PFM vs AVTM

Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF).

PFM vs AVTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFM(ETF)	AVTM(ETF)
Net Assets	$781M	$773M
Expense Ratio	0.52%	0.22%
Max Drawdown	54.71%	9.29%
Sharpe Ratio	1.46	1.20
5Y Beta	0.68	1.10
P/E Ratio	25.87	24.72
Forward P/E	20.53	19.08
5Y Dividends CAGR	3.83%	N/A
5Y EPS CAGR	15.15%	27.50%
Debt to Equity	N/A	44.40%
P/S Ratio	2.64	3.23
P/B Ratio	4.75	4.49

Net Assets

Winner

PFM

$781M

AVTM

$773M

Expense Ratio

PFM

0.52%

Winner

AVTM

0.22%

Max Drawdown

PFM

54.71%

Winner

AVTM

9.29%

Sharpe Ratio

Winner

PFM

1.46

AVTM

1.20

5Y Beta

Winner

PFM

0.68

AVTM

1.10

P/E Ratio

PFM

25.87

Winner

AVTM

24.72

Forward P/E

PFM

20.53

Winner

AVTM

19.08

5Y Dividends CAGR

PFM

3.83%

AVTM

N/A

5Y EPS CAGR

PFM

15.15%

Winner

AVTM

27.50%

Debt to Equity

PFM

N/A

AVTM

44.40%

P/S Ratio

Winner

PFM

2.64

AVTM

3.23

P/B Ratio

PFM

4.75

Winner

AVTM

4.49

PFM vs AVTM - Holdings Comparison

PFM and AVTM have 268 common holdings. Overlap is 19.41%

PFM's top 25 holdings weight is 48.93%. AVTM's top 25 holdings weight is 51.78%.

Rank	PFM	AVTM
#1	BROADCOM INC (AVGO) - 5.84%	AVANTIS INTERNATIONAL EQUITY ETF (AVDE) - 7.40%
#2	APPLE INC (AAPL) - 4.63%	NVIDIA CORP (NVDA) - 5.86%
#3	MICROSOFT CORP (MSFT) - 4.36%	ALPHABET INC CLASS C (GOOG) - 4.20%
#4	ELI LILLY AND CO (LLY) - 3.57%	APPLE INC (AAPL) - 4.11%
#5	WALMART INC (WMT) - 3.20%	AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 3.50%
#6	JPMORGAN CHASE & CO (JPM) - 2.89%	AVANTIS U.S. QUALITY ETF (AVUQ) - 3.26%
#7	ORACLE CORP (ORCL) - 2.50%	JPMORGAN CHASE & CO (JPM) - 2.60%
#8	EXXON MOBIL CORP (XOM) - 2.22%	MICROSOFT CORP (MSFT) - 2.51%
#9	JOHNSON & JOHNSON (JNJ) - 1.91%	META PLATFORMS INC CLASS A (META) - 2.22%
#10	VISA INC CLASS A (V) - 1.90%	AMAZON.COM INC (AMZN) - 1.70%
#11	CISCO SYSTEMS INC (CSCO) - 1.80%	ELI LILLY AND CO (LLY) - 1.67%
#12	COSTCO WHOLESALE CORP (COST) - 1.51%	TWILIO INC CLASS A (TWLO) - 1.67%
#13	CATERPILLAR INC (CAT) - 1.50%	THE GOLDMAN SACHS GROUP INC (GS) - 1.65%
#14	MASTERCARD INC CLASS A (MA) - 1.50%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31%
#15	LAM RESEARCH CORP (LRCX) - 1.48%	MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.27%
#16	ABBVIE INC (ABBV) - 1.35%	MICRON TECHNOLOGY INC (MU) - 1.23%
#17	BANK OF AMERICA CORP (BAC) - 1.34%	ALPHABET INC CLASS A (GOOGL) - 1.17%
#18	CHEVRON CORP (CVX) - 1.33%	BROADCOM INC (AVGO) - 1.05%
#19	UNITEDHEALTH GROUP INC (UNH) - 1.22%	APPLIED MATERIALS INC (AMAT) - 1.02%
#20	MORGAN STANLEY (MS) - 1.21%	VISA INC CLASS A (V) - 0.95%
#21	BANK OF NEW YORK MELLON CORP (BNY) - 0.34%	UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.30%
#22	MEDTRONIC PLC (MDT) - 0.34%	U.S. BANCORP (USB) - 0.29%
#23	DUKE ENERGY CORP (DUK) - 0.33%	L3HARRIS TECHNOLOGIES INC (LHX) - 0.29%
#24	AUTOMATIC DATA PROCESSING INC (ADP) - 0.33%	ULTA BEAUTY INC (ULTA) - 0.28%
#25	CUMMINS INC (CMI) - 0.33%	THE CIGNA GROUP (CI) - 0.27%
Total Holdings	393	1348

PFM vs AVTM - Historical Returns

Returns include dividend reinvestment.

Period	PFM	AVTM
1 month	+2.52%	+2.42%
3 months	+7.67%	+13.37%
6 months	+7.53%	N/A
1 year	+17.94%	N/A
5 years(CAGR)	+10.64%	N/A
10 years(CAGR)	+11.80%	N/A
Max(CAGR)	+8.74%	+25.11%

Winner

PFM

+2.52%

AVTM

+2.42%

PFM

+7.67%

Winner

AVTM

+13.37%

PFM

+7.53%

AVTM

N/A

PFM

+17.94%

AVTM

N/A

5Y(CAGR)

PFM

+10.64%

AVTM

N/A

10Y(CAGR)

PFM

+11.80%

AVTM

N/A

Max(CAGR)

PFM

+8.74%

Winner

AVTM

+25.11%

PFM vs AVTM - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PFM	AVTM
2026	+7.79%	+8.30%
2025	+14.36%	N/A
2024	+16.93%	N/A
2023	+11.52%	N/A
2022	-6.07%	N/A
2021	+24.81%	N/A
2020	+9.32%	N/A
2019	+27.28%	N/A
2018	-4.59%	N/A
2017	+17.03%	N/A
2016	+15.96%	N/A
2015	-3.12%	N/A
2014	+12.13%	N/A
2013	+22.82%	N/A
2012	+9.73%	N/A
2011	+8.29%	N/A
2010	+13.16%	N/A
2009	+7.39%	N/A
2008	-28.22%	N/A
2007	-0.21%	N/A
2006	+14.35%	N/A
2005	+1.93%	N/A

PFM vs AVTM Drawdown Comparison

The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.

The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The current PFM drawdown is -0.37%. The current AVTM drawdown is -1.54%.

Rank	PFM	AVTM
#1	-53.22% Oct 9, 2007 - Aug 17, 2012	-9.21% Feb 9, 2026 - Apr 15, 2026
#2	-32.19% Feb 14, 2020 - Sep 2, 2020	-4.04% Jun 4, 2026 - Jun 10, 2026
#3	-17.82% Jan 4, 2022 - Jul 20, 2023	-2.21% Feb 2, 2026 - Feb 6, 2026
#4	-15.08% Sep 21, 2018 - Mar 21, 2019	-2.09% May 14, 2026 - May 26, 2026
#5	-14.51% Feb 19, 2025 - Jun 30, 2025	-1.01% Apr 27, 2026 - Apr 30, 2026
#6	-13.07% Dec 23, 2014 - Mar 17, 2016	-0.70% May 1, 2026 - May 5, 2026
#7	-10.83% Jan 26, 2018 - Sep 11, 2018	-0.69% Apr 20, 2026 - Apr 22, 2026
#8	-9.67% Jul 26, 2023 - Dec 11, 2023	-0.68% May 6, 2026 - May 8, 2026
#9	-8.41% Jun 4, 2007 - Oct 1, 2007	-0.65% Jun 2, 2026 - Jun 4, 2026
#10	-7.10% Feb 11, 2026 - Apr 30, 2026	-0.51% Apr 22, 2026 - Apr 24, 2026
#11	-6.82% Oct 12, 2020 - Nov 9, 2020	-0.35% May 11, 2026 - May 13, 2026
#12	-6.63% Dec 31, 2013 - Mar 18, 2014	-0.20% May 26, 2026 - May 28, 2026
#13	-6.40% Oct 8, 2012 - Jan 4, 2013	N/A
#14	-6.39% Sep 2, 2020 - Oct 12, 2020	N/A
#15	-5.97% May 21, 2013 - Jul 18, 2013	N/A

Correlation

Correlation between PFM and AVTM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2005 - 2026)

PFM vs AVTM dividend yield comparison.

Year	PFM	AVTM
2026	0.35%	0.28%
2025	1.41%	0.00%
2024	1.58%	0.00%
2023	1.86%	0.00%
2022	1.95%	0.00%
2021	1.69%	0.00%
2020	1.92%	0.00%
2019	1.94%	0.00%
2018	2.27%	0.00%
2017	1.70%	0.00%
2016	2.56%	0.00%
2015	2.36%	0.00%
2014	1.93%	0.00%
2013	1.88%	0.00%
2012	2.36%	0.00%
2011	2.17%	0.00%
2010	1.99%	0.00%
2009	1.55%	0.00%
2008	3.12%	0.00%
2007	1.97%	0.00%
2006	1.84%	0.00%
2005	0.58%	0.00%