PFM vs KOKU
Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF).
5-Year PerformanceKOKU has outperformed PFM, delivering a return of +11.7% compared to +10.4%
PFM vs KOKU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFM
$764M
Winner
KOKU
$770M
Expense Ratio
PFM
0.52%
Winner
KOKU
0.09%
Max Drawdown
PFM
54.71%
Winner
KOKU
26.83%
Sharpe Ratio
Winner
PFM
1.48
KOKU
1.37
5Y Beta
Winner
PFM
0.69
KOKU
0.92
P/E Ratio
Winner
PFM
25.28
KOKU
28.76
Forward P/E
Winner
PFM
20.41
KOKU
21.73
5Y Dividends CAGR
PFM
3.83%
Winner
KOKU
26.32%
5Y EPS CAGR
PFM
13.78%
Winner
KOKU
28.21%
Debt to Equity
PFM
N/A
KOKU
31.44%
P/S Ratio
Winner
PFM
2.82
KOKU
3.69
P/B Ratio
Winner
PFM
4.83
KOKU
5.46
PFM vs KOKU - Holdings Comparison
PFM and KOKU have 182 common holdings. Overlap is 26.51%
PFM's top 25 holdings weight is 51.96%. KOKU's top 25 holdings weight is 37.53%.
| Rank | PFM | KOKU |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.18% | NVIDIA CORP (NVDA) - 6.09% |
| #2 | APPLE INC (AAPL) - 4.58% | APPLE INC (AAPL) - 5.29% |
| #3 | MICROSOFT CORP (MSFT) - 4.15% | MICROSOFT CORP (MSFT) - 3.44% |
| #4 | ELI LILLY AND CO (LLY) - 3.61% | AMAZON.COM INC (AMZN) - 2.98% |
| #5 | WALMART INC (WMT) - 3.40% | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #6 | JPMORGAN CHASE & CO (JPM) - 2.97% | BROADCOM INC (AVGO) - 2.17% |
| #7 | EXXON MOBIL CORP (XOM) - 2.24% | ALPHABET INC CLASS C (GOOG) - 2.15% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.99% | META PLATFORMS INC CLASS A (META) - 1.55% |
| #9 | ORACLE CORP (ORCL) - 1.99% | TESLA INC (TSLA) - 1.40% |
| #10 | VISA INC CLASS A (V) - 1.97% | ELI LILLY AND CO (LLY) - 1.00% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.68% | MICRON TECHNOLOGY INC (MU) - 0.99% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.60% | JPMORGAN CHASE & CO (JPM) - 0.97% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.57% | ADVANCED MICRO DEVICES INC (AMD) - 0.88% |
| #14 | CATERPILLAR INC (CAT) - 1.52% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.78% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.45% | EXXON MOBIL CORP (XOM) - 0.76% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.35% | ASML HOLDING NV (n/a) - 0.74% |
| #17 | ABBVIE INC (ABBV) - 1.35% | JOHNSON & JOHNSON (JNJ) - 0.66% |
| #18 | CHEVRON CORP (CVX) - 1.32% | VISA INC CLASS A (V) - 0.64% |
| #19 | COCA-COLA CO (KO) - 1.24% | INTEL CORP (INTC) - 0.63% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 1.23% | WALMART INC (WMT) - 0.61% |
| #21 | PROCTER & GAMBLE CO (PG) - 1.19% | BHP GROUP LTD (n/a) - 0.25% |
| #22 | MORGAN STANLEY (MS) - 1.15% | VERIZON COMMUNICATIONS INC (VZ) - 0.24% |
| #23 | THE HOME DEPOT INC (HD) - 1.11% | PALO ALTO NETWORKS INC (PANW) - 0.24% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 1.06% | PEPSICO INC (PEP) - 0.24% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 1.06% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.23% |
| Total Holdings | 433 | 1113 |
PFM vs KOKU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFM
+1.82%
KOKU
+1.45%
3M
PFM
+4.54%
Winner
KOKU
+6.97%
6M
PFM
+7.14%
Winner
KOKU
+7.81%
1Y
PFM
+19.00%
Winner
KOKU
+23.41%
5Y(CAGR)
PFM
+10.45%
Winner
KOKU
+11.69%
10Y(CAGR)
PFM
+11.71%
KOKU
N/A
Max(CAGR)
PFM
+8.71%
Winner
KOKU
+17.95%
PFM vs KOKU - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PFM | KOKU |
|---|---|---|
| 2026 | +7.00% | +7.07% |
| 2025 | +14.36% | +21.54% |
| 2024 | +16.93% | +20.42% |
| 2023 | +11.52% | +24.37% |
| 2022 | -6.07% | -18.29% |
| 2021 | +24.81% | +24.87% |
| 2020 | +9.32% | +40.42% |
| 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 KOKU Drawdown Comparison
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.
The current PFM drawdown is -1.11%. The current KOKU drawdown is -2.95%.
| Rank | PFM | KOKU |
|---|---|---|
| #1 | -53.22% Oct 9, 2007 - Aug 17, 2012 | -25.78% Jan 3, 2022 - Dec 14, 2023 |
| #2 | -32.19% Feb 14, 2020 - Sep 2, 2020 | -17.73% Feb 14, 2025 - Jun 3, 2025 |
| #3 | -17.82% Jan 4, 2022 - Jul 20, 2023 | -9.04% Jan 27, 2026 - Apr 15, 2026 |
| #4 | -15.08% Sep 21, 2018 - Mar 21, 2019 | -8.83% Sep 2, 2020 - Nov 9, 2020 |
| #5 | -14.51% Feb 19, 2025 - Jun 30, 2025 | -7.91% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -13.07% Dec 23, 2014 - Mar 17, 2016 | -6.87% Jun 8, 2020 - Jul 15, 2020 |
| #7 | -10.83% Jan 26, 2018 - Sep 11, 2018 | -5.46% Sep 2, 2021 - Oct 25, 2021 |
| #8 | -9.67% Jul 26, 2023 - Dec 11, 2023 | -5.14% Mar 28, 2024 - May 10, 2024 |
| #9 | -8.41% Jun 4, 2007 - Oct 1, 2007 | -4.91% Oct 28, 2025 - Dec 10, 2025 |
| #10 | -7.10% Feb 11, 2026 - Apr 30, 2026 | -4.80% Nov 8, 2021 - Dec 27, 2021 |
| #11 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -4.53% Dec 6, 2024 - Jan 23, 2025 |
| #12 | -6.63% Dec 31, 2013 - Mar 18, 2014 | -4.43% Feb 16, 2021 - Mar 15, 2021 |
| #13 | -6.40% Oct 8, 2012 - Jan 4, 2013 | -4.39% Apr 17, 2020 - Apr 27, 2020 |
| #14 | -6.39% Sep 2, 2020 - Oct 12, 2020 | -4.06% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -5.97% May 21, 2013 - Jul 18, 2013 | -3.98% Apr 30, 2020 - May 18, 2020 |
Correlation
Correlation between PFM and KOKU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
PFM vs KOKU dividend yield comparison.
| Year | PFM | KOKU |
|---|---|---|
| 2026 | 0.35% | 0.21% |
| 2025 | 1.41% | 1.48% |
| 2024 | 1.58% | 1.63% |
| 2023 | 1.86% | 1.76% |
| 2022 | 1.95% | 1.98% |
| 2021 | 1.69% | 1.89% |
| 2020 | 1.92% | 0.55% |
| 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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