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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 +13.3% compared to +10.4%

PFM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFM
$764M
Winner
SPY
$735B
Expense Ratio
PFM
0.52%
Winner
SPY
0.09%
Max Drawdown
Winner
PFM
54.71%
SPY
56.47%
Sharpe Ratio
PFM
1.48
Winner
SPY
1.62
5Y Beta
Winner
PFM
0.69
SPY
1.00
P/E Ratio
Winner
PFM
25.28
SPY
28.99
Forward P/E
Winner
PFM
20.41
SPY
22.37
5Y Dividends CAGR
PFM
3.83%
Winner
SPY
5.43%
5Y EPS CAGR
PFM
13.78%
Winner
SPY
26.05%
Debt to Equity
PFM
N/A
SPY
32.40%
P/S Ratio
Winner
PFM
2.82
SPY
3.74
P/B Ratio
Winner
PFM
4.83
SPY
5.61

PFM vs SPY - Holdings Comparison

PFM and SPY have 212 common holdings. Overlap is 45.07%

PFM's top 25 holdings weight is 51.96%. SPY's top 25 holdings weight is 52.37%.

RankPFMSPY
#1
BROADCOM INC (AVGO) - 5.18%
NVIDIA CORP (NVDA) - 8.10%
#2
APPLE INC (AAPL) - 4.58%
APPLE INC (AAPL) - 7.02%
#3
MICROSOFT CORP (MSFT) - 4.15%
MICROSOFT CORP (MSFT) - 4.79%
#4
ELI LILLY AND CO (LLY) - 3.61%
AMAZON.COM INC (AMZN) - 4.02%
#5
WALMART INC (WMT) - 3.40%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
JPMORGAN CHASE & CO (JPM) - 2.97%
BROADCOM INC (AVGO) - 3.10%
#7
EXXON MOBIL CORP (XOM) - 2.24%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
JOHNSON & JOHNSON (JNJ) - 1.99%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ORACLE CORP (ORCL) - 1.99%
TESLA INC (TSLA) - 1.89%
#10
VISA INC CLASS A (V) - 1.97%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CISCO SYSTEMS INC (CSCO) - 1.68%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
COSTCO WHOLESALE CORP (COST) - 1.60%
ELI LILLY AND CO (LLY) - 1.31%
#13
MASTERCARD INC CLASS A (MA) - 1.57%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
CATERPILLAR INC (CAT) - 1.52%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
LAM RESEARCH CORP (LRCX) - 1.45%
EXXON MOBIL CORP (XOM) - 0.97%
#16
BANK OF AMERICA CORP (BAC) - 1.35%
INTEL CORP (INTC) - 0.90%
#17
ABBVIE INC (ABBV) - 1.35%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CHEVRON CORP (CVX) - 1.32%
VISA INC CLASS A (V) - 0.85%
#19
COCA-COLA CO (KO) - 1.24%
WALMART INC (WMT) - 0.81%
#20
UNITEDHEALTH GROUP INC (UNH) - 1.23%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PROCTER & GAMBLE CO (PG) - 1.19%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
MORGAN STANLEY (MS) - 1.15%
CATERPILLAR INC (CAT) - 0.66%
#23
THE HOME DEPOT INC (HD) - 1.11%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
TEXAS INSTRUMENTS INC (TXN) - 1.06%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
THE GOLDMAN SACHS GROUP INC (GS) - 1.06%
ABBVIE INC (ABBV) - 0.58%
Total Holdings433505

PFM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PFM
+1.82%
Winner
SPY
+1.90%
3M
PFM
+4.54%
Winner
SPY
+8.55%
6M
PFM
+7.14%
Winner
SPY
+8.18%
1Y
PFM
+19.00%
Winner
SPY
+25.79%
5Y(CAGR)
PFM
+10.45%
Winner
SPY
+13.32%
10Y(CAGR)
PFM
+11.71%
Winner
SPY
+15.19%
Max(CAGR)
Winner
PFM
+8.71%
SPY
+8.47%

PFM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPFMSPY
2026+7.00%+8.26%
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 -1.11%. The current SPY drawdown is -2.90%.

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
20260.35%0.24%
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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