PFM vs SCHJ
Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF).
5-Year PerformancePFM has outperformed SCHJ, delivering a return of +10.4% compared to +2.3%
PFM vs SCHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFM vs SCHJ - Historical Returns
Returns include dividend reinvestment.
PFM vs SCHJ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PFM | SCHJ |
|---|---|---|
| 2026 | +7.00% | +0.46% |
| 2025 | +14.36% | +6.73% |
| 2024 | +16.93% | +5.17% |
| 2023 | +11.52% | +6.15% |
| 2022 | -6.07% | -5.56% |
| 2021 | +24.81% | -0.65% |
| 2020 | +9.32% | +5.26% |
| 2019 | +27.28% | +0.61% |
| 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 SCHJ Drawdown Comparison
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.
The current PFM drawdown is -1.11%. The current SCHJ drawdown is -0.59%.
| Rank | PFM | SCHJ |
|---|---|---|
| #1 | -53.22% Oct 9, 2007 - Aug 17, 2012 | -13.62% Mar 5, 2020 - May 27, 2020 |
| #2 | -32.19% Feb 14, 2020 - Sep 2, 2020 | -9.43% Aug 3, 2021 - May 15, 2024 |
| #3 | -17.82% Jan 4, 2022 - Jul 20, 2023 | -1.47% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -15.08% Sep 21, 2018 - Mar 21, 2019 | -1.30% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -14.51% Feb 19, 2025 - Jun 30, 2025 | -1.27% Dec 3, 2020 - Aug 3, 2021 |
| #6 | -13.07% Dec 23, 2014 - Mar 17, 2016 | -1.20% Sep 24, 2024 - Jan 28, 2025 |
| #7 | -10.83% Jan 26, 2018 - Sep 11, 2018 | -0.52% Jun 10, 2020 - Jun 15, 2020 |
| #8 | -9.67% Jul 26, 2023 - Dec 11, 2023 | -0.52% Apr 29, 2025 - May 27, 2025 |
| #9 | -8.41% Jun 4, 2007 - Oct 1, 2007 | -0.50% Sep 1, 2020 - Oct 14, 2020 |
| #10 | -7.10% Feb 11, 2026 - Apr 30, 2026 | -0.49% Oct 28, 2025 - Nov 21, 2025 |
| #11 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #12 | -6.63% Dec 31, 2013 - Mar 18, 2014 | -0.37% Jun 5, 2024 - Jun 12, 2024 |
| #13 | -6.40% Oct 8, 2012 - Jan 4, 2013 | -0.37% Aug 6, 2020 - Aug 31, 2020 |
| #14 | -6.39% Sep 2, 2020 - Oct 12, 2020 | -0.37% Feb 5, 2025 - Feb 19, 2025 |
| #15 | -5.97% May 21, 2013 - Jul 18, 2013 | -0.37% Jun 4, 2025 - Jun 12, 2025 |
Correlation
Correlation between PFM and SCHJ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
PFM vs SCHJ dividend yield comparison.
| Year | PFM | SCHJ |
|---|---|---|
| 2026 | 0.35% | 1.91% |
| 2025 | 1.41% | 4.42% |
| 2024 | 1.58% | 4.00% |
| 2023 | 1.86% | 2.98% |
| 2022 | 1.95% | 1.65% |
| 2021 | 1.69% | 0.94% |
| 2020 | 1.92% | 2.54% |
| 2019 | 1.94% | 0.42% |
| 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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