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PFM vs KBWD

Invesco Dividend Achievers ETF vs Invesco KBW High Dividend Yield Financial ETF

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

KBWD

Invesco KBW High Dividend Yield Financial ETF

Invesco

Annual cost

5.39%

Fund size

$447M

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

PFMKBWD
Annual cost (TER)0.52%5.39%
Fund size (AUM)$764M$447M
Since20052010
Dividend yield1.37%13.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.0%+6.7%
CAGR 3Y+16.2%+8.5%
CAGR 5Y+10.8%+1.4%
Sharpe 3Y1.030.34
Volatility 1Y9.62%15.37%
Max drawdown-32.21%-58.63%

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

Similar to PFM and KBWD