TAGG vs PKW

Comparison between T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).

5-Year PerformancePKW has outperformed TAGG, delivering a return of +11.2% compared to +0.2%

TAGG vs PKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAGG(ETF)	PKW(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.08%	0.62%
Max Drawdown	21.31%	55.28%
Sharpe Ratio	-0.34	1.20
5Y Beta	0.03	0.82
P/E Ratio	N/A	17.52
Forward P/E	N/A	12.61
5Y Dividends CAGR	N/A	4.77%
5Y EPS CAGR	N/A	16.02%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.42

Net Assets

TAGG

$2.30B

PKW

$2.30B

Expense Ratio

Winner

TAGG

0.08%

PKW

0.62%

Max Drawdown

Winner

TAGG

21.31%

PKW

55.28%

Sharpe Ratio

TAGG

-0.34

Winner

PKW

1.20

5Y Beta

Winner

TAGG

0.03

PKW

0.82

P/E Ratio

TAGG

N/A

PKW

17.52

Forward P/E

TAGG

N/A

PKW

12.61

5Y Dividends CAGR

TAGG

N/A

PKW

4.77%

5Y EPS CAGR

TAGG

N/A

PKW

16.02%

P/S Ratio

TAGG

N/A

PKW

1.39

P/B Ratio

TAGG

N/A

PKW

2.42

TAGG vs PKW - Historical Returns

Returns include dividend reinvestment.

Period	TAGG	PKW
1 month	-0.30%	+4.15%
3 months	-0.33%	+8.92%
6 months	-0.60%	+7.31%
1 year	+2.51%	+20.69%
5 years(CAGR)	+0.20%	+11.17%
10 years(CAGR)	N/A	+13.49%
Max(CAGR)	+0.20%	+10.71%

TAGG

-0.30%

Winner

PKW

+4.15%

TAGG

-0.33%

Winner

PKW

+8.92%

TAGG

-0.60%

Winner

PKW

+7.31%

TAGG

+2.51%

Winner

PKW

+20.69%

5Y(CAGR)

TAGG

+0.20%

Winner

PKW

+11.17%

10Y(CAGR)

TAGG

N/A

PKW

+13.49%

Max(CAGR)

TAGG

+0.20%

Winner

PKW

+10.71%

TAGG vs PKW - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TAGG	PKW
2026	+0.01%	+10.51%
2025	+7.35%	+17.82%
2024	+2.10%	+16.80%
2023	+5.30%	+17.54%
2022	-12.04%	-10.32%
2021	+0.01%	+34.49%
2020	N/A	+7.44%
2019	N/A	+33.50%
2018	N/A	-11.24%
2017	N/A	+17.10%
2016	N/A	+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%

TAGG vs PKW Drawdown Comparison

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

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

The current TAGG drawdown is -2.17%. The current PKW drawdown is -0.33%.

Rank	TAGG	PKW
#1	-17.27% Nov 9, 2021 - Oct 16, 2025	-54.59% Jun 4, 2007 - Feb 16, 2011
#2	-3.19% Feb 27, 2026 - May 19, 2026	-40.91% Jan 17, 2020 - Nov 24, 2020
#3	-1.08% Oct 27, 2025 - Nov 26, 2025	-23.51% Nov 5, 2021 - Dec 13, 2023
#4	-1.01% Oct 1, 2021 - Nov 5, 2021	-21.23% Jan 26, 2018 - Apr 16, 2019
#5	-0.88% Nov 26, 2025 - Jan 14, 2026	-20.91% Nov 29, 2024 - Jul 1, 2025
#6	-0.62% Jan 14, 2026 - Feb 5, 2026	-20.18% Feb 24, 2015 - Nov 14, 2016
#7	-0.21% Nov 5, 2021 - Nov 9, 2021	-17.67% May 12, 2011 - Jan 18, 2012
#8	-0.19% Oct 22, 2025 - Oct 27, 2025	-8.99% May 1, 2012 - Aug 16, 2012
#9	-0.17% Feb 10, 2026 - Feb 12, 2026	-8.93% May 3, 2019 - Jul 3, 2019
#10	-0.15% Feb 17, 2026 - Feb 23, 2026	-8.49% Sep 18, 2014 - Nov 6, 2014
#11	-0.14% Feb 6, 2026 - Feb 10, 2026	-7.86% Feb 18, 2026 - Apr 17, 2026
#12	-0.07% Feb 23, 2026 - Feb 26, 2026	-7.72% Jul 24, 2019 - Oct 24, 2019
#13	-0.07% Oct 16, 2025 - Oct 20, 2025	-7.34% Dec 31, 2013 - Feb 26, 2014
#14	N/A	-6.79% Oct 27, 2025 - Dec 11, 2025
#15	N/A	-6.41% Feb 22, 2007 - Apr 18, 2007

Correlation

Correlation between TAGG and PKW is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

TAGG vs PKW dividend yield comparison.

Year	TAGG	PKW
2026	2.59%	0.32%
2025	4.36%	0.99%
2024	4.36%	0.86%
2023	3.48%	1.17%
2022	3.67%	1.22%
2021	0.33%	0.72%
2020	0.00%	1.48%
2019	0.00%	1.30%
2018	0.00%	1.30%
2017	0.00%	0.65%
2016	0.00%	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%