PFM vs JQC

Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and Nuveen Credit Strategies Income Fund (JQC, ETF).

5-Year PerformancePFM has outperformed JQC, delivering a return of +10.8% compared to +5.0%

PFM vs JQC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFM(ETF)	JQC(ETF)
Net Assets	$790M	$789M
Expense Ratio	0.52%	N/A
Max Drawdown	54.71%	81.25%
Sharpe Ratio	1.48	-0.46
5Y Beta	0.67	0.37
P/E Ratio	25.06	N/A
Forward P/E	20.62	N/A
5Y Dividends CAGR	4.18%	-3.75%
5Y EPS CAGR	14.33%	N/A
P/S Ratio	2.66	N/A
P/B Ratio	4.73	N/A

Net Assets

Winner

PFM

$790M

JQC

$789M

Expense Ratio

PFM

0.52%

JQC

N/A

Max Drawdown

Winner

PFM

54.71%

JQC

81.25%

Sharpe Ratio

Winner

PFM

1.48

JQC

-0.46

5Y Beta

PFM

0.67

Winner

JQC

0.37

P/E Ratio

PFM

25.06

JQC

N/A

Forward P/E

PFM

20.62

JQC

N/A

5Y Dividends CAGR

Winner

PFM

4.18%

JQC

-3.75%

5Y EPS CAGR

PFM

14.33%

JQC

N/A

P/S Ratio

PFM

2.66

JQC

N/A

P/B Ratio

PFM

4.73

JQC

N/A

PFM vs JQC - Historical Returns

Returns include dividend reinvestment.

Period	PFM	JQC
1 month	+2.61%	+1.25%
3 months	+5.09%	+2.71%
6 months	+8.15%	+2.50%
1 year	+18.46%	-2.84%
5 years(CAGR)	+10.81%	+4.98%
10 years(CAGR)	+11.81%	+5.50%
Max(CAGR)	+8.87%	+4.95%

Winner

PFM

+2.61%

JQC

+1.25%

Winner

PFM

+5.09%

JQC

+2.71%

Winner

PFM

+8.15%

JQC

+2.50%

Winner

PFM

+18.46%

JQC

-2.84%

5Y(CAGR)

Winner

PFM

+10.81%

JQC

+4.98%

10Y(CAGR)

Winner

PFM

+11.81%

JQC

+5.50%

Max(CAGR)

Winner

PFM

+8.87%

JQC

+4.95%

PFM vs JQC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	PFM	JQC
2026	+12.43%	+2.81%
2025	+14.36%	-0.94%
2024	+16.93%	+20.69%
2023	+11.52%	+12.77%
2022	-6.07%	-14.32%
2021	+24.81%	+13.85%
2020	+9.32%	-3.05%
2019	+27.28%	+21.60%
2018	-4.59%	-5.84%
2017	+17.03%	-1.39%
2016	+15.96%	+21.60%
2015	-3.12%	-3.41%
2014	+12.13%	-3.21%
2013	+22.82%	+8.23%
2012	+9.73%	+30.13%
2011	+8.29%	-0.19%
2010	+13.16%	+23.15%
2009	+7.39%	+67.27%
2008	-28.22%	-48.74%
2007	-0.21%	-14.88%
2006	+14.35%	+26.10%
2005	+1.93%	-4.38%
2004	N/A	+2.91%
2003	N/A	+0.24%

PFM vs JQC Drawdown Comparison

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

The maximum drawdown for JQC was -75.13%, occurring on Mar 9, 2009. Recovery took 1030 trading sessions.

The current PFM drawdown is -0.65%. The current JQC drawdown is -3.19%.

Rank	PFM	JQC
#1	-53.22% Oct 9, 2007 - Aug 17, 2012	-75.13% Mar 26, 2007 - Apr 26, 2011
#2	-32.19% Feb 14, 2020 - Sep 2, 2020	-47.91% Feb 19, 2020 - Mar 1, 2021
#3	-17.82% Jan 4, 2022 - Jul 20, 2023	-20.01% Apr 1, 2004 - Nov 3, 2004
#4	-15.08% Sep 21, 2018 - Mar 21, 2019	-19.80% Jan 18, 2022 - Jan 30, 2024
#5	-14.51% Feb 19, 2025 - Jun 30, 2025	-18.69% Apr 30, 2013 - Aug 12, 2016
#6	-13.07% Dec 23, 2014 - Mar 17, 2016	-16.85% Jul 7, 2011 - Feb 1, 2012
#7	-10.83% Jan 26, 2018 - Sep 11, 2018	-15.38% Dec 9, 2024 - Jul 18, 2025
#8	-9.67% Jul 26, 2023 - Dec 11, 2023	-13.26% Feb 11, 2005 - Jul 25, 2006
#9	-8.41% Jun 4, 2007 - Oct 1, 2007	-11.52% Jul 9, 2003 - Jan 5, 2004
#10	-7.10% Feb 11, 2026 - Apr 30, 2026	-10.94% Mar 2, 2017 - Feb 22, 2019
#11	-6.82% Oct 12, 2020 - Nov 9, 2020	-10.17% Aug 26, 2025 - Mar 27, 2026
#12	-6.63% Dec 31, 2013 - Mar 18, 2014	-8.26% Nov 6, 2012 - Dec 6, 2012
#13	-6.40% Oct 8, 2012 - Jan 4, 2013	-5.77% Jun 29, 2021 - Oct 22, 2021
#14	-6.39% Sep 2, 2020 - Oct 12, 2020	-5.63% Jul 11, 2019 - Dec 4, 2019
#15	-5.97% May 21, 2013 - Jul 18, 2013	-5.39% Nov 4, 2004 - Feb 7, 2005

Correlation

Correlation between PFM and JQC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2003 - 2026)

PFM vs JQC dividend yield comparison.

Year	PFM	JQC
2026	0.67%	8.51%
2025	1.41%	12.91%
2024	1.58%	11.39%
2023	1.86%	11.42%
2022	1.95%	9.71%
2021	1.69%	10.03%
2020	1.92%	16.11%
2019	1.94%	16.14%
2018	2.27%	6.53%
2017	1.70%	7.42%
2016	2.56%	6.99%
2015	2.36%	7.51%
2014	1.93%	6.51%
2013	1.88%	7.74%
2012	2.36%	8.32%
2011	2.17%	9.81%
2010	1.99%	7.95%
2009	1.55%	8.39%
2008	3.12%	20.62%
2007	1.97%	10.36%
2006	1.84%	7.77%
2005	0.58%	9.67%
2004	0.00%	8.58%
2003	0.00%	3.34%