KOKU vs PFM
Comparison between XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF) and INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF).
5-Year PerformanceKOKU has outperformed PFM, delivering a return of +11.7% compared to +10.4%
KOKU vs PFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KOKU
$770M
PFM
$764M
Expense Ratio
Winner
KOKU
0.09%
PFM
0.52%
Max Drawdown
Winner
KOKU
26.83%
PFM
54.71%
Sharpe Ratio
KOKU
1.37
Winner
PFM
1.48
5Y Beta
KOKU
0.92
Winner
PFM
0.69
P/E Ratio
KOKU
28.76
Winner
PFM
25.28
Forward P/E
KOKU
21.73
Winner
PFM
20.41
5Y Dividends CAGR
Winner
KOKU
26.32%
PFM
3.83%
5Y EPS CAGR
Winner
KOKU
28.21%
PFM
13.78%
Debt to Equity
KOKU
31.44%
PFM
N/A
P/S Ratio
KOKU
3.69
Winner
PFM
2.82
P/B Ratio
KOKU
5.46
Winner
PFM
4.83
KOKU vs PFM - Holdings Comparison
KOKU and PFM have 182 common holdings. Overlap is 26.51%
KOKU's top 25 holdings weight is 37.53%. PFM's top 25 holdings weight is 51.96%.
| Rank | KOKU | PFM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.09% | BROADCOM INC (AVGO) - 5.18% |
| #2 | APPLE INC (AAPL) - 5.29% | APPLE INC (AAPL) - 4.58% |
| #3 | MICROSOFT CORP (MSFT) - 3.44% | MICROSOFT CORP (MSFT) - 4.15% |
| #4 | AMAZON.COM INC (AMZN) - 2.98% | ELI LILLY AND CO (LLY) - 3.61% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.60% | WALMART INC (WMT) - 3.40% |
| #6 | BROADCOM INC (AVGO) - 2.17% | JPMORGAN CHASE & CO (JPM) - 2.97% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.15% | EXXON MOBIL CORP (XOM) - 2.24% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.55% | JOHNSON & JOHNSON (JNJ) - 1.99% |
| #9 | TESLA INC (TSLA) - 1.40% | ORACLE CORP (ORCL) - 1.99% |
| #10 | ELI LILLY AND CO (LLY) - 1.00% | VISA INC CLASS A (V) - 1.97% |
| #11 | MICRON TECHNOLOGY INC (MU) - 0.99% | CISCO SYSTEMS INC (CSCO) - 1.68% |
| #12 | JPMORGAN CHASE & CO (JPM) - 0.97% | COSTCO WHOLESALE CORP (COST) - 1.60% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 0.88% | MASTERCARD INC CLASS A (MA) - 1.57% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.78% | CATERPILLAR INC (CAT) - 1.52% |
| #15 | EXXON MOBIL CORP (XOM) - 0.76% | LAM RESEARCH CORP (LRCX) - 1.45% |
| #16 | ASML HOLDING NV (n/a) - 0.74% | BANK OF AMERICA CORP (BAC) - 1.35% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.66% | ABBVIE INC (ABBV) - 1.35% |
| #18 | VISA INC CLASS A (V) - 0.64% | CHEVRON CORP (CVX) - 1.32% |
| #19 | INTEL CORP (INTC) - 0.63% | COCA-COLA CO (KO) - 1.24% |
| #20 | WALMART INC (WMT) - 0.61% | UNITEDHEALTH GROUP INC (UNH) - 1.23% |
| #21 | BHP GROUP LTD (n/a) - 0.25% | PROCTER & GAMBLE CO (PG) - 1.19% |
| #22 | VERIZON COMMUNICATIONS INC (VZ) - 0.24% | MORGAN STANLEY (MS) - 1.15% |
| #23 | PALO ALTO NETWORKS INC (PANW) - 0.24% | THE HOME DEPOT INC (HD) - 1.11% |
| #24 | PEPSICO INC (PEP) - 0.24% | TEXAS INSTRUMENTS INC (TXN) - 1.06% |
| #25 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.23% | THE GOLDMAN SACHS GROUP INC (GS) - 1.06% |
| Total Holdings | 1113 | 433 |
KOKU vs PFM - Historical Returns
Returns include dividend reinvestment.
