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DVVY vs PFM

Invesco Diversified Dividend Opportunities ETF vs Invesco Dividend Achievers ETF

DVVY

Invesco Diversified Dividend Opportunities ETF

Invesco

Annual cost

0.33%

Fund size

$3M

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

Key differences

  • DVVY costs 0.19% less per year.
  • PFM is significantly larger than DVVY — larger funds tend to be more liquid and less likely to close.
  • DVVY follows a active selection strategy; PFM uses index tracking.
  • PFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVVYPFM
Annual cost (TER)0.33%0.52%
Fund size (AUM)$3M$764M
Since20262005
Dividend yield1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+21.4%
CAGR 3YN/A+16.4%
CAGR 5YN/A+10.5%
Sharpe 3YN/A1.04
Volatility 1Y9.63%
Max drawdown-2.57%-32.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DVVY and PFM