PFM:ARCA-PowerShares Dividend Achievers (USD)

ETF | Large Value | NYSE Arca

Last Closing

USD 45.93

Change

0.00 (0.00)%

Market Cap

USD 0.29B

Volume

7.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the NASDAQ US Broad Dividend AchieversTM Index. The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The NASDAQ OMX Group, Inc. includes common stock in the underlying index pursuant to a proprietary selection methodology that identifies a universe of "Dividend AchieversTM."

Inception Date: 15/09/2005

Primary Benchmark: NASDAQ US Broad Div Achievers TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.55%

Management Expense Ratio: 0.54 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-31 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
IUSV iShares Core S&P U.S. Value ET.. 0.04 %

+0.67 (+0.72%)

USD 18.83B
RDVY First Trust Rising Dividend Ac.. 0.50 %

+0.72 (+1.27%)

USD 11.66B
VONV Vanguard Russell 1000 Value In.. 0.12 %

+0.67 (+0.83%)

USD 9.23B
FTA First Trust Large Cap Value Al.. 0.61 %

+0.86 (+1.12%)

USD 1.21B
CDC VictoryShares US EQ Income Enh.. 0.35 %

+0.55 (+0.87%)

USD 0.84B
LVHD Legg Mason Low Volatility High.. 0.27 %

+0.39 (+0.98%)

USD 0.61B
CDL VictoryShares US Large Cap Hig.. 0.35 %

+0.59 (+0.90%)

USD 0.35B
VSMV VictoryShares US Multi-Factor .. 0.35 %

+0.33 (+0.70%)

USD 0.13B
RNDV First Trust US Equity Dividend.. 0.50 %

+0.35 (+1.06%)

USD 0.04B
EQRR ProShares Equities for Rising .. 0.35 %

+0.47 (+0.83%)

USD 0.01B

ETFs Containing PFM

DWAT Arrow DWA Tactical: Macro.. 8.60 % 1.40 %

+0.08 (+0%)

USD 3.33M
PSY:CA 0.00 % 0.76 %

N/A

N/A
PSY-U:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.14% 100% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.14% 100% F 66% D+
Trailing 12 Months  
Capital Gain 19.48% 92% A 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.48% 92% A 66% D+
Trailing 5 Years  
Capital Gain 57.51% 75% C 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 57.51% 75% C 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.37% N/A N/A 66% D+
Dividend Return 10.72% N/A N/A 66% D+
Total Return 1.34% N/A N/A 32% F
Risk Return Profile  
Volatility (Standard Deviation) 12.01% N/A N/A 86% B+
Risk Adjusted Return 89.19% N/A N/A 94% A
Market Capitalization 0.29B 55% F 66% D+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.