1M
KOKU
+1.45%
Winner
PFM
+1.82%
3M
Winner
KOKU
+6.97%
PFM
+4.54%
6M
Winner
KOKU
+7.81%
PFM
+7.14%
1Y
Winner
KOKU
+23.41%
PFM
+19.00%
5Y(CAGR)
Winner
KOKU
+11.69%
PFM
+10.45%
10Y(CAGR)
KOKU
N/A
PFM
+11.71%
Max(CAGR)
Winner
KOKU
+17.95%
PFM
+8.71%
KOKU vs PFM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KOKU | PFM |
|---|---|---|
| 2026 | +7.07% | +7.00% |
| 2025 | +21.54% | +14.36% |
| 2024 | +20.42% | +16.93% |
| 2023 | +24.37% | +11.52% |
| 2022 | -18.29% | -6.07% |
| 2021 | +24.87% | +24.81% |
| 2020 | +40.42% | +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% |
KOKU vs PFM Drawdown Comparison
The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The current KOKU drawdown is -2.95%. The current PFM drawdown is -1.11%.
| Rank | KOKU | PFM |
|---|---|---|
| #1 | -25.78% Jan 3, 2022 - Dec 14, 2023 | -53.22% Oct 9, 2007 - Aug 17, 2012 |
| #2 | -17.73% Feb 14, 2025 - Jun 3, 2025 | -32.19% Feb 14, 2020 - Sep 2, 2020 |
| #3 | -9.04% Jan 27, 2026 - Apr 15, 2026 | -17.82% Jan 4, 2022 - Jul 20, 2023 |
| #4 | -8.83% Sep 2, 2020 - Nov 9, 2020 | -15.08% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -7.91% Jul 16, 2024 - Aug 23, 2024 | -14.51% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -6.87% Jun 8, 2020 - Jul 15, 2020 | -13.07% Dec 23, 2014 - Mar 17, 2016 |
| #7 | -5.46% Sep 2, 2021 - Oct 25, 2021 | -10.83% Jan 26, 2018 - Sep 11, 2018 |
| #8 | -5.14% Mar 28, 2024 - May 10, 2024 | -9.67% Jul 26, 2023 - Dec 11, 2023 |
| #9 | -4.91% Oct 28, 2025 - Dec 10, 2025 | -8.41% Jun 4, 2007 - Oct 1, 2007 |
| #10 | -4.80% Nov 8, 2021 - Dec 27, 2021 | -7.10% Feb 11, 2026 - Apr 30, 2026 |
| #11 | -4.53% Dec 6, 2024 - Jan 23, 2025 | -6.82% Oct 12, 2020 - Nov 9, 2020 |
| #12 | -4.43% Feb 16, 2021 - Mar 15, 2021 | -6.63% Dec 31, 2013 - Mar 18, 2014 |
| #13 | -4.39% Apr 17, 2020 - Apr 27, 2020 | -6.40% Oct 8, 2012 - Jan 4, 2013 |
| #14 | -4.06% Aug 30, 2024 - Sep 19, 2024 | -6.39% Sep 2, 2020 - Oct 12, 2020 |
| #15 | -3.98% Apr 30, 2020 - May 18, 2020 | -5.97% May 21, 2013 - Jul 18, 2013 |
Correlation
Correlation between KOKU and PFM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
KOKU vs PFM dividend yield comparison.
| Year | KOKU | PFM |
|---|---|---|
| 2026 | 0.21% | 0.35% |
| 2025 | 1.48% | 1.41% |
| 2024 | 1.63% | 1.58% |
| 2023 | 1.76% | 1.86% |
| 2022 | 1.98% | 1.95% |
| 2021 | 1.89% | 1.69% |
| 2020 | 0.55% | 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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