AVTM vs PFM
Comparison between AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF) and INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF).
AVTM vs PFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVTM
$779M
PFM
$779M
Expense Ratio
Winner
AVTM
0.22%
PFM
0.52%
Max Drawdown
Winner
AVTM
9.29%
PFM
54.71%
Sharpe Ratio
AVTM
1.00
Winner
PFM
1.29
5Y Beta
AVTM
1.06
Winner
PFM
0.67
P/E Ratio
AVTM
26.59
Winner
PFM
25.81
Forward P/E
Winner
AVTM
19.67
PFM
20.22
5Y Dividends CAGR
AVTM
N/A
PFM
4.18%
5Y EPS CAGR
Winner
AVTM
24.95%
PFM
14.47%
P/S Ratio
AVTM
3.12
Winner
PFM
2.51
P/B Ratio
AVTM
4.78
Winner
PFM
4.70
AVTM vs PFM - Holdings Comparison
AVTM and PFM have 273 common holdings. Overlap is 25.30%
AVTM's top 25 holdings weight is 54.19%. PFM's top 25 holdings weight is 46.34%.
| Rank | AVTM | PFM |
|---|---|---|
| #1 | AVANTIS INTERNATIONAL EQUITY ETF (AVDE) - 8.60% | ELI LILLY AND CO (LLY) - 4.17% |
| #2 | NVIDIA CORP (NVDA) - 5.41% | APPLE INC (AAPL) - 3.97% |
| #3 | AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 4.20% | BROADCOM INC (AVGO) - 3.44% |
| #4 | APPLE INC (AAPL) - 3.96% | MICROSOFT CORP (MSFT) - 3.37% |
| #5 | ALPHABET INC CLASS C (GOOG) - 3.66% | WALMART INC (WMT) - 3.28% |
| #6 | AVANTIS U.S. QUALITY ETF (AVUQ) - 3.17% | JPMORGAN CHASE & CO (JPM) - 3.23% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.74% | JOHNSON & JOHNSON (JNJ) - 2.31% |
| #8 | MICROSOFT CORP (MSFT) - 2.24% | EXXON MOBIL CORP (XOM) - 2.13% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.00% | VISA INC CLASS A (V) - 2.10% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 1.72% | MASTERCARD INC CLASS A (MA) - 1.66% |
| #11 | ELI LILLY AND CO (LLY) - 1.72% | CISCO SYSTEMS INC (CSCO) - 1.63% |
| #12 | AMAZON.COM INC (AMZN) - 1.54% | ABBVIE INC (ABBV) - 1.63% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.46% | CATERPILLAR INC (CAT) - 1.59% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% | COSTCO WHOLESALE CORP (COST) - 1.54% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.29% | LAM RESEARCH CORP (LRCX) - 1.52% |
| #16 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.24% | BANK OF AMERICA CORP (BAC) - 1.51% |
| #17 | TWILIO INC CLASS A (TWLO) - 1.07% | ORACLE CORP (ORCL) - 1.47% |
| #18 | ALPHABET INC CLASS A (GOOGL) - 1.07% | UNITEDHEALTH GROUP INC (UNH) - 1.41% |
| #19 | BROADCOM INC (AVGO) - 0.97% | COCA-COLA CO (KO) - 1.31% |
| #20 | MARVELL TECHNOLOGY INC (MRVL) - 0.96% | CHEVRON CORP (CVX) - 1.28% |
| #21 | VISA INC CLASS A (V) - 0.94% | EQUINIX INC (EQIX) - 0.36% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.77% | MCKESSON CORP (MCK) - 0.36% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.73% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.36% |
| #24 | JABIL INC (JBL) - 0.72% | DUKE ENERGY CORP (DUK) - 0.36% |
| #25 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.71% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.35% |
| Total Holdings | 1394 | 395 |
AVTM vs PFM - Historical Returns
Returns include dividend reinvestment.
