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PFM vs SPY

Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PFM, delivering a return of +13.0% compared to +10.6%

PFM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFM
$779M
Winner
SPY
$781B
Expense Ratio
PFM
0.52%
Winner
SPY
0.09%
Max Drawdown
Winner
PFM
54.71%
SPY
56.47%
Sharpe Ratio
Winner
PFM
1.29
SPY
1.25
5Y Beta
Winner
PFM
0.67
SPY
1.00
P/E Ratio
Winner
PFM
25.81
SPY
28.78
Forward P/E
Winner
PFM
20.22
SPY
21.23
5Y Dividends CAGR
PFM
4.18%
Winner
SPY
6.00%
5Y EPS CAGR
PFM
14.47%
Winner
SPY
25.62%
Debt to Equity
PFM
N/A
SPY
31.92%
P/S Ratio
Winner
PFM
2.51
SPY
3.76
P/B Ratio
Winner
PFM
4.70
SPY
5.64

PFM vs SPY - Holdings Comparison

PFM and SPY have 172 common holdings. Overlap is 32.44%

PFM's top 25 holdings weight is 46.34%. SPY's top 25 holdings weight is 51.74%.

RankPFMSPY
#1
ELI LILLY AND CO (LLY) - 4.17%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLE INC (AAPL) - 3.97%
APPLE INC (AAPL) - 7.37%
#3
BROADCOM INC (AVGO) - 3.44%
MICROSOFT CORP (MSFT) - 4.50%
#4
MICROSOFT CORP (MSFT) - 3.37%
AMAZON.COM INC (AMZN) - 3.82%
#5
WALMART INC (WMT) - 3.28%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
JPMORGAN CHASE & CO (JPM) - 3.23%
BROADCOM INC (AVGO) - 2.86%
#7
JOHNSON & JOHNSON (JNJ) - 2.31%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
EXXON MOBIL CORP (XOM) - 2.13%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
VISA INC CLASS A (V) - 2.10%
TESLA INC (TSLA) - 1.70%
#10
MASTERCARD INC CLASS A (MA) - 1.66%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CISCO SYSTEMS INC (CSCO) - 1.63%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ABBVIE INC (ABBV) - 1.63%
ELI LILLY AND CO (LLY) - 1.40%
#13
CATERPILLAR INC (CAT) - 1.59%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
COSTCO WHOLESALE CORP (COST) - 1.54%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
LAM RESEARCH CORP (LRCX) - 1.52%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
BANK OF AMERICA CORP (BAC) - 1.51%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ORACLE CORP (ORCL) - 1.47%
VISA INC CLASS A (V) - 0.90%
#18
UNITEDHEALTH GROUP INC (UNH) - 1.41%
WALMART INC (WMT) - 0.76%
#19
COCA-COLA CO (KO) - 1.31%
INTEL CORP (INTC) - 0.75%
#20
CHEVRON CORP (CVX) - 1.28%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
EQUINIX INC (EQIX) - 0.36%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MCKESSON CORP (MCK) - 0.36%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.36%
ABBVIE INC (ABBV) - 0.66%
#24
DUKE ENERGY CORP (DUK) - 0.36%
CATERPILLAR INC (CAT) - 0.65%
#25
AUTOMATIC DATA PROCESSING INC (ADP) - 0.35%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings395505

PFM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PFM
+1.43%
SPY
+0.52%
3M
PFM
+4.70%
Winner
SPY
+6.55%
6M
PFM
+6.87%
Winner
SPY
+9.76%
1Y
PFM
+16.64%
Winner
SPY
+20.32%
5Y(CAGR)
PFM
+10.62%
Winner
SPY
+13.01%
10Y(CAGR)
PFM
+11.39%
Winner
SPY
+15.06%
Max(CAGR)
Winner
PFM
+8.74%
SPY
+8.50%

PFM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPFMSPY
2026+8.81%+10.11%
2025+14.36%+18.00%
2024+16.93%+25.59%
2023+11.52%+26.72%
2022-6.07%-18.64%
2021+24.81%+30.52%
2020+9.32%+17.28%
2019+27.28%+31.09%
2018-4.59%-5.24%
2017+17.03%+20.78%
2016+15.96%+13.59%
2015-3.12%+1.31%
2014+12.13%+14.56%
2013+22.82%+29.00%
2012+9.73%+14.17%
2011+8.29%+0.85%
2010+13.16%+13.14%
2009+7.39%+22.67%
2008-28.22%-36.25%
2007-0.21%+5.32%
2006+14.35%+13.85%
2005+1.93%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PFM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PFM drawdown is -0.73%. The current SPY drawdown is -1.24%.

RankPFMSPY
#1-53.22%
Oct 9, 2007 - Aug 17, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.19%
Feb 14, 2020 - Sep 2, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.82%
Jan 4, 2022 - Jul 20, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.08%
Sep 21, 2018 - Mar 21, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.51%
Feb 19, 2025 - Jun 30, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.07%
Dec 23, 2014 - Mar 17, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.83%
Jan 26, 2018 - Sep 11, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.67%
Jul 26, 2023 - Dec 11, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.41%
Jun 4, 2007 - Oct 1, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.10%
Feb 11, 2026 - Apr 30, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.82%
Oct 12, 2020 - Nov 9, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.63%
Dec 31, 2013 - Mar 18, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.40%
Oct 8, 2012 - Jan 4, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.39%
Sep 2, 2020 - Oct 12, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.97%
May 21, 2013 - Jul 18, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PFM and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

PFM vs SPY dividend yield comparison.

YearPFMSPY
20260.69%0.49%
20251.41%1.07%
20241.58%1.21%
20231.86%1.40%
20221.95%1.65%
20211.69%1.20%
20201.92%1.52%
20191.94%1.75%
20182.27%2.04%
20171.70%1.80%
20162.56%2.03%
20152.36%2.06%
20141.93%1.87%
20131.88%1.81%
20122.36%2.18%
20112.17%2.05%
20101.99%1.80%
20091.55%1.95%
20083.12%3.02%
20071.97%1.85%
20061.84%1.73%
20050.58%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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