PFM vs HFSI
Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and HARTFORD STRATEGIC INCOME ETF (HFSI, ETF).
PFM vs HFSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFM
$764M
HFSI
$760M
Expense Ratio
PFM
0.52%
Winner
HFSI
0.49%
Max Drawdown
PFM
54.71%
Winner
HFSI
3.94%
Sharpe Ratio
Winner
PFM
1.48
HFSI
1.01
5Y Beta
PFM
0.69
Winner
HFSI
0.12
P/E Ratio
PFM
25.28
HFSI
N/A
Forward P/E
PFM
20.41
HFSI
N/A
5Y Dividends CAGR
PFM
3.83%
HFSI
N/A
5Y EPS CAGR
PFM
13.78%
HFSI
N/A
P/S Ratio
PFM
2.82
HFSI
N/A
P/B Ratio
PFM
4.83
HFSI
N/A
PFM vs HFSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFM
+1.82%
HFSI
+0.34%
3M
Winner
PFM
+4.54%
HFSI
+0.33%
6M
Winner
PFM
+7.14%
HFSI
+1.43%
1Y
Winner
PFM
+19.00%
HFSI
+7.66%
5Y(CAGR)
PFM
+10.45%
HFSI
N/A
10Y(CAGR)
PFM
+11.71%
HFSI
N/A
Max(CAGR)
PFM
+8.71%
Winner
HFSI
+9.94%
PFM vs HFSI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PFM | HFSI |
|---|---|---|
| 2026 | +7.00% | +1.00% |
| 2025 | +14.36% | +10.27% |
| 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 HFSI Drawdown Comparison
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The maximum drawdown for HFSI was -3.06%, occurring on Mar 27, 2026. Recovery took 65 trading sessions.
The current PFM drawdown is -1.11%. The current HFSI drawdown is -0.54%.
| Rank | PFM | HFSI |
|---|---|---|
| #1 | -53.22% Oct 9, 2007 - Aug 17, 2012 | -3.06% Feb 27, 2026 - Jun 2, 2026 |
| #2 | -32.19% Feb 14, 2020 - Sep 2, 2020 | -0.94% Jul 8, 2025 - Jul 22, 2025 |
| #3 | -17.82% Jan 4, 2022 - Jul 20, 2023 | -0.85% Oct 28, 2025 - Nov 26, 2025 |
| #4 | -15.08% Sep 21, 2018 - Mar 21, 2019 | -0.62% May 19, 2025 - May 27, 2025 |
| #5 | -14.51% Feb 19, 2025 - Jun 30, 2025 | -0.59% Jun 4, 2025 - Jun 12, 2025 |
| #6 | -13.07% Dec 23, 2014 - Mar 17, 2016 | -0.57% Jan 14, 2026 - Jan 27, 2026 |
| #7 | -10.83% Jan 26, 2018 - Sep 11, 2018 | -0.57% Nov 26, 2025 - Dec 24, 2025 |
| #8 | -9.67% Jul 26, 2023 - Dec 11, 2023 | -0.54% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -8.41% Jun 4, 2007 - Oct 1, 2007 | -0.51% Apr 30, 2025 - May 13, 2025 |
| #10 | -7.10% Feb 11, 2026 - Apr 30, 2026 | -0.51% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -0.42% Sep 11, 2025 - Oct 13, 2025 |
| #12 | -6.63% Dec 31, 2013 - Mar 18, 2014 | -0.38% Jun 12, 2025 - Jun 23, 2025 |
| #13 | -6.40% Oct 8, 2012 - Jan 4, 2013 | -0.36% Jun 30, 2025 - Jul 8, 2025 |
| #14 | -6.39% Sep 2, 2020 - Oct 12, 2020 | -0.36% Feb 13, 2026 - Feb 26, 2026 |
| #15 | -5.97% May 21, 2013 - Jul 18, 2013 | -0.34% Jan 29, 2026 - Feb 6, 2026 |
Correlation
Correlation between PFM and HFSI 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 HFSI dividend yield comparison.
| Year | PFM | HFSI |
|---|---|---|
| 2026 | 0.35% | 2.13% |
| 2025 | 1.41% | 4.38% |
| 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% |
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