PFM vs PIZ
Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF).
5-Year PerformancePFM has outperformed PIZ, delivering a return of +10.6% compared to +8.5%
PFM vs PIZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFM
$779M
PIZ
$777M
Expense Ratio
Winner
PFM
0.52%
PIZ
0.80%
Max Drawdown
Winner
PFM
54.71%
PIZ
61.09%
Sharpe Ratio
Winner
PFM
1.29
PIZ
0.64
5Y Beta
Winner
PFM
0.67
PIZ
0.94
P/E Ratio
PFM
25.81
PIZ
N/A
Forward P/E
PFM
20.22
PIZ
N/A
5Y Dividends CAGR
PFM
4.18%
Winner
PIZ
46.14%
5Y EPS CAGR
PFM
14.47%
PIZ
N/A
P/S Ratio
PFM
2.51
PIZ
N/A
P/B Ratio
PFM
4.70
PIZ
N/A
PFM vs PIZ - Holdings Comparison
PFM and PIZ have 2 common holdings. Overlap is 0.12%
PFM's top 25 holdings weight is 46.34%. PIZ's top 25 holdings weight is 49.06%.
| Rank | PFM | PIZ |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 4.17% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 3.05% |
| #2 | APPLE INC (AAPL) - 3.97% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.86% |
| #3 | BROADCOM INC (AVGO) - 3.44% | n/a (BDRBF) - 2.80% |
| #4 | MICROSOFT CORP (MSFT) - 3.37% | TOROMONT INDUSTRIES LTD (TMTNF) - 2.67% |
| #5 | WALMART INC (WMT) - 3.28% | BELIMO HOLDING AG (n/a) - 2.51% |
| #6 | JPMORGAN CHASE & CO (JPM) - 3.23% | HD HYUNDAI ELECTRIC (n/a) - 2.40% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.31% | THE TORONTO-DOMINION BANK (TD) - 2.33% |
| #8 | EXXON MOBIL CORP (XOM) - 2.13% | ROYAL BANK OF CANADA (RY) - 2.19% |
| #9 | VISA INC CLASS A (V) - 2.10% | KINGBOARD LAMINATES HOLDINGS LTD (n/a) - 2.11% |
| #10 | MASTERCARD INC CLASS A (MA) - 1.66% | INVESTOR AB CLASS B (n/a) - 2.06% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.63% | SK HYNIX INC (n/a) - 2.03% |
| #12 | ABBVIE INC (ABBV) - 1.63% | LION FINANCE GROUP PLC (n/a) - 2.01% |
| #13 | CATERPILLAR INC (CAT) - 1.59% | INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 1.90% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.54% | SWEDBANK AB CLASS A (n/a) - 1.79% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.52% | IBIDEN CO LTD (n/a) - 1.74% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.51% | UNIPOL ASSICURAZIONI SPA (n/a) - 1.70% |
| #17 | ORACLE CORP (ORCL) - 1.47% | ABB LTD (n/a) - 1.68% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.41% | BPER BANCA SPA (n/a) - 1.64% |
| #19 | COCA-COLA CO (KO) - 1.31% | PIRAEUS BANK SA (n/a) - 1.50% |
| #20 | CHEVRON CORP (CVX) - 1.28% | BANK OF IRELAND GROUP PLC (n/a) - 1.40% |
| #21 | EQUINIX INC (EQIX) - 0.36% | VAT GROUP AG (n/a) - 1.38% |
| #22 | MCKESSON CORP (MCK) - 0.36% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.37% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.36% | HOCHTIEF AG (n/a) - 1.36% |
| #24 | DUKE ENERGY CORP (DUK) - 0.36% | n/a (n/a) - 1.33% |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.35% | SWISS LIFE HOLDING AG (n/a) - 1.25% |
| Total Holdings | 395 | 118 |
PFM vs PIZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFM
+1.43%
PIZ
-9.83%
3M
Winner
PFM
+4.70%
PIZ
-1.94%
6M
Winner
PFM
+6.87%
PIZ
+3.94%
1Y
Winner
PFM
+16.64%
PIZ
+16.31%
5Y(CAGR)
Winner
PFM
+10.62%
PIZ
+8.49%
10Y(CAGR)
Winner
PFM
+11.39%
PIZ
+10.30%
Max(CAGR)
Winner
PFM
+8.74%
PIZ
+5.93%
PFM vs PIZ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PFM | PIZ |
|---|---|---|
| 2026 | +8.81% | +7.63% |
| 2025 | +14.36% | +38.01% |
| 2024 | +16.93% | +18.15% |
| 2023 | +11.52% | +18.01% |
| 2022 | -6.07% | -30.42% |
| 2021 | +24.81% | +19.82% |
| 2020 | +9.32% | +16.95% |
| 2019 | +27.28% | +28.15% |
| 2018 | -4.59% | -16.56% |
| 2017 | +17.03% | +30.52% |
| 2016 | +15.96% | -6.35% |
| 2015 | -3.12% | -0.12% |
| 2014 | +12.13% | -6.69% |
| 2013 | +22.82% | +34.14% |
| 2012 | +9.73% | +15.32% |
| 2011 | +8.29% | -19.66% |
| 2010 | +13.16% | +17.77% |
| 2009 | +7.39% | +36.14% |
| 2008 | -28.22% | -43.80% |
| 2007 | -0.21% | N/A |
| 2006 | +14.35% | N/A |
| 2005 | +1.93% | N/A |
PFM vs PIZ Drawdown Comparison
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.
