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PFM vs DJD

Invesco Dividend Achievers ETF vs Invesco Dow Jones Industrial Average Dividend ETF

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

DJD

Invesco Dow Jones Industrial Average Dividend ETF

Invesco

Annual cost

0.07%

Fund size

$449M

Key differences

  • DJD costs 0.45% less per year.
  • Over the last 3 years, DJD has delivered higher annualized returns.
  • PFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFMDJD
Annual cost (TER)0.52%0.07%
Fund size (AUM)$764M$449M
Since20052015
Dividend yield1.37%2.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.4%+25.6%
CAGR 3Y+16.4%+18.0%
CAGR 5Y+10.5%+10.0%
Sharpe 3Y1.041.14
Volatility 1Y9.63%10.28%
Max drawdown-32.21%-34.66%

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

Similar to PFM and DJD