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PKW
+7.11 · +5.47%
$137.01 · NASDAQ

Invesco BuyBack Achievers ETF (PKW) ETF Analysis | Mid-Cap Value

Invesco · United States
AUM:$1.6B
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.62% — moderate cost. Consider how fees compound over long holding periods.

What is PKW?

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The NASDAQ includes common stocks in the underlying index pursuant to a proprietary selection methodology that identifies a universe of BuyBack Achievers TM.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PKW delivered 18.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.62%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 35.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.6B
Expense Ratio0.62%
Dividend Yield0.98%
Holdings50
Inception DateDec 2006
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.03
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.1%
1Y
+17.1%
3Y
+68.8%
5Y
+68.1%
OpenBook InsightIf you had invested £10,000 in PKW 5 years ago, it would have grown to £16,811 — a gain of £6,811.

Annual Returns

Calendar year performance

PKW delivered positive returns in 4 of the last 5 calendar years.
YearPKW
2026 YTD+13.0%
2025+17.8%
2024+16.8%
2023+17.5%
2022-10.3%
CAGR 4yr+9.8%
4/5 positive yearsAvg return: +11.0%Worst year: -10.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.9%
Low
Momentum
+6.5%
30-day change
Support Level
147.90
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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