The current PFM drawdown is -0.73%. The current PIZ drawdown is -10.36%.
| Rank | PFM | PIZ |
|---|---|---|
| #1 | -53.22% Oct 9, 2007 - Aug 17, 2012 | -60.61% May 19, 2008 - Sep 17, 2013 |
| #2 | -32.19% Feb 14, 2020 - Sep 2, 2020 | -40.94% Sep 2, 2021 - Feb 12, 2025 |
| #3 | -17.82% Jan 4, 2022 - Jul 20, 2023 | -36.44% Feb 12, 2020 - Aug 6, 2020 |
| #4 | -15.08% Sep 21, 2018 - Mar 21, 2019 | -24.78% Jan 26, 2018 - Dec 27, 2019 |
| #5 | -14.51% Feb 19, 2025 - Jun 30, 2025 | -22.95% Mar 6, 2014 - Jul 17, 2017 |
| #6 | -13.07% Dec 23, 2014 - Mar 17, 2016 | -14.68% Feb 18, 2025 - Apr 22, 2025 |
| #7 | -10.83% Jan 26, 2018 - Sep 11, 2018 | -14.36% Feb 26, 2026 - Apr 14, 2026 |
| #8 | -9.67% Jul 26, 2023 - Dec 11, 2023 | -12.55% May 8, 2026 - Jul 20, 2026 |
| #9 | -8.41% Jun 4, 2007 - Oct 1, 2007 | -12.24% Jan 10, 2008 - Feb 27, 2008 |
| #10 | -7.10% Feb 11, 2026 - Apr 30, 2026 | -10.75% Feb 27, 2008 - Apr 3, 2008 |
| #11 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -9.01% Feb 16, 2021 - Apr 8, 2021 |
| #12 | -6.63% Dec 31, 2013 - Mar 18, 2014 | -8.27% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -6.40% Oct 8, 2012 - Jan 4, 2013 | -6.93% Jan 15, 2014 - Feb 18, 2014 |
| #14 | -6.39% Sep 2, 2020 - Oct 12, 2020 | -5.91% Nov 3, 2025 - Dec 11, 2025 |
| #15 | -5.97% May 21, 2013 - Jul 18, 2013 | -5.42% Sep 18, 2013 - Oct 18, 2013 |
Correlation
Correlation between PFM and PIZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
PFM vs PIZ dividend yield comparison.
| Year | PFM | PIZ |
|---|---|---|
| 2026 | 0.69% | 1.14% |
| 2025 | 1.41% | 1.55% |
| 2024 | 1.58% | 1.68% |
| 2023 | 1.86% | 1.86% |
| 2022 | 1.95% | 2.04% |
| 2021 | 1.69% | 1.01% |
| 2020 | 1.92% | 0.37% |
| 2019 | 1.94% | 1.58% |
| 2018 | 2.27% | 1.06% |
| 2017 | 1.70% | 1.30% |
| 2016 | 2.56% | 2.21% |
| 2015 | 2.36% | 1.09% |
| 2014 | 1.93% | 1.61% |
| 2013 | 1.88% | 2.81% |
| 2012 | 2.36% | 1.96% |
| 2011 | 2.17% | 2.90% |
| 2010 | 1.99% | 0.43% |
| 2009 | 1.55% | 2.10% |
| 2008 | 3.12% | 2.15% |
| 2007 | 1.97% | 0.00% |
| 2006 | 1.84% | 0.00% |
| 2005 | 0.58% | 0.00% |
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