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PKWInvesco BuyBack Achievers ETF

Grow my money19y track recordRanked #875 of 2,999 in this goal

Tracks the Nasdaq US BuyBack Achievers Index.

By Invesco · Launched 2006

Annual Cost

0.62%

#3,325 of 5,861 · average

Fund Size

$1.7B

#849 of 5,861 · large

Return (1Y)Goal

+18.2%

Track Record

19 years

#383 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,726+17.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Index tracking

Factor

Buybacks

Index tracked

Nasdaq US BuyBack Achievers Index

What it actually holds

By weight

Concentration

Top 10 holdings = 40.4% of fundmoderately concentrated

Invesco Private Prime Fund
6.4%
Citigroup Inc.
5.4%
Johnson Controls International PLC
4.7%
Wells Fargo & Co.
4.3%
HCA Healthcare, Inc.
3.7%
Marathon Petroleum Corp.
3.6%
General Motors Co.
3.5%
Adobe Inc.
3.5%
Aflac Inc.
2.8%
PayPal Holdings, Inc.
2.5%

Asset allocation

Stocks
100.0%
Cash
0.0%

By sector

Financial Services
29.6%
Consumer Cyclical
18.9%
Industrials
14.7%
Healthcare
10.7%
Technology
10.5%
Energy
5.2%
Communication
4.0%
Consumer Defensive
3.0%
Other
3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.2%Moderate

Year-on-year price swings

Max drawdown
-40.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.31Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the Nasdaq US BuyBack Achievers Index.
Strategy
Invests at least 90% of total assets in U.S. exchange-listed common stocks that comprise the Nasdaq US BuyBack Achievers Index using full replication methodology. The Fund has significant exposure to the financials sector and maintains a diversified portfolio as defined by the Investment Company Act.
Inception date
December 20, 2006
Fund family
Invesco

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Data updated on 2026-08-04