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DVDN vs PFM
Kingsbarn Dividend Opportunity ETF vs Invesco Dividend Achievers ETF
Key differences
Both DVDN and PFM are equity ETFs. DVDN charges 1.65% a year and PFM 0.52%. The main difference: DVDN follows a active selection strategy; PFM uses index tracking.
- DVDN follows a active selection strategy; PFM uses index tracking.
- PFM costs 1.13% less per year.
- PFM is much larger than DVDN. Larger funds are usually more liquid and less likely to close.
- PFM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DVDN | PFM | |
|---|---|---|
| Annual cost (TER) | 1.65% | 0.52% |
| Fund size (AUM) | $3M | $781M |
| Since | 2023 | 2005 |
| Dividend yield | 14.38% | 1.34% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -16.7% | +18.9% |
| CAGR 3Y | N/A | +16.9% |
| CAGR 5Y | N/A | +10.5% |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | 17.86% | 9.54% |
| Max drawdown | -34.59% | -32.21% |
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