IPKW vs. EPR
IPKW (Invesco International BuyBack Achievers™ ETF) is Global Equities fund tracking the NASDAQ International BuyBack Achievers Index, while EPR (EPR Properties) is a stock. Over the past 10 years, IPKW returned 11.93%/yr vs 3.90%/yr for EPR. At a 0.37 correlation, their price movements are largely independent.
Performance
IPKW vs. EPR - Performance Comparison
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Returns By Period
In the year-to-date period, IPKW achieves a 5.48% return, which is significantly lower than EPR's 23.29% return. Over the past 10 years, IPKW has outperformed EPR with an annualized return of 11.93%, while EPR has yielded a comparatively lower 3.90% annualized return.
IPKW
- 1D
- 0.03%
- 1M
- -1.22%
- YTD
- 5.48%
- 6M
- 7.67%
- 1Y
- 23.37%
- 3Y*
- 22.77%
- 5Y*
- 9.12%
- 10Y*
- 11.93%
EPR
- 1D
- 1.17%
- 1M
- 3.94%
- YTD
- 23.29%
- 6M
- 23.59%
- 1Y
- 13.06%
- 3Y*
- 17.65%
- 5Y*
- 9.64%
- 10Y*
- 3.90%
IPKW vs. EPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPKW Invesco International BuyBack Achievers™ ETF | 5.48% | 45.50% | 10.56% | 15.12% | -12.81% | 11.41% | 16.18% | 20.26% | -21.59% | 34.21% |
EPR EPR Properties | 23.29% | 20.52% | -1.25% | 38.83% | -14.61% | 50.60% | -52.09% | 17.13% | 3.59% | -3.41% |
Correlation
The correlation between IPKW and EPR is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2014 | 0.37 |
Over the past year, the correlation between IPKW and EPR has dropped to 0.12 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
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Return for Risk
IPKW vs. EPR — Risk / Return Rank
IPKW
EPR
IPKW vs. EPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco International BuyBack Achievers™ ETF (IPKW) and EPR Properties (EPR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IPKW | EPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.05 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.10 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 0.58 | +1.91 |
| Martin ratioReturn relative to average drawdown | 8.37 | 1.15 | +7.22 |
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Drawdowns
IPKW vs. EPR - Drawdown Comparison
The maximum IPKW drawdown since its inception was -47.24%, smaller than the maximum EPR drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for IPKW and EPR.
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Drawdown Indicators
| IPKW | EPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.24% | -82.02% | +34.78% |
Max Drawdown (1Y)Largest decline over 1 year | -9.14% | -19.51% | +10.37% |
Max Drawdown (3Y)Largest decline over 3 years | -17.77% | -19.51% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -32.67% | -35.63% | +2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -47.24% | -82.02% | +34.78% |
Current DrawdownCurrent decline from peak | -3.00% | 0.00% | -3.00% |
Average DrawdownAverage peak-to-trough decline | -8.98% | -16.58% | +7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 9.81% | -7.09% |
Volatility
IPKW vs. EPR - Volatility Comparison
The current volatility for Invesco International BuyBack Achievers™ ETF (IPKW) is 4.33%, while EPR Properties (EPR) has a volatility of 5.14%. This indicates that IPKW experiences smaller price fluctuations and is considered to be less risky than EPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPKW | EPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 5.14% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.27% | 16.49% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.68% | 22.44% | -7.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 26.16% | -9.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.90% | 42.44% | -24.54% |
Dividends
IPKW vs. EPR - Dividend Comparison
IPKW's dividend yield for the trailing twelve months is around 3.54%, less than EPR's 5.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPR EPR Properties | 5.99% | 7.05% | 7.68% | 6.81% | 8.62% | 3.16% | 4.66% | 6.37% | 5.62% | 6.23% | 5.35% | 6.21% |
IPKW Invesco International BuyBack Achievers™ ETF | 3.54% | 3.55% | 4.12% | 2.66% | 3.77% | 7.37% | 1.45% | 2.41% | 2.61% | 0.93% | 2.82% | 1.31% |
Frequently Asked Questions
IPKW and EPR have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPR has higher volatility (5.14%) compared to IPKW (4.33%). In terms of maximum drawdown, IPKW dropped -47.24% vs EPR's -82.02%.
IPKW currently has the higher Sharpe Ratio (1.55 vs 0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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