PFM vs EWS
Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and ISHARES MSCI SINGAPORE ETF (EWS, ETF).
5-Year PerformancePFM has outperformed EWS, delivering a return of +10.6% compared to +9.0%
PFM vs EWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFM
$781M
Winner
EWS
$783M
Expense Ratio
PFM
0.52%
Winner
EWS
0.50%
Max Drawdown
Winner
PFM
54.71%
EWS
66.92%
Sharpe Ratio
Winner
PFM
1.46
EWS
0.92
5Y Beta
Winner
PFM
0.68
EWS
0.73
P/E Ratio
PFM
25.87
EWS
N/A
Forward P/E
PFM
20.53
EWS
N/A
5Y Dividends CAGR
PFM
3.83%
Winner
EWS
6.33%
5Y EPS CAGR
PFM
15.15%
EWS
N/A
P/S Ratio
PFM
2.64
EWS
N/A
P/B Ratio
PFM
4.75
EWS
N/A
PFM vs EWS - Holdings Comparison
PFM and EWS have 1 common holdings. Overlap is -1.81%
PFM's top 25 holdings weight is 48.93%. EWS's top 25 holdings weight is 99.97%.
| Rank | PFM | EWS |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.84% | DBS GROUP HOLDINGS LTD (n/a) - 20.70% |
| #2 | APPLE INC (AAPL) - 4.63% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 18.03% |
| #3 | MICROSOFT CORP (MSFT) - 4.36% | SEA LTD ADR (SE) - 4.85% |
| #4 | ELI LILLY AND CO (LLY) - 3.57% | KEPPEL LTD (n/a) - 4.68% |
| #5 | WALMART INC (WMT) - 3.20% | SINGAPORE TECHNOLOGIES ENGINEERING LTD (n/a) - 4.60% |
| #6 | JPMORGAN CHASE & CO (JPM) - 2.89% | GRAB HOLDINGS LTD CLASS A (GRAB) - 4.58% |
| #7 | ORACLE CORP (ORCL) - 2.50% | SINGAPORE AIRLINES LTD (n/a) - 4.50% |
| #8 | EXXON MOBIL CORP (XOM) - 2.22% | CAPITALAND ASCENDAS REIT UNITS (n/a) - 4.47% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.91% | SEMBCORP INDUSTRIES LTD (n/a) - 4.22% |
| #10 | VISA INC CLASS A (V) - 1.90% | SINGAPORE EXCHANGE LTD (n/a) - 4.12% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.80% | YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD (n/a) - 4.11% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.51% | UNITED OVERSEAS BANK LTD (n/a) - 4.07% |
| #13 | CATERPILLAR INC (CAT) - 1.50% | WILMAR INTERNATIONAL LTD (n/a) - 4.06% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.50% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 3.89% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.48% | CAPITALAND INTEGRATED COMMERCIAL TRUST (n/a) - 3.04% |
| #16 | ABBVIE INC (ABBV) - 1.35% | USD CASH (n/a) - 2.66% |
| #17 | BANK OF AMERICA CORP (BAC) - 1.34% | SGD CASH (n/a) - 2.07% |
| #18 | CHEVRON CORP (CVX) - 1.33% | SGD/USD PURCHASED (n/a) - 1.81% |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 1.22% | CAPITALAND INVESTMENT LTD (n/a) - 1.31% |
| #20 | MORGAN STANLEY (MS) - 1.21% | CASH OFFSET (n/a) - 0.01% |
| #21 | BANK OF NEW YORK MELLON CORP (BNY) - 0.34% | MSCI SING IX ETS JUN 26 (n/a) - 0.00% |
| #22 | MEDTRONIC PLC (MDT) - 0.34% | SGD/USD SOLD (n/a) - -1.81% |
| #23 | DUKE ENERGY CORP (DUK) - 0.33% | N/A |
| #24 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.33% | N/A |
| #25 | CUMMINS INC (CMI) - 0.33% | N/A |
| Total Holdings | 393 | 22 |
PFM vs EWS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFM
+2.52%
EWS
+0.59%
3M
Winner
PFM
+7.67%
EWS
+6.31%
6M
PFM
+7.53%
Winner
EWS
+7.67%
1Y
Winner
PFM
+17.94%
EWS
+17.40%
5Y(CAGR)
Winner
PFM
+10.64%
EWS
+8.97%
10Y(CAGR)
Winner
PFM
+11.80%
EWS
+7.88%
Max(CAGR)
Winner
PFM
+8.74%
EWS
+6.06%
PFM vs EWS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFM | EWS |
|---|---|---|
| 2026 | +7.79% | +5.05% |
| 2025 | +14.36% | +31.94% |
| 2024 | +16.93% | +24.23% |
| 2023 | +11.52% | +6.17% |
| 2022 | -6.07% | -9.96% |
| 2021 | +24.81% | +5.17% |
| 2020 | +9.32% | -9.65% |
| 2019 | +27.28% | +14.53% |
| 2018 | -4.59% | -13.04% |
| 2017 | +17.03% | +33.47% |
| 2016 | +15.96% | +3.00% |
| 2015 | -3.12% | -17.65% |
| 2014 | +12.13% | +4.34% |
| 2013 | +22.82% | -1.46% |
| 2012 | +9.73% | +27.44% |
| 2011 | +8.29% | -19.19% |
| 2010 | +13.16% | +21.82% |
| 2009 | +7.39% | +63.31% |
| 2008 | -28.22% | -44.90% |
| 2007 | -0.21% | +25.64% |
| 2006 | +14.35% | +41.84% |
| 2005 | +1.93% | +15.87% |
| 2004 | N/A | +20.71% |
| 2003 | N/A | +39.43% |
| 2002 | N/A | -13.91% |
| 2001 | N/A | -19.35% |
| 2000 | N/A | -27.36% |
| 1999 | N/A | +15.13% |
PFM vs EWS Drawdown Comparison
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The maximum drawdown for EWS was -63.77%, occurring on Mar 9, 2009. Recovery took 773 trading sessions.
