PFM:ARCA-PowerShares Dividend Achievers (USD)

ETF | Large Value | NYSE Arca

Last Closing

USD 45.58

Change

+0.66 (+1.47)%

Market Cap

USD 0.29B

Volume

0.03M

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 Holdings

N/A

Symbol Company Name Allocation
CVE 2.59 %
EMMA 2.15 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-14 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
IUSV 0.04 %

+1.49 (+1.66%)

USD 20.19B
RDVY 0.50 %

+1.23 (+2.15%)

USD 13.96B
VONV 0.12 %

+1.47 (+1.83%)

USD 11.12B
FTA 0.61 %

+1.51 (+2.03%)

USD 1.17B
CDC 0.35 %

+1.04 (+1.65%)

USD 0.79B
LVHD 0.27 %

+0.52 (+1.32%)

USD 0.52B
CDL 0.35 %

+1.06 (+1.61%)

USD 0.36B
VSMV 0.35 %

+0.72 (+1.53%)

USD 0.11B
RNDV 0.50 %

+0.54 (+1.72%)

USD 0.05B
EQRR 0.35 %

+1.28 (+2.26%)

USD 0.01B

ETFs Containing PFM

DWAT 0.00 % 1.40 %

+0.11 (+0%)

USD 2.46M
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 -0.61% 38% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.61% 38% F 61% D-
Trailing 12 Months  
Capital Gain 9.10% 67% D+ 71% C-
Dividend Return 1.30% 25% F 28% F
Total Return 10.40% 67% D+ 70% C-
Trailing 5 Years  
Capital Gain 76.53% 62% D 70% C-
Dividend Return 12.78% 17% F 37% F
Total Return 89.31% 54% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.23% 46% F 63% D
Dividend Return 12.53% 46% F 63% D
Total Return 1.30% 15% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 12.59% 92% A 86% B+
Risk Adjusted Return 99.48% 92% A 96% N/A
Market Capitalization 0.29B 55% F 68% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.