NANR vs PFM
Comparison between STATE STREET(R) SPDR(R) S&P(R) NORTH AMERICAN NATURAL RESOURCES ETF (NANR, ETF) and INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF).
5-Year PerformanceNANR has outperformed PFM, delivering a return of +15.7% compared to +10.6%
NANR vs PFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NANR
$775M
Winner
PFM
$781M
Expense Ratio
Winner
NANR
0.35%
PFM
0.52%
Max Drawdown
Winner
NANR
51.14%
PFM
54.71%
Sharpe Ratio
Winner
NANR
1.91
PFM
1.46
5Y Beta
NANR
0.74
Winner
PFM
0.68
P/E Ratio
Winner
NANR
23.15
PFM
25.87
Forward P/E
Winner
NANR
12.69
PFM
20.53
5Y Dividends CAGR
Winner
NANR
7.34%
PFM
3.83%
5Y EPS CAGR
Winner
NANR
28.30%
PFM
15.15%
Debt to Equity
NANR
21.79%
PFM
N/A
P/S Ratio
Winner
NANR
1.48
PFM
2.64
P/B Ratio
Winner
NANR
2.19
PFM
4.75
NANR vs PFM - Holdings Comparison
NANR and PFM have 14 common holdings. Overlap is 4.63%
NANR's top 25 holdings weight is 60.42%. PFM's top 25 holdings weight is 48.93%.
| Rank | NANR | PFM |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 8.68% | BROADCOM INC (AVGO) - 5.84% |
| #2 | CHEVRON CORP (CVX) - 6.09% | APPLE INC (AAPL) - 4.63% |
| #3 | NEWMONT CORP (NEM) - 4.28% | MICROSOFT CORP (MSFT) - 4.36% |
| #4 | FREEPORT-MCMORAN INC (FCX) - 3.69% | ELI LILLY AND CO (LLY) - 3.57% |
| #5 | AGNICO EAGLE MINES LTD (n/a) - 3.22% | WALMART INC (WMT) - 3.20% |
| #6 | CORTEVA INC (CTVA) - 3.06% | JPMORGAN CHASE & CO (JPM) - 2.89% |
| #7 | BARRICK MINING CORP (n/a) - 2.61% | ORACLE CORP (ORCL) - 2.50% |
| #8 | CONOCOPHILLIPS (COP) - 2.48% | EXXON MOBIL CORP (XOM) - 2.22% |
| #9 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.31% | JOHNSON & JOHNSON (JNJ) - 1.91% |
| #10 | NUCOR CORP (NUE) - 2.12% | VISA INC CLASS A (V) - 1.90% |
| #11 | WHEATON PRECIOUS METALS CORP (n/a) - 2.12% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #12 | NUTRIEN LTD (NTR) - 1.93% | COSTCO WHOLESALE CORP (COST) - 1.51% |
| #13 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.69% | CATERPILLAR INC (CAT) - 1.50% |
| #14 | FRANCO-NEVADA CORP (FNV) - 1.63% | MASTERCARD INC CLASS A (MA) - 1.50% |
| #15 | SLB LTD (SLB) - 1.45% | LAM RESEARCH CORP (LRCX) - 1.48% |
| #16 | ANGLOGOLD ASHANTI PLC (AU) - 1.40% | ABBVIE INC (ABBV) - 1.35% |
| #17 | MARATHON PETROLEUM CORP (MPC) - 1.36% | BANK OF AMERICA CORP (BAC) - 1.34% |
| #18 | VALERO ENERGY CORP (VLO) - 1.35% | CHEVRON CORP (CVX) - 1.33% |
| #19 | SUNCOR ENERGY INC (SU) - 1.35% | UNITEDHEALTH GROUP INC (UNH) - 1.22% |
| #20 | STEEL DYNAMICS INC (STLD) - 1.34% | MORGAN STANLEY (MS) - 1.21% |
| #21 | SMURFIT WESTROCK PLC (SW) - 1.29% | BANK OF NEW YORK MELLON CORP (BNY) - 0.34% |
| #22 | EOG RESOURCES INC (EOG) - 1.29% | MEDTRONIC PLC (MDT) - 0.34% |
| #23 | PHILLIPS 66 (PSX) - 1.26% | DUKE ENERGY CORP (DUK) - 0.33% |
| #24 | KINROSS GOLD CORP (n/a) - 1.25% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.33% |
| #25 | PACKAGING CORP OF AMERICA (PKG) - 1.17% | CUMMINS INC (CMI) - 0.33% |
| Total Holdings | 205 | 393 |
NANR vs PFM - Historical Returns
Returns include dividend reinvestment.