The current PFM drawdown is -0.37%. The current EWS drawdown is -2.77%.
| Rank | PFM | EWS |
|---|---|---|
| #1 | -53.22% Oct 9, 2007 - Aug 17, 2012 | -63.77% Oct 9, 2007 - Nov 2, 2010 |
| #2 | -32.19% Feb 14, 2020 - Sep 2, 2020 | -57.46% Dec 29, 1999 - Aug 2, 2005 |
| #3 | -17.82% Jan 4, 2022 - Jul 20, 2023 | -40.84% Jan 24, 2018 - Sep 11, 2024 |
| #4 | -15.08% Sep 21, 2018 - Mar 21, 2019 | -32.53% Jul 24, 2014 - Oct 27, 2017 |
| #5 | -14.51% Feb 19, 2025 - Jun 30, 2025 | -26.06% Aug 1, 2011 - Dec 14, 2012 |
| #6 | -13.07% Dec 23, 2014 - Mar 17, 2016 | -17.10% May 8, 2006 - Oct 12, 2006 |
| #7 | -10.83% Jan 26, 2018 - Sep 11, 2018 | -16.34% Mar 27, 2025 - Apr 30, 2025 |
| #8 | -9.67% Jul 26, 2023 - Dec 11, 2023 | -15.50% Jul 12, 2007 - Sep 19, 2007 |
| #9 | -8.41% Jun 4, 2007 - Oct 1, 2007 | -15.32% May 8, 2013 - Jul 22, 2014 |
| #10 | -7.10% Feb 11, 2026 - Apr 30, 2026 | -11.90% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -10.43% Nov 9, 2010 - Apr 14, 2011 |
| #12 | -6.63% Dec 31, 2013 - Mar 18, 2014 | -10.27% Aug 2, 2005 - Jan 3, 2006 |
| #13 | -6.40% Oct 8, 2012 - Jan 4, 2013 | -7.96% Apr 29, 2011 - Jul 22, 2011 |
| #14 | -6.39% Sep 2, 2020 - Oct 12, 2020 | -7.82% Feb 20, 2026 - May 20, 2026 |
| #15 | -5.97% May 21, 2013 - Jul 18, 2013 | -7.29% Oct 7, 2025 - Jan 6, 2026 |
Correlation
Correlation between PFM and EWS is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (1999 - 2026)
PFM vs EWS dividend yield comparison.
| Year | PFM | EWS |
|---|---|---|
| 2026 | 0.35% | 0.00% |
| 2025 | 1.41% | 4.10% |
| 2024 | 1.58% | 4.28% |
| 2023 | 1.86% | 6.50% |
| 2022 | 1.95% | 2.56% |
| 2021 | 1.69% | 6.00% |
| 2020 | 1.92% | 2.68% |
| 2019 | 1.94% | 4.70% |
| 2018 | 2.27% | 4.21% |
| 2017 | 1.70% | 3.46% |
| 2016 | 2.56% | 3.96% |
| 2015 | 2.36% | 4.20% |
| 2014 | 1.93% | 3.35% |
| 2013 | 1.88% | 3.77% |
| 2012 | 2.36% | 3.96% |
| 2011 | 2.17% | 4.30% |
| 2010 | 1.99% | 3.06% |
| 2009 | 1.55% | 2.80% |
| 2008 | 3.12% | 5.98% |
| 2007 | 1.97% | 3.69% |
| 2006 | 1.84% | 2.76% |
| 2005 | 0.58% | 3.68% |
| 2004 | 0.00% | 3.85% |
| 2003 | 0.00% | 1.98% |
| 2002 | 0.00% | 1.82% |
| 2001 | 0.00% | 1.42% |
| 2000 | 0.00% | 4.43% |
| 1999 | 0.00% | 1.02% |
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