PFM vs TSMX
Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and DIREXION DAILY TSM BULL 2X SHARES (TSMX, ETF).
PFM vs TSMX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFM
$779M
TSMX
$773M
Expense Ratio
PFM
0.52%
TSMX
N/A
Max Drawdown
Winner
PFM
54.71%
TSMX
64.02%
Sharpe Ratio
PFM
1.29
Winner
TSMX
1.47
5Y Beta
Winner
PFM
0.67
TSMX
3.20
P/E Ratio
PFM
25.81
TSMX
N/A
Forward P/E
PFM
20.22
TSMX
N/A
5Y Dividends CAGR
PFM
4.18%
TSMX
N/A
5Y EPS CAGR
PFM
14.47%
TSMX
N/A
P/S Ratio
PFM
2.51
TSMX
N/A
P/B Ratio
PFM
4.70
TSMX
N/A
PFM vs TSMX - Holdings Comparison
PFM and TSMX have 0 common holdings. Overlap is 0.00%
PFM's top 25 holdings weight is 46.34%. TSMX's top 25 holdings weight is 11.64%.
| Rank | PFM | TSMX |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 4.17% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 11.64% |
| #2 | APPLE INC (AAPL) - 3.97% | N/A |
| #3 | BROADCOM INC (AVGO) - 3.44% | N/A |
| #4 | MICROSOFT CORP (MSFT) - 3.37% | N/A |
| #5 | WALMART INC (WMT) - 3.28% | N/A |
| #6 | JPMORGAN CHASE & CO (JPM) - 3.23% | N/A |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.31% | N/A |
| #8 | EXXON MOBIL CORP (XOM) - 2.13% | N/A |
| #9 | VISA INC CLASS A (V) - 2.10% | N/A |
| #10 | MASTERCARD INC CLASS A (MA) - 1.66% | N/A |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.63% | N/A |
| #12 | ABBVIE INC (ABBV) - 1.63% | N/A |
| #13 | CATERPILLAR INC (CAT) - 1.59% | N/A |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.54% | N/A |
| #15 | LAM RESEARCH CORP (LRCX) - 1.52% | N/A |
| #16 | BANK OF AMERICA CORP (BAC) - 1.51% | N/A |
| #17 | ORACLE CORP (ORCL) - 1.47% | N/A |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.41% | N/A |
| #19 | COCA-COLA CO (KO) - 1.31% | N/A |
| #20 | CHEVRON CORP (CVX) - 1.28% | N/A |
| #21 | EQUINIX INC (EQIX) - 0.36% | N/A |
| #22 | MCKESSON CORP (MCK) - 0.36% | N/A |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.36% | N/A |
| #24 | DUKE ENERGY CORP (DUK) - 0.36% | N/A |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.35% | N/A |
| Total Holdings | 395 | 1 |
PFM vs TSMX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFM
+1.43%
TSMX
-20.27%
3M
PFM
+4.70%
Winner
TSMX
+22.62%
6M
PFM
+6.87%
Winner
TSMX
+45.48%
1Y
PFM
+16.64%
Winner
TSMX
+145.66%
5Y(CAGR)
PFM
+10.62%
TSMX
N/A
10Y(CAGR)
PFM
+11.39%
TSMX
N/A
Max(CAGR)
PFM
+8.74%
Winner
TSMX
+99.18%
PFM vs TSMX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PFM | TSMX |
|---|---|---|
| 2026 | +8.81% | +50.93% |
| 2025 | +14.36% | +73.87% |
| 2024 | +16.93% | +14.71% |
| 2023 | +11.52% | N/A |
| 2022 | -6.07% | N/A |
| 2021 | +24.81% | N/A |
| 2020 | +9.32% | N/A |
| 2019 | +27.28% | N/A |
| 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 TSMX Drawdown Comparison
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The maximum drawdown for TSMX was -63.80%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current PFM drawdown is -0.73%. The current TSMX drawdown is -22.29%.
| Rank | PFM | TSMX |
|---|---|---|
| #1 | -53.22% Oct 9, 2007 - Aug 17, 2012 | -63.80% Jan 23, 2025 - Jul 17, 2025 |
| #2 | -32.19% Feb 14, 2020 - Sep 2, 2020 | -34.94% Feb 25, 2026 - Apr 24, 2026 |
| #3 | -17.82% Jan 4, 2022 - Jul 20, 2023 | -31.54% Jun 30, 2026 - Jul 17, 2026 |
| #4 | -15.08% Sep 21, 2018 - Mar 21, 2019 | -24.49% Oct 17, 2024 - Jan 6, 2025 |
| #5 | -14.51% Feb 19, 2025 - Jun 30, 2025 | -21.23% Oct 8, 2025 - Jan 2, 2026 |
| #6 | -13.07% Dec 23, 2014 - Mar 17, 2016 | -17.20% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -10.83% Jan 26, 2018 - Sep 11, 2018 | -16.71% Jan 6, 2025 - Jan 22, 2025 |
| #8 | -9.67% Jul 26, 2023 - Dec 11, 2023 | -16.11% Jul 17, 2025 - Sep 9, 2025 |
| #9 | -8.41% Jun 4, 2007 - Oct 1, 2007 | -15.15% Jun 22, 2026 - Jun 30, 2026 |
| #10 | -7.10% Feb 11, 2026 - Apr 30, 2026 | -13.06% May 6, 2026 - May 27, 2026 |
| #11 | -6.82% Oct 12, 2020 - Nov 9, 2020 | -10.39% Jan 16, 2026 - Feb 6, 2026 |
| #12 | -6.63% Dec 31, 2013 - Mar 18, 2014 | -7.44% Feb 11, 2026 - Feb 24, 2026 |
| #13 | -6.40% Oct 8, 2012 - Jan 4, 2013 | -6.80% Sep 23, 2025 - Oct 1, 2025 |
| #14 | -6.39% Sep 2, 2020 - Oct 12, 2020 | -6.53% Apr 27, 2026 - May 6, 2026 |
| #15 | -5.97% May 21, 2013 - Jul 18, 2013 | -5.80% Jan 6, 2026 - Jan 12, 2026 |
Correlation
Correlation between PFM and TSMX 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 TSMX dividend yield comparison.
| Year | PFM | TSMX |
|---|---|---|
| 2026 | 0.69% | 0.73% |
| 2025 | 1.41% | 8.01% |
| 2024 | 1.58% | 0.53% |
| 2023 | 1.86% | 0.00% |
| 2022 | 1.95% | 0.00% |
| 2021 | 1.69% | 0.00% |
| 2020 | 1.92% | 0.00% |
| 2019 | 1.94% | 0.00% |
| 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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