1M
NANR
-4.71%
Winner
PFM
+2.52%
3M
NANR
-1.76%
Winner
PFM
+7.67%
6M
Winner
NANR
+20.05%
PFM
+7.53%
1Y
Winner
NANR
+44.77%
PFM
+17.94%
5Y(CAGR)
Winner
NANR
+15.67%
PFM
+10.64%
10Y(CAGR)
Winner
NANR
+12.13%
PFM
+11.80%
Max(CAGR)
Winner
NANR
+14.61%
PFM
+8.74%
NANR vs PFM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | NANR | PFM |
|---|---|---|
| 2026 | +17.79% | +7.79% |
| 2025 | +33.71% | +14.36% |
| 2024 | +1.99% | +16.93% |
| 2023 | -1.48% | +11.52% |
| 2022 | +25.72% | -6.07% |
| 2021 | +33.41% | +24.81% |
| 2020 | +1.21% | +9.32% |
| 2019 | +18.39% | +27.28% |
| 2018 | -18.31% | -4.59% |
| 2017 | +6.93% | +17.03% |
| 2016 | +40.16% | +15.96% |
| 2015 | -0.31% | -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% |
NANR vs PFM Drawdown Comparison
The maximum drawdown for NANR was -49.15%, occurring on Mar 18, 2020. Recovery took 743 trading sessions.
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The current NANR drawdown is -5.69%. The current PFM drawdown is -0.37%.
| Rank | NANR | PFM |
|---|---|---|
| #1 | -49.15% Jan 24, 2018 - Jan 6, 2021 | -53.22% Oct 9, 2007 - Aug 17, 2012 |
| #2 | -26.42% Apr 18, 2022 - May 17, 2024 | -32.19% Feb 14, 2020 - Sep 2, 2020 |
| #3 | -18.38% Nov 22, 2024 - Jun 13, 2025 | -17.82% Jan 4, 2022 - Jul 20, 2023 |
| #4 | -17.71% Dec 24, 2015 - Feb 17, 2016 | -15.08% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -17.01% Jun 4, 2021 - Oct 20, 2021 | -14.51% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -13.47% Jan 24, 2017 - Dec 21, 2017 | -13.07% Dec 23, 2014 - Mar 17, 2016 |
| #7 | -10.83% May 20, 2024 - Nov 22, 2024 | -10.83% Jan 26, 2018 - Sep 11, 2018 |
| #8 | -10.00% Jan 14, 2021 - Feb 16, 2021 | -9.67% Jul 26, 2023 - Dec 11, 2023 |
| #9 | -8.93% Mar 2, 2026 - Mar 20, 2026 | -8.41% Jun 4, 2007 - Oct 1, 2007 |
| #10 | -8.71% Aug 18, 2016 - Dec 13, 2016 | -7.10% Feb 11, 2026 - Apr 30, 2026 |
| #11 | -8.32% Apr 29, 2016 - Jun 7, 2016 | -6.82% Oct 12, 2020 - Nov 9, 2020 |
| #12 | -7.77% Nov 15, 2021 - Jan 4, 2022 | -6.63% Dec 31, 2013 - Mar 18, 2014 |
| #13 | -7.17% Mar 12, 2021 - Apr 28, 2021 | -6.40% Oct 8, 2012 - Jan 4, 2013 |
| #14 | -6.64% Mar 18, 2016 - Apr 12, 2016 | -6.39% Sep 2, 2020 - Oct 12, 2020 |
| #15 | -5.83% Oct 8, 2025 - Nov 12, 2025 | -5.97% May 21, 2013 - Jul 18, 2013 |
Correlation
Correlation between NANR and PFM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2005 - 2026)
NANR vs PFM dividend yield comparison.
| Year | NANR | PFM |
|---|---|---|
| 2026 | 0.88% | 0.35% |
| 2025 | 1.77% | 1.41% |
| 2024 | 2.20% | 1.58% |
| 2023 | 2.78% | 1.86% |
| 2022 | 2.70% | 1.95% |
| 2021 | 2.61% | 1.69% |
| 2020 | 2.73% | 1.92% |
| 2019 | 2.02% | 1.94% |
| 2018 | 1.95% | 2.27% |
| 2017 | 1.83% | 1.70% |
| 2016 | 5.01% | 2.56% |
| 2015 | 0.01% | 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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