KKR vs. IPKW
KKR (KKR & Co. Inc.) is a stock, while IPKW (Invesco International BuyBack Achievers™ ETF) is Global Equities fund tracking the NASDAQ International BuyBack Achievers Index. Over the past 10 years, KKR returned 24.52%/yr vs 11.93%/yr for IPKW. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
KKR vs. IPKW - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KKR achieves a -24.22% return, which is significantly lower than IPKW's 5.48% return. Over the past 10 years, KKR has outperformed IPKW with an annualized return of 24.52%, while IPKW has yielded a comparatively lower 11.93% annualized return.
KKR
- 1D
- 0.99%
- 1M
- -3.15%
- YTD
- -24.22%
- 6M
- -29.28%
- 1Y
- -20.15%
- 3Y*
- 19.99%
- 5Y*
- 12.18%
- 10Y*
- 24.52%
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%
KKR vs. IPKW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | -24.22% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
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% |
Correlation
The correlation between KKR and IPKW is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2014 | 0.52 |
The correlation between KKR and IPKW shifts across timeframes, from 0.36 (1 year) to 0.53 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KKR vs. IPKW — Risk / Return Rank
KKR
IPKW
KKR vs. IPKW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Invesco International BuyBack Achievers™ ETF (IPKW). 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.
| KKR | IPKW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.16 | ||
| Sortino ratioReturn per unit of downside risk | -2.89 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.28 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 2.49 | -3.00 |
| Martin ratioReturn relative to average drawdown | -0.92 | 8.37 | -9.29 |
Loading charts...
Drawdowns
KKR vs. IPKW - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, which is greater than IPKW's maximum drawdown of -47.24%. Use the drawdown chart below to compare losses from any high point for KKR and IPKW.
Loading charts...
Drawdown Indicators
| KKR | IPKW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.10% | -47.24% | -5.86% |
Max Drawdown (1Y)Largest decline over 1 year | -44.62% | -9.14% | -35.48% |
Max Drawdown (3Y)Largest decline over 3 years | -49.42% | -17.77% | -31.65% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | -32.67% | -16.75% |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | -47.24% | -2.18% |
Current DrawdownCurrent decline from peak | -41.85% | -3.00% | -38.85% |
Average DrawdownAverage peak-to-trough decline | -16.22% | -8.98% | -7.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.65% | 2.72% | +21.93% |
Volatility
KKR vs. IPKW - Volatility Comparison
KKR & Co. Inc. (KKR) has a higher volatility of 9.89% compared to Invesco International BuyBack Achievers™ ETF (IPKW) at 4.33%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier than IPKW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KKR | IPKW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 4.33% | +5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 29.26% | 12.27% | +16.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.32% | 14.68% | +22.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.23% | 17.06% | +22.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.62% | 17.90% | +18.72% |
Dividends
KKR vs. IPKW - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.78%, less than IPKW's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KKR KKR & Co. Inc. | 0.78% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
Frequently Asked Questions
KKR and IPKW have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (9.89%) compared to IPKW (4.33%). In terms of maximum drawdown, KKR dropped -53.10% vs IPKW's -47.24%.
IPKW currently has the higher Sharpe Ratio (1.55 vs -0.61), 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.
Find the right allocation for KKR and IPKW
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer