PFM vs CLOZ
Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and ELDRIDGE BBB-B CLO ETF (CLOZ, ETF).
PFM vs CLOZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFM
$790M
Winner
CLOZ
$794M
Expense Ratio
PFM
0.52%
Winner
CLOZ
0.50%
Max Drawdown
PFM
54.71%
Winner
CLOZ
6.72%
Sharpe Ratio
Winner
PFM
1.48
CLOZ
0.30
5Y Beta
PFM
0.67
Winner
CLOZ
0.15
P/E Ratio
PFM
25.06
CLOZ
N/A
Forward P/E
PFM
20.62
CLOZ
N/A
5Y Dividends CAGR
PFM
4.18%
CLOZ
N/A
5Y EPS CAGR
PFM
14.33%
CLOZ
N/A
P/S Ratio
PFM
2.66
CLOZ
N/A
P/B Ratio
PFM
4.73
CLOZ
N/A
PFM vs CLOZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFM
+2.61%
CLOZ
-0.12%
3M
Winner
PFM
+5.09%
CLOZ
+0.63%
6M
Winner
PFM
+8.15%
CLOZ
+3.15%
1Y
Winner
PFM
+18.46%
CLOZ
+4.87%
5Y(CAGR)
PFM
+10.81%
CLOZ
N/A
10Y(CAGR)
PFM
+11.81%
CLOZ
N/A
Max(CAGR)
PFM
+8.87%
Winner
CLOZ
+9.94%
PFM vs CLOZ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PFM | CLOZ |
|---|---|---|
| 2026 | +12.43% | +3.01% |
| 2025 | +14.36% | +5.89% |
| 2024 | +16.93% | +11.34% |
| 2023 | +11.52% | +14.91% |
| 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 CLOZ Drawdown Comparison
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current PFM drawdown is -0.65%. The current CLOZ drawdown is -0.49%.
| Rank | PFM | CLOZ |
|---|---|---|
| #1 | -53.22% Oct 9, 2007 - Aug 17, 2012 | -5.32% Feb 19, 2025 - May 14, 2025 |
| #2 | -32.19% Feb 14, 2020 - Sep 2, 2020 | -3.90% Feb 3, 2026 - Apr 28, 2026 |
| #3 | -17.82% Jan 4, 2022 - Jul 20, 2023 | -2.69% Feb 23, 2023 - Apr 10, 2023 |
| #4 | -15.08% Sep 21, 2018 - Mar 21, 2019 | -1.38% Jul 29, 2024 - Aug 22, 2024 |
| #5 | -14.51% Feb 19, 2025 - Jun 30, 2025 | -1.12% Oct 8, 2025 - Nov 26, 2025 |
| #6 | -13.07% Dec 23, 2014 - Mar 17, 2016 | -0.63% Jun 1, 2026 - Jun 26, 2026 |
| #7 | -10.83% Jan 26, 2018 - Sep 11, 2018 | -0.59% May 1, 2023 - May 26, 2023 |
| #8 | -9.67% Jul 26, 2023 - Dec 11, 2023 | -0.56% Dec 20, 2023 - Jan 2, 2024 |
| #9 | -8.41% Jun 4, 2007 - Oct 1, 2007 | -0.49% Aug 14, 2026 - Aug 24, 2026 |
| #10 | -7.10% Feb 11, 2026 - Apr 30, 2026 | -0.43% May 29, 2025 - Jun 18, 2025 |
| #11 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -0.41% Jan 2, 2024 - Jan 10, 2024 |
| #12 | -6.63% Dec 31, 2013 - Mar 18, 2014 | -0.41% Jun 23, 2025 - Jul 3, 2025 |
| #13 | -6.40% Oct 8, 2012 - Jan 4, 2013 | -0.41% Sep 26, 2023 - Oct 17, 2023 |
| #14 | -6.39% Sep 2, 2020 - Oct 12, 2020 | -0.38% Sep 23, 2024 - Oct 16, 2024 |
| #15 | -5.97% May 21, 2013 - Jul 18, 2013 | -0.37% Sep 17, 2025 - Oct 3, 2025 |
Correlation
Correlation between PFM and CLOZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
PFM vs CLOZ dividend yield comparison.
| Year | PFM | CLOZ |
|---|---|---|
| 2026 | 0.67% | 4.02% |
| 2025 | 1.41% | 7.63% |
| 2024 | 1.58% | 9.09% |
| 2023 | 1.86% | 8.81% |
| 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% |
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