(CAGR)
Winner
QUS
+12.47%
PKW
+10.37%
QUS vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | QUS | PKW |
|---|---|---|
| 2026 | +5.80% | +2.86% |
| 2025 | +14.24% | +17.82% |
| 2024 | +19.03% | +16.80% |
| 2023 | +21.84% | +17.54% |
| 2022 | -14.14% | -10.32% |
| 2021 | +28.52% | +34.49% |
| 2020 | +11.87% | +7.44% |
| 2019 | +32.57% | +33.50% |
| 2018 | -3.80% | -11.24% |
| 2017 | +21.10% | +17.10% |
| 2016 | +13.94% | +14.54% |
| 2015 | +2.14% | -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% |
QUS vs PKW Drawdown Comparison
The maximum drawdown for QUS was -33.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current QUS drawdown is -1.84%. The current PKW drawdown is -0.87%.
| Rank | QUS | PKW |
|---|---|---|
| #1 | -33.78% Feb 19, 2020 - Sep 2, 2020 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -22.29% Dec 29, 2021 - Dec 1, 2023 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -17.41% Sep 21, 2018 - Apr 1, 2019 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -13.94% Feb 19, 2025 - Jun 30, 2025 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -11.49% Nov 2, 2015 - Mar 30, 2016 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -10.90% Jun 19, 2015 - Oct 29, 2015 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -9.61% Jan 26, 2018 - Aug 6, 2018 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -7.82% Sep 2, 2020 - Nov 9, 2020 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -6.85% Feb 27, 2026 - Apr 30, 2026 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -5.75% Sep 3, 2021 - Oct 26, 2021 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -5.59% Jul 16, 2024 - Aug 19, 2024 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -5.58% Apr 30, 2019 - Jun 19, 2019 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -5.52% Jul 29, 2019 - Sep 12, 2019 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -5.44% Dec 4, 2024 - Feb 13, 2025 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -4.85% Mar 28, 2024 - May 15, 2024 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between QUS 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)
QUS vs PKW dividend yield comparison.
| Year | QUS | PKW |
|---|---|---|
| 2026 | 0.55% | 0.34% |
| 2025 | 1.38% | 0.99% |
| 2024 | 1.49% | 0.86% |
| 2023 | 1.57% | 1.17% |
| 2022 | 1.68% | 1.22% |
| 2021 | 1.27% | 0.72% |
| 2020 | 1.73% | 1.48% |
| 2019 | 1.81% | 1.30% |
| 2018 | 2.12% | 1.30% |
| 2017 | 1.86% | 0.65% |
| 2016 | 2.07% | 1.59% |
| 2015 | 1.48% | 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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