PFM vs SCHQ
Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF).
5-Year PerformancePFM has outperformed SCHQ, delivering a return of +10.8% compared to -6.9%
PFM vs SCHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFM vs SCHQ - Historical Returns
Returns include dividend reinvestment.
PFM vs SCHQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PFM | SCHQ |
|---|---|---|
| 2026 | +12.43% | -2.20% |
| 2025 | +14.36% | +5.23% |
| 2024 | +16.93% | -5.88% |
| 2023 | +11.52% | +1.53% |
| 2022 | -6.07% | -27.71% |
| 2021 | +24.81% | -4.78% |
| 2020 | +9.32% | +16.50% |
| 2019 | +27.28% | -4.02% |
| 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 SCHQ Drawdown Comparison
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current PFM drawdown is -0.65%. The current SCHQ drawdown is -38.05%.
| Rank | PFM | SCHQ |
|---|---|---|
| #1 | -53.22% Oct 9, 2007 - Aug 17, 2012 | -46.13% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -32.19% Feb 14, 2020 - Sep 2, 2020 | -14.77% Mar 9, 2020 - Aug 4, 2020 |
| #3 | -17.82% Jan 4, 2022 - Jul 20, 2023 | -4.81% Oct 10, 2019 - Jan 24, 2020 |
| #4 | -15.08% Sep 21, 2018 - Mar 21, 2019 | -2.39% Jan 31, 2020 - Feb 20, 2020 |
| #5 | -14.51% Feb 19, 2025 - Jun 30, 2025 | -1.01% Mar 3, 2020 - Mar 5, 2020 |
| #6 | -13.07% Dec 23, 2014 - Mar 17, 2016 | -0.80% Jan 27, 2020 - Jan 29, 2020 |
| #7 | -10.83% Jan 26, 2018 - Sep 11, 2018 | -0.69% Feb 28, 2020 - Mar 3, 2020 |
| #8 | -9.67% Jul 26, 2023 - Dec 11, 2023 | -0.53% Feb 25, 2020 - Feb 27, 2020 |
| #9 | -8.41% Jun 4, 2007 - Oct 1, 2007 | N/A |
| #10 | -7.10% Feb 11, 2026 - Apr 30, 2026 | N/A |
| #11 | -6.82% Oct 12, 2020 - Nov 9, 2020 | N/A |
| #12 | -6.63% Dec 31, 2013 - Mar 18, 2014 | N/A |
| #13 | -6.40% Oct 8, 2012 - Jan 4, 2013 | N/A |
| #14 | -6.39% Sep 2, 2020 - Oct 12, 2020 | N/A |
| #15 | -5.97% May 21, 2013 - Jul 18, 2013 | N/A |
Correlation
Correlation between PFM and SCHQ is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2005 - 2026)
PFM vs SCHQ dividend yield comparison.
| Year | PFM | SCHQ |
|---|---|---|
| 2026 | 0.67% | 2.94% |
| 2025 | 1.41% | 4.54% |
| 2024 | 1.58% | 4.58% |
| 2023 | 1.86% | 3.79% |
| 2022 | 1.95% | 2.88% |
| 2021 | 1.69% | 1.69% |
| 2020 | 1.92% | 1.51% |
| 2019 | 1.94% | 0.44% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks