PIZ vs PFM
Comparison between INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF) and INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF).
5-Year PerformancePFM has outperformed PIZ, delivering a return of +10.5% compared to +7.7%
PIZ vs PFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PIZ
$777M
Winner
PFM
$779M
Expense Ratio
PIZ
0.80%
Winner
PFM
0.52%
Max Drawdown
PIZ
61.09%
Winner
PFM
54.71%
Sharpe Ratio
PIZ
0.54
Winner
PFM
1.24
5Y Beta
PIZ
0.94
Winner
PFM
0.67
P/E Ratio
PIZ
N/A
PFM
25.94
Forward P/E
PIZ
N/A
PFM
20.20
5Y Dividends CAGR
Winner
PIZ
46.14%
PFM
4.18%
5Y EPS CAGR
PIZ
N/A
PFM
14.37%
P/S Ratio
PIZ
N/A
PFM
2.52
P/B Ratio
PIZ
N/A
PFM
4.74
PIZ vs PFM - Holdings Comparison
PIZ and PFM have 2 common holdings. Overlap is 0.12%
PIZ's top 25 holdings weight is 49.06%. PFM's top 25 holdings weight is 46.34%.
| Rank | PIZ | PFM |
|---|---|---|
| #1 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 3.05% | ELI LILLY AND CO (LLY) - 4.17% |
| #2 | CONSTELLATION SOFTWARE INC (CNSWF) - 2.86% | APPLE INC (AAPL) - 3.97% |
| #3 | n/a (BDRBF) - 2.80% | BROADCOM INC (AVGO) - 3.44% |
| #4 | TOROMONT INDUSTRIES LTD (TMTNF) - 2.67% | MICROSOFT CORP (MSFT) - 3.37% |
| #5 | BELIMO HOLDING AG (n/a) - 2.51% | WALMART INC (WMT) - 3.28% |
| #6 | HD HYUNDAI ELECTRIC (n/a) - 2.40% | JPMORGAN CHASE & CO (JPM) - 3.23% |
| #7 | THE TORONTO-DOMINION BANK (TD) - 2.33% | JOHNSON & JOHNSON (JNJ) - 2.31% |
| #8 | ROYAL BANK OF CANADA (RY) - 2.19% | EXXON MOBIL CORP (XOM) - 2.13% |
| #9 | KINGBOARD LAMINATES HOLDINGS LTD (n/a) - 2.11% | VISA INC CLASS A (V) - 2.10% |
| #10 | INVESTOR AB CLASS B (n/a) - 2.06% | MASTERCARD INC CLASS A (MA) - 1.66% |
| #11 | SK HYNIX INC (n/a) - 2.03% | CISCO SYSTEMS INC (CSCO) - 1.63% |
| #12 | LION FINANCE GROUP PLC (n/a) - 2.01% | ABBVIE INC (ABBV) - 1.63% |
| #13 | INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 1.90% | CATERPILLAR INC (CAT) - 1.59% |
| #14 | SWEDBANK AB CLASS A (n/a) - 1.79% | COSTCO WHOLESALE CORP (COST) - 1.54% |
| #15 | IBIDEN CO LTD (n/a) - 1.74% | LAM RESEARCH CORP (LRCX) - 1.52% |
| #16 | UNIPOL ASSICURAZIONI SPA (n/a) - 1.70% | BANK OF AMERICA CORP (BAC) - 1.51% |
| #17 | ABB LTD (n/a) - 1.68% | ORACLE CORP (ORCL) - 1.47% |
| #18 | BPER BANCA SPA (n/a) - 1.64% | UNITEDHEALTH GROUP INC (UNH) - 1.41% |
| #19 | PIRAEUS BANK SA (n/a) - 1.50% | COCA-COLA CO (KO) - 1.31% |
| #20 | BANK OF IRELAND GROUP PLC (n/a) - 1.40% | CHEVRON CORP (CVX) - 1.28% |
| #21 | VAT GROUP AG (n/a) - 1.38% | EQUINIX INC (EQIX) - 0.36% |
| #22 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.37% | MCKESSON CORP (MCK) - 0.36% |
| #23 | HOCHTIEF AG (n/a) - 1.36% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.36% |
| #24 | n/a (n/a) - 1.33% | DUKE ENERGY CORP (DUK) - 0.36% |
| #25 | SWISS LIFE HOLDING AG (n/a) - 1.25% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.35% |
| Total Holdings | 118 | 395 |
PIZ vs PFM - Historical Returns
Returns include dividend reinvestment.
