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HDV vs PFM

iShares Core High Dividend ETF vs Invesco Dividend Achievers ETF

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

Key differences

  • HDV costs 0.44% less per year.
  • HDV is significantly larger than PFM — larger funds tend to be 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

HDVPFM
Annual cost (TER)0.08%0.52%
Fund size (AUM)$13.6B$764M
Since20112005
Dividend yield2.88%1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.2%+21.4%
CAGR 3Y+16.3%+16.4%
CAGR 5Y+10.8%+10.5%
Sharpe 3Y1.091.04
Volatility 1Y9.59%9.63%
Max drawdown-37.04%-32.21%

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

Similar to HDV and PFM