PFM vs YINN

Comparison between INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF) and DIREXION DAILY FTSE CHINA BULL 3X SHARES (YINN, ETF).

5-Year PerformancePFM has outperformed YINN, delivering a return of +10.4% compared to -39.5%

PFM vs YINN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFM(ETF)	YINN(ETF)
Net Assets	$764M	$766M
Expense Ratio	0.52%	N/A
Max Drawdown	54.71%	98.97%
Sharpe Ratio	1.48	-0.27
5Y Beta	0.69	1.95
P/E Ratio	25.28	N/A
Forward P/E	20.41	N/A
5Y Dividends CAGR	3.83%	-32.97%
5Y EPS CAGR	13.78%	N/A
P/S Ratio	2.82	N/A
P/B Ratio	4.83	N/A

Net Assets

PFM

$764M

Winner

YINN

$766M

Expense Ratio

PFM

0.52%

YINN

N/A

Max Drawdown

Winner

PFM

54.71%

YINN

98.97%

Sharpe Ratio

Winner

PFM

1.48

YINN

-0.27

5Y Beta

Winner

PFM

0.69

YINN

1.95

P/E Ratio

PFM

25.28

YINN

N/A

Forward P/E

PFM

20.41

YINN

N/A

5Y Dividends CAGR

Winner

PFM

3.83%

YINN

-32.97%

5Y EPS CAGR

PFM

13.78%

YINN

N/A

P/S Ratio

PFM

2.82

YINN

N/A

P/B Ratio

PFM

4.83

YINN

N/A

PFM vs YINN - Holdings Comparison

PFM and YINN have 0 common holdings. Overlap is 0.00%

PFM's top 25 holdings weight is 51.96%. YINN's top 25 holdings weight is 56.38%.

Rank	PFM	YINN
#1	BROADCOM INC (AVGO) - 5.18%	ISHARES CHINA LARGE-CAP ETF (FXI) - 50.18%
#2	APPLE INC (AAPL) - 4.58%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 6.20%
#3	MICROSOFT CORP (MSFT) - 4.15%	N/A
#4	ELI LILLY AND CO (LLY) - 3.61%	N/A
#5	WALMART INC (WMT) - 3.40%	N/A
#6	JPMORGAN CHASE & CO (JPM) - 2.97%	N/A
#7	EXXON MOBIL CORP (XOM) - 2.24%	N/A
#8	JOHNSON & JOHNSON (JNJ) - 1.99%	N/A
#9	ORACLE CORP (ORCL) - 1.99%	N/A
#10	VISA INC CLASS A (V) - 1.97%	N/A
#11	CISCO SYSTEMS INC (CSCO) - 1.68%	N/A
#12	COSTCO WHOLESALE CORP (COST) - 1.60%	N/A
#13	MASTERCARD INC CLASS A (MA) - 1.57%	N/A
#14	CATERPILLAR INC (CAT) - 1.52%	N/A
#15	LAM RESEARCH CORP (LRCX) - 1.45%	N/A
#16	BANK OF AMERICA CORP (BAC) - 1.35%	N/A
#17	ABBVIE INC (ABBV) - 1.35%	N/A
#18	CHEVRON CORP (CVX) - 1.32%	N/A
#19	COCA-COLA CO (KO) - 1.24%	N/A
#20	UNITEDHEALTH GROUP INC (UNH) - 1.23%	N/A
#21	PROCTER & GAMBLE CO (PG) - 1.19%	N/A
#22	MORGAN STANLEY (MS) - 1.15%	N/A
#23	THE HOME DEPOT INC (HD) - 1.11%	N/A
#24	TEXAS INSTRUMENTS INC (TXN) - 1.06%	N/A
#25	THE GOLDMAN SACHS GROUP INC (GS) - 1.06%	N/A
Total Holdings	433	2

PFM vs YINN - Historical Returns

Returns include dividend reinvestment.

