PFM - ETF AI Analysis
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Invesco Dividend Achievers ETF (PFM)
PFM, the Invesco Dividend Achievers ETF, earns a solid overall rating thanks to its heavy exposure to high-quality, financially strong companies like Apple, Microsoft, and Walmart, which show robust profitability, growth in areas such as cloud, AI, and e-commerce, and supportive corporate developments. The fund is somewhat held back by holdings like Eli Lilly, Visa, and Mastercard, where high leverage, bearish technical trends, or premium valuations introduce caution. The main risk factor is its concentration in large, growth-oriented names with rich valuations, which could weigh on returns if future growth falls short of expectations.
PFM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 818.46M
- Region
- North America
- Expense Ratio
- 0.52%
- Beta
- 0.69
- Issuer
- Invesco
- Inception Date
- Sep 15, 2005
- Dividend Yield
- 1.29%
- Asset Class
- Equity
- Index Tracked
- NASDAQ US Broad Dividend Achievers Index
PFM Summary
The Invesco Dividend Achievers ETF (PFM) follows the NASDAQ US Broad Dividend Achievers Index, which focuses on U.S. companies that have raised their dividends for at least 10 years in a row. It holds well-known names like Apple and Microsoft, along with banks, healthcare firms, retailers, and energy companies, giving you a mix of sectors in one fund. Someone might invest in PFM to seek steady dividend income plus long-term growth from proven, financially strong businesses. A key risk is that stock prices and dividend payments can still go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.52%, which means you’ll pay about $5.20 per year for every $1,000 you invest. That’s higher than the average cost of simple index ETFs because this fund follows a more specialized dividend-growth strategy, which typically charges a bit more for its focused approach.
What would affect this ETF?
PFM could benefit if the U.S. economy stays healthy, interest rates stabilize or fall, and large dividend-growing companies in technology, financials, and health care—such as Apple, Microsoft, JPMorgan, and Eli Lilly—continue to grow profits and raise payouts. On the other hand, a weaker U.S. economy, higher-for-longer interest rates, tighter banking or dividend regulations, or setbacks in key sectors like tech, financials, or energy could hurt the fund’s income and share prices.
PFM Top 10 Holdings
PFM leans heavily on U.S. blue chips, with Big Tech and healthcare setting the tone. Apple and Microsoft have been steady to rising, giving the fund a solid tech backbone, while Eli Lilly’s strong run in pharma adds extra fuel. On the consumer side, Walmart is climbing, helping smooth out bumps from more mixed names like Broadcom and JPMorgan, which have recently lost a bit of momentum. With all holdings U.S.-based and spread across tech, financials, healthcare, and consumer staples, the ETF feels like a disciplined, dividend-focused core portfolio.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 4.25% | $34.59M | $5.03T | 26.98% | 79Outperform |
 LLY | Eli Lilly & Co | 4.65% | $37.85M | $1.33T | 67.86% | 72Outperform |
 MSFT | Microsoft | 4.02% | $32.71M | $3.88T | -0.73% | 79Outperform |
 AVGO | Broadcom | 3.44% | $28.00M | $1.56T | -13.38% | 76Outperform |
 WMT | Walmart | 3.41% | $27.80M | $979.90B | 20.82% | 78Outperform |
 JPM | JPMorgan Chase | 3.12% | $25.42M | $895.92B | 8.92% | 72Outperform |
 XOM | Exxon Mobil | 2.68% | $21.84M | $769.96B | 63.27% | 74Outperform |
 V | Visa | 2.45% | $19.97M | $782.42B | 19.87% | 70Outperform |
 JNJ | Johnson & Johnson | 2.29% | $18.67M | $657.68B | 44.51% | 78Outperform |
 MA | Mastercard | 1.93% | $15.73M | $559.19B | 15.23% | 75Outperform |
PFM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PFM, the sentiment is Positive. The current price of 58.39 is above the 20-day moving average (MA) of 56.93, above the 50-day MA of 56.51, and above the 200-day MA of 54.53, indicating a bullish trend. The MACD of 0.57 indicates Negative momentum. The RSI at 69.59 is Neutral, neither overbought nor oversold. The STOCH value of 89.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PFM.
PFM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PFM | $58.39 | $62.00(6.19% Upside) | $818.46M | 0.52% | 73Outperform |
 HLAL | $71.52 | $91.44(27.85% Upside) | $972.36M | 0.50% | 76Outperform |
 SEUS | $25.65 | $30.86(20.30% Upside) | $946.37M | 0.30% | 73Outperform |
 AUSF | $51.89 | $57.31(10.44% Upside) | $902.41M | 0.27% | 71Outperform |
 BGDV | $31.27 | $37.25(19.11% Upside) | $877.55M | 0.45% | 74Outperform |
 AAUB | $49.94 | $60.70(21.54% Upside) | $845.51M | 0.10% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PFM | Invesco Dividend Achievers ETF | 58.39 | 8.54 | 17.12% | |
| HLAL | Wahed FTSE USA Shariah ETF | 71.52 | 10.37 | 16.96% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 25.65 | 0.39 | 1.53% | |
| AUSF | Global X Adaptive U.S. Factor ETF | 51.89 | 8.17 | 18.69% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.27 | 5.03 | 19.16% | |
| AAUB | Alpha Architect US Equity 4 ETF | 49.94 | 0.45 | 0.91% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.