SYLD vs. PKW
Compare and contrast key facts about Cambria Shareholder Yield ETF (SYLD) and Invesco BuyBack Achievers™ ETF (PKW).
SYLD and PKW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SYLD is an actively managed fund by Cambria. It was launched on May 14, 2013. PKW is a passively managed fund by Invesco that tracks the performance of the Share BuyBack Achievers Index. It was launched on Dec 20, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SYLD or PKW.
Correlation
The correlation between SYLD and PKW is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SYLD vs. PKW - Performance Comparison
Key characteristics
SYLD:
-0.61
PKW:
0.30
SYLD:
-0.76
PKW:
0.54
SYLD:
0.90
PKW:
1.08
SYLD:
-0.48
PKW:
0.27
SYLD:
-1.49
PKW:
0.98
SYLD:
8.64%
PKW:
5.84%
SYLD:
21.22%
PKW:
19.14%
SYLD:
-45.36%
PKW:
-54.58%
SYLD:
-20.17%
PKW:
-12.54%
Returns By Period
In the year-to-date period, SYLD achieves a -11.36% return, which is significantly lower than PKW's -5.05% return. Both investments have delivered pretty close results over the past 10 years, with SYLD having a 9.35% annualized return and PKW not far ahead at 9.55%.
SYLD
-11.36%
-7.45%
-13.63%
-12.38%
20.01%
9.35%
PKW
-5.05%
-5.14%
-4.50%
6.43%
17.28%
9.55%
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SYLD vs. PKW - Expense Ratio Comparison
SYLD has a 0.59% expense ratio, which is lower than PKW's 0.62% expense ratio.
Risk-Adjusted Performance
SYLD vs. PKW — Risk-Adjusted Performance Rank
SYLD
PKW
SYLD vs. PKW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambria Shareholder Yield ETF (SYLD) and Invesco BuyBack Achievers™ ETF (PKW). 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.
Dividends
SYLD vs. PKW - Dividend Comparison
SYLD's dividend yield for the trailing twelve months is around 2.34%, more than PKW's 0.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYLD Cambria Shareholder Yield ETF | 2.34% | 2.04% | 1.92% | 2.20% | 2.22% | 2.00% | 2.07% | 2.52% | 1.48% | 1.92% | 6.45% | 3.89% |
PKW Invesco BuyBack Achievers™ ETF | 0.90% | 0.86% | 1.17% | 1.22% | 0.72% | 1.48% | 1.30% | 1.30% | 0.65% | 1.59% | 1.14% | 1.03% |
Drawdowns
SYLD vs. PKW - Drawdown Comparison
The maximum SYLD drawdown since its inception was -45.36%, smaller than the maximum PKW drawdown of -54.58%. Use the drawdown chart below to compare losses from any high point for SYLD and PKW. For additional features, visit the drawdowns tool.
Volatility
SYLD vs. PKW - Volatility Comparison
Cambria Shareholder Yield ETF (SYLD) and Invesco BuyBack Achievers™ ETF (PKW) have volatilities of 14.37% and 14.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.