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Upturn AI SWOT - About
Invesco Dividend Achievers ETF (PFM)
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Upturn Advisory Summary
08/14/2025: PFM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 21.28% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 39.85 - 48.00 | Updated Date 06/29/2025 |
52 Weeks Range 39.85 - 48.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Dividend Achievers ETF
ETF Overview
Overview
The Invesco Dividend Achievers ETF (PFM) seeks to track the performance of the NASDAQ US Dividend Achievers Select Index, which is composed of dividend-paying companies with a history of increasing their dividend payments over time. This ETF focuses on companies demonstrating consistent dividend growth, primarily within the large-cap value and blend segments.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history in the ETF market. They are known for providing a wide range of investment solutions.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing its ETF offerings, including those focused on dividend investing.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the NASDAQ US Dividend Achievers Select Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the NASDAQ US Dividend Achievers Select Index, which selects companies with at least ten consecutive years of increasing annual regular dividend payments.
Composition The ETF holds a diversified portfolio of stocks that meet the index's dividend growth criteria, generally consisting of large-cap U.S. companies.
Market Position
Market Share: Data unavailable to calculate precise market share.
Total Net Assets (AUM): 228500000
Competitors
Key Competitors
- Schwab US Dividend Equity ETF (SCHD)
- Vanguard Dividend Appreciation ETF (VIG)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The dividend ETF market is highly competitive. PFM's advantage lies in its focus on dividend achievers, but it faces competition from larger, lower-cost ETFs like SCHD and VIG. PFM may have higher expense ratios, which makes it less attractive than other dividend-focused funds.
Financial Performance
Historical Performance: Historical performance data not readily available in JSON format for all periods.
Benchmark Comparison: Performance should be compared to the NASDAQ US Dividend Achievers Select Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
PFM's average trading volume indicates moderate liquidity, making it generally easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread of PFM represents the difference between the highest price a buyer will pay and the lowest price a seller will accept and can fluctuate based on market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate levels, and sector-specific trends can all influence the performance of dividend-paying stocks held by PFM.
Growth Trajectory
PFM's growth depends on the continued profitability and dividend growth of its underlying holdings and the overall attractiveness of dividend investing strategies.
Moat and Competitive Advantages
Competitive Edge
PFMu2019s competitive advantage comes from its focus on companies with a proven track record of increasing dividends annually for at least ten years, providing some assurance of financial stability and commitment to shareholder returns. It offers a relatively targeted approach to dividend investing. This strategy attracts investors seeking consistent income. However, the fund's higher expense ratio and smaller size compared to larger competitors are potential drawbacks.
Risk Analysis
Volatility
PFM's volatility is tied to the volatility of the stock market, and the specific stocks it holds.
Market Risk
PFM faces market risk due to fluctuations in stock prices and sector-specific risks associated with its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for PFM is someone seeking a steady stream of income from dividend-paying stocks and is willing to accept moderate risk associated with equity investments.
Market Risk
PFM is suitable for long-term investors, but less suitable for active traders who are sensitive to expense ratios and trading costs.
Summary
The Invesco Dividend Achievers ETF (PFM) offers exposure to dividend-paying companies with a history of increasing dividends. It aims to track the NASDAQ US Dividend Achievers Select Index. While providing a targeted approach to dividend investing, it faces competition from lower-cost and larger dividend ETFs. It is suitable for investors seeking steady income and long-term capital appreciation, but investors should be mindful of PFM's expense ratio and liquidity compared to similar ETFs. PFM's performance will be influenced by broader market conditions and the dividend-paying capacity of its holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- etf.com
- Morningstar.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Dividend Achievers ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Nasdaq, Inc. (Nasdaq or the index provider) includes common stock in the underlying index pursuant to a proprietary selection methodology that identifies a universe of Dividend AchieversTM.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.