1M
AVTM
-0.25%
Winner
PFM
+1.43%
3M
Winner
AVTM
+6.66%
PFM
+4.70%
6M
Winner
AVTM
+8.75%
PFM
+6.87%
1Y
AVTM
N/A
PFM
+16.64%
5Y(CAGR)
AVTM
N/A
PFM
+10.62%
10Y(CAGR)
AVTM
N/A
PFM
+11.39%
Max(CAGR)
Winner
AVTM
+19.89%
PFM
+8.74%
AVTM vs PFM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | AVTM | PFM |
|---|---|---|
| 2026 | +8.75% | +8.81% |
| 2025 | N/A | +14.36% |
| 2024 | N/A | +16.93% |
| 2023 | N/A | +11.52% |
| 2022 | N/A | -6.07% |
| 2021 | N/A | +24.81% |
| 2020 | N/A | +9.32% |
| 2019 | N/A | +27.28% |
| 2018 | N/A | -4.59% |
| 2017 | N/A | +17.03% |
| 2016 | N/A | +15.96% |
| 2015 | N/A | -3.12% |
| 2014 | N/A | +12.13% |
| 2013 | N/A | +22.82% |
| 2012 | N/A | +9.73% |
| 2011 | N/A | +8.29% |
| 2010 | N/A | +13.16% |
| 2009 | N/A | +7.39% |
| 2008 | N/A | -28.22% |
| 2007 | N/A | -0.21% |
| 2006 | N/A | +14.35% |
| 2005 | N/A | +1.93% |
AVTM vs PFM Drawdown Comparison
The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The current AVTM drawdown is -1.12%. The current PFM drawdown is -0.73%.
| Rank | AVTM | PFM |
|---|---|---|
| #1 | -9.21% Feb 9, 2026 - Apr 15, 2026 | -53.22% Oct 9, 2007 - Aug 17, 2012 |
| #2 | -4.04% Jun 4, 2026 - Jun 10, 2026 | -32.19% Feb 14, 2020 - Sep 2, 2020 |
| #3 | -2.21% Feb 2, 2026 - Feb 6, 2026 | -17.82% Jan 4, 2022 - Jul 20, 2023 |
| #4 | -2.09% May 14, 2026 - May 26, 2026 | -15.08% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -1.01% Apr 27, 2026 - Apr 30, 2026 | -14.51% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -0.70% May 1, 2026 - May 5, 2026 | -13.07% Dec 23, 2014 - Mar 17, 2016 |
| #7 | -0.69% Apr 20, 2026 - Apr 22, 2026 | -10.83% Jan 26, 2018 - Sep 11, 2018 |
| #8 | -0.68% May 6, 2026 - May 8, 2026 | -9.67% Jul 26, 2023 - Dec 11, 2023 |
| #9 | -0.65% Jun 2, 2026 - Jun 4, 2026 | -8.41% Jun 4, 2007 - Oct 1, 2007 |
| #10 | -0.51% Apr 22, 2026 - Apr 24, 2026 | -7.10% Feb 11, 2026 - Apr 30, 2026 |
| #11 | -0.35% May 11, 2026 - May 13, 2026 | -6.82% Oct 12, 2020 - Nov 9, 2020 |
| #12 | -0.20% May 26, 2026 - May 28, 2026 | -6.63% Dec 31, 2013 - Mar 18, 2014 |
| #13 | N/A | -6.40% Oct 8, 2012 - Jan 4, 2013 |
| #14 | N/A | -6.39% Sep 2, 2020 - Oct 12, 2020 |
| #15 | N/A | -5.97% May 21, 2013 - Jul 18, 2013 |
Correlation
Correlation between AVTM and PFM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
AVTM vs PFM dividend yield comparison.
| Year | AVTM | PFM |
|---|---|---|
| 2026 | 0.28% | 0.69% |
| 2025 | 0.00% | 1.41% |
| 2024 | 0.00% | 1.58% |
| 2023 | 0.00% | 1.86% |
| 2022 | 0.00% | 1.95% |
| 2021 | 0.00% | 1.69% |
| 2020 | 0.00% | 1.92% |
| 2019 | 0.00% | 1.94% |
| 2018 | 0.00% | 2.27% |
| 2017 | 0.00% | 1.70% |
| 2016 | 0.00% | 2.56% |
| 2015 | 0.00% | 2.36% |
| 2014 | 0.00% | 1.93% |
| 2013 | 0.00% | 1.88% |
| 2012 | 0.00% | 2.36% |
| 2011 | 0.00% | 2.17% |
| 2010 | 0.00% | 1.99% |
| 2009 | 0.00% | 1.55% |
| 2008 | 0.00% | 3.12% |
| 2007 | 0.00% | 1.97% |
| 2006 | 0.00% | 1.84% |
| 2005 | 0.00% | 0.58% |
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