1M
PIZ
-6.79%
Winner
PFM
+1.66%
3M
PIZ
-4.38%
Winner
PFM
+3.93%
6M
PIZ
+0.53%
Winner
PFM
+7.20%
1Y
PIZ
+12.84%
Winner
PFM
+15.51%
5Y(CAGR)
PIZ
+7.67%
Winner
PFM
+10.46%
10Y(CAGR)
PIZ
+10.14%
Winner
PFM
+11.33%
Max(CAGR)
PIZ
+5.84%
Winner
PFM
+8.74%
PIZ vs PFM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PIZ | PFM |
|---|---|---|
| 2026 | +5.95% | +8.88% |
| 2025 | +38.01% | +14.36% |
| 2024 | +18.15% | +16.93% |
| 2023 | +18.01% | +11.52% |
| 2022 | -30.42% | -6.07% |
| 2021 | +19.82% | +24.81% |
| 2020 | +16.95% | +9.32% |
| 2019 | +28.15% | +27.28% |
| 2018 | -16.56% | -4.59% |
| 2017 | +30.52% | +17.03% |
| 2016 | -6.35% | +15.96% |
| 2015 | -0.12% | -3.12% |
| 2014 | -6.69% | +12.13% |
| 2013 | +34.14% | +22.82% |
| 2012 | +15.32% | +9.73% |
| 2011 | -19.66% | +8.29% |
| 2010 | +17.77% | +13.16% |
| 2009 | +36.14% | +7.39% |
| 2008 | -43.80% | -28.22% |
| 2007 | N/A | -0.21% |
| 2006 | N/A | +14.35% |
| 2005 | N/A | +1.93% |
PIZ vs PFM Drawdown Comparison
The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.
The maximum drawdown for PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The current PIZ drawdown is -11.75%. The current PFM drawdown is -0.66%.
| Rank | PIZ | PFM |
|---|---|---|
| #1 | -60.61% May 19, 2008 - Sep 17, 2013 | -53.22% Oct 9, 2007 - Aug 17, 2012 |
| #2 | -40.94% Sep 2, 2021 - Feb 12, 2025 | -32.19% Feb 14, 2020 - Sep 2, 2020 |
| #3 | -36.44% Feb 12, 2020 - Aug 6, 2020 | -17.82% Jan 4, 2022 - Jul 20, 2023 |
| #4 | -24.78% Jan 26, 2018 - Dec 27, 2019 | -15.08% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -22.95% Mar 6, 2014 - Jul 17, 2017 | -14.51% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -14.68% Feb 18, 2025 - Apr 22, 2025 | -13.07% Dec 23, 2014 - Mar 17, 2016 |
| #7 | -14.36% Feb 26, 2026 - Apr 14, 2026 | -10.83% Jan 26, 2018 - Sep 11, 2018 |
| #8 | -12.55% May 8, 2026 - Jul 20, 2026 | -9.67% Jul 26, 2023 - Dec 11, 2023 |
| #9 | -12.24% Jan 10, 2008 - Feb 27, 2008 | -8.41% Jun 4, 2007 - Oct 1, 2007 |
| #10 | -10.75% Feb 27, 2008 - Apr 3, 2008 | -7.10% Feb 11, 2026 - Apr 30, 2026 |
| #11 | -9.01% Feb 16, 2021 - Apr 8, 2021 | -6.82% Oct 12, 2020 - Nov 9, 2020 |
| #12 | -8.27% Oct 12, 2020 - Nov 5, 2020 | -6.63% Dec 31, 2013 - Mar 18, 2014 |
| #13 | -6.93% Jan 15, 2014 - Feb 18, 2014 | -6.40% Oct 8, 2012 - Jan 4, 2013 |
| #14 | -5.91% Nov 3, 2025 - Dec 11, 2025 | -6.39% Sep 2, 2020 - Oct 12, 2020 |
| #15 | -5.42% Sep 18, 2013 - Oct 18, 2013 | -5.97% May 21, 2013 - Jul 18, 2013 |
Correlation
Correlation between PIZ and PFM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
PIZ vs PFM dividend yield comparison.
| Year | PIZ | PFM |
|---|---|---|
| 2026 | 1.16% | 0.69% |
| 2025 | 1.55% | 1.41% |
| 2024 | 1.68% | 1.58% |
| 2023 | 1.86% | 1.86% |
| 2022 | 2.04% | 1.95% |
| 2021 | 1.01% | 1.69% |
| 2020 | 0.37% | 1.92% |
| 2019 | 1.58% | 1.94% |
| 2018 | 1.06% | 2.27% |
| 2017 | 1.30% | 1.70% |
| 2016 | 2.21% | 2.56% |
| 2015 | 1.09% | 2.36% |
| 2014 | 1.61% | 1.93% |
| 2013 | 2.81% | 1.88% |
| 2012 | 1.96% | 2.36% |
| 2011 | 2.90% | 2.17% |
| 2010 | 0.43% | 1.99% |
| 2009 | 2.10% | 1.55% |
| 2008 | 2.15% | 3.12% |
| 2007 | 0.00% | 1.97% |
| 2006 | 0.00% | 1.84% |
| 2005 | 0.00% | 0.58% |
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