Period	PFM	YINN
1 month	+1.82%	-15.78%
3 months	+4.54%	-12.71%
6 months	+7.14%	-39.25%
1 year	+19.00%	-27.29%
5 years(CAGR)	+10.45%	-39.51%
10 years(CAGR)	+11.71%	-19.68%
Max(CAGR)	+8.71%	-17.48%

Winner

PFM

+1.82%

YINN

-15.78%

Winner

PFM

+4.54%

YINN

-12.71%

Winner

PFM

+7.14%

YINN

-39.25%

Winner

PFM

+19.00%

YINN

-27.29%

5Y(CAGR)

Winner

PFM

+10.45%

YINN

-39.51%

10Y(CAGR)

Winner

PFM

+11.71%

YINN

-19.68%

Max(CAGR)

Winner

PFM

+8.71%

YINN

-17.48%

PFM vs YINN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PFM	YINN
2026	+7.00%	-40.04%
2025	+14.36%	+63.08%
2024	+16.93%	+49.97%
2023	+11.52%	-57.60%
2022	-6.07%	-71.89%
2021	+24.81%	-58.14%
2020	+9.32%	-15.00%
2019	+27.28%	+32.54%
2018	-4.59%	-53.28%
2017	+17.03%	+120.82%
2016	+15.96%	-6.43%
2015	-3.12%	-50.58%
2014	+12.13%	+31.57%
2013	+22.82%	+49.31%
2012	+9.73%	+3.13%
2011	+8.29%	-64.44%
2010	+13.16%	+10.62%
2009	+7.39%	-7.17%
2008	-28.22%	N/A
2007	-0.21%	N/A
2006	+14.35%	N/A
2005	+1.93%	N/A

PFM vs YINN Drawdown Comparison

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

The maximum drawdown for YINN was -98.87%, occurring on Jan 22, 2024. This drawdown has not yet recovered.

The current PFM drawdown is -1.11%. The current YINN drawdown is -97.62%.

Rank	PFM	YINN
#1	-53.22% Oct 9, 2007 - Aug 17, 2012	-98.87% Apr 27, 2015 - Jan 22, 2024
#2	-32.19% Feb 14, 2020 - Sep 2, 2020	-78.24% Apr 21, 2011 - Apr 9, 2015
#3	-17.82% Jan 4, 2022 - Jul 20, 2023	-42.96% Jan 11, 2010 - Sep 29, 2010
#4	-15.08% Sep 21, 2018 - Mar 21, 2019	-28.29% Nov 8, 2010 - Apr 20, 2011
#5	-14.51% Feb 19, 2025 - Jun 30, 2025	-12.42% Dec 3, 2009 - Jan 4, 2010
#6	-13.07% Dec 23, 2014 - Mar 17, 2016	-12.36% Apr 16, 2015 - Apr 22, 2015
#7	-10.83% Jan 26, 2018 - Sep 11, 2018	-11.75% Oct 18, 2010 - Nov 4, 2010
#8	-9.67% Jul 26, 2023 - Dec 11, 2023	-3.83% Oct 5, 2010 - Oct 11, 2010
#9	-8.41% Jun 4, 2007 - Oct 1, 2007	-3.08% Apr 22, 2015 - Apr 27, 2015
#10	-7.10% Feb 11, 2026 - Apr 30, 2026	-2.98% Jan 6, 2010 - Jan 11, 2010
#11	-6.82% Oct 12, 2020 - Nov 9, 2020	-2.17% Apr 13, 2015 - Apr 16, 2015
#12	-6.63% Dec 31, 2013 - Mar 18, 2014	-2.00% Apr 9, 2015 - Apr 13, 2015
#13	-6.40% Oct 8, 2012 - Jan 4, 2013	-0.93% Oct 14, 2010 - Oct 18, 2010
#14	-6.39% Sep 2, 2020 - Oct 12, 2020	-0.10% Oct 11, 2010 - Oct 13, 2010
#15	-5.97% May 21, 2013 - Jul 18, 2013	-0.02% Sep 30, 2010 - Oct 4, 2010

Correlation

Correlation between PFM and YINN is -0.74 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.74

-101

Dividend Comparison (2005 - 2026)

PFM vs YINN dividend yield comparison.

Year	PFM	YINN
2026	0.35%	0.21%
2025	1.41%	1.12%
2024	1.58%	1.81%
2023	1.86%	4.17%
2022	1.95%	1.16%
2021	1.69%	0.73%
2020	1.92%	0.76%
2019	1.94%	1.38%
2018	2.27%	1.01%
2017	1.70%	1.11%
2016	2.56%	0.00%
2015	2.36%	0.00%
2014	1.93%	0.19%
2013	1.88%	0.00%
2012	2.36%	0.00%
2011	2.17%	0.00%
2010	1.99%	3.50%
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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PFM vs YINN

PFM vs YINN - Performance Comparison

Key Characteristics

PFM vs YINN - Holdings Comparison

PFM vs YINN - Historical Returns

PFM vs YINN - Annual Returns (2005 - 2026)

PFM vs YINN Drawdown Comparison

Correlation

Dividend Comparison (2005 - 2026)

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