HFSI vs PFM
Comparison between HARTFORD STRATEGIC INCOME ETF (HFSI, ETF) and INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF).
HFSI vs PFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HFSI
$760M
Winner
PFM
$764M
Expense Ratio
Winner
HFSI
0.49%
PFM
0.52%
Max Drawdown
Winner
HFSI
3.94%
PFM
54.71%
Sharpe Ratio
HFSI
1.01
Winner
PFM
1.48
5Y Beta
Winner
HFSI
0.12
PFM
0.69
P/E Ratio
HFSI
N/A
PFM
25.28
Forward P/E
HFSI
N/A
PFM
20.41
5Y Dividends CAGR
HFSI
N/A
PFM
3.83%
5Y EPS CAGR
HFSI
N/A
PFM
13.78%
P/S Ratio
HFSI
N/A
PFM
2.82
P/B Ratio
HFSI
N/A
PFM
4.83
HFSI vs PFM - Historical Returns
Returns include dividend reinvestment.
1M
HFSI
+0.34%
Winner
PFM
+1.82%
3M
HFSI
+0.33%
Winner
PFM
+4.54%
6M
HFSI
+1.43%
Winner
PFM
+7.14%
1Y
HFSI
+7.66%
Winner
PFM
+19.00%
5Y(CAGR)
HFSI
N/A
PFM
+10.45%
10Y(CAGR)
HFSI
N/A
PFM
+11.71%
Max(CAGR)
Winner
HFSI
+9.94%
PFM
+8.71%
HFSI vs PFM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | HFSI | PFM |
|---|---|---|
| 2026 | +1.00% | +7.00% |
| 2025 | +10.27% | +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% |
HFSI vs PFM Drawdown Comparison
The maximum drawdown for HFSI was -3.06%, occurring on Mar 27, 2026. Recovery took 65 trading sessions.
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The current HFSI drawdown is -0.54%. The current PFM drawdown is -1.11%.
| Rank | HFSI | PFM |
|---|---|---|
| #1 | -3.06% Feb 27, 2026 - Jun 2, 2026 | -53.22% Oct 9, 2007 - Aug 17, 2012 |
| #2 | -0.94% Jul 8, 2025 - Jul 22, 2025 | -32.19% Feb 14, 2020 - Sep 2, 2020 |
| #3 | -0.85% Oct 28, 2025 - Nov 26, 2025 | -17.82% Jan 4, 2022 - Jul 20, 2023 |
| #4 | -0.62% May 19, 2025 - May 27, 2025 | -15.08% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -0.59% Jun 4, 2025 - Jun 12, 2025 | -14.51% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -0.57% Jan 14, 2026 - Jan 27, 2026 | -13.07% Dec 23, 2014 - Mar 17, 2016 |
| #7 | -0.57% Nov 26, 2025 - Dec 24, 2025 | -10.83% Jan 26, 2018 - Sep 11, 2018 |
| #8 | -0.54% Jun 2, 2026 - Jun 5, 2026 | -9.67% Jul 26, 2023 - Dec 11, 2023 |
| #9 | -0.51% Apr 30, 2025 - May 13, 2025 | -8.41% Jun 4, 2007 - Oct 1, 2007 |
| #10 | -0.51% Aug 13, 2025 - Aug 22, 2025 | -7.10% Feb 11, 2026 - Apr 30, 2026 |
| #11 | -0.42% Sep 11, 2025 - Oct 13, 2025 | -6.82% Oct 12, 2020 - Nov 9, 2020 |
| #12 | -0.38% Jun 12, 2025 - Jun 23, 2025 | -6.63% Dec 31, 2013 - Mar 18, 2014 |
| #13 | -0.36% Jun 30, 2025 - Jul 8, 2025 | -6.40% Oct 8, 2012 - Jan 4, 2013 |
| #14 | -0.36% Feb 13, 2026 - Feb 26, 2026 | -6.39% Sep 2, 2020 - Oct 12, 2020 |
| #15 | -0.34% Jan 29, 2026 - Feb 6, 2026 | -5.97% May 21, 2013 - Jul 18, 2013 |
Correlation
Correlation between HFSI and PFM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
HFSI vs PFM dividend yield comparison.
| Year | HFSI | PFM |
|---|---|---|
| 2026 | 2.13% | 0.35% |
| 2025 | 4.38% | 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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