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KBWD vs PFM
Invesco KBW High Dividend Yield Financial ETF vs Invesco Dividend Achievers ETF
Key differences
- PFM costs 4.87% less per year.
- Over the last 3 years, PFM has delivered higher annualized returns.
- PFM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KBWD | PFM | |
|---|---|---|
| Annual cost (TER) | 5.39% | 0.52% |
| Fund size (AUM) | $447M | $764M |
| Since | 2010 | 2005 |
| Dividend yield | 13.23% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.7% | +22.0% |
| CAGR 3Y | +8.5% | +16.2% |
| CAGR 5Y | +1.4% | +10.8% |
| Sharpe 3Y | 0.34 | 1.03 |
| Volatility 1Y | 15.37% | 9.62% |
| Max drawdown | -58.63% | -32.21% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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