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PFM vs HDV

Invesco Dividend Achievers ETF vs iShares Core High Dividend ETF

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

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

PFMHDV
Annual cost (TER)0.52%0.08%
Fund size (AUM)$764M$13.6B
Since20052011
Dividend yield1.37%2.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.4%+25.2%
CAGR 3Y+16.4%+16.3%
CAGR 5Y+10.5%+10.8%
Sharpe 3Y1.041.09
Volatility 1Y9.63%9.59%
Max drawdown-32.21%-37.04%

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

Similar to PFM and HDV