PFM:ARCA-PowerShares Dividend Achievers

ETF | Large Value | NYSE Arca

Last Closing

USD 25.3527

Change

0.00 (0.00)%

Market Cap

USD 0.29B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

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: 0.55 %

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: 2019-01-12 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
DVY iShares Select Dividend ETF 0.39 %

N/A

USD 17.67B
IUSV iShares Core S&P U.S. Value ET.. 0.04 %

N/A

USD 5.83B
VONV Vanguard Russell 1000 Value ET.. 0.12 %

N/A

USD 1.97B
FTA First Trust Large Cap Value Al.. 0.61 %

N/A

USD 1.17B
RDVY First Trust Rising Dividend Ac.. 0.50 %

N/A

USD 0.78B
LVHD Legg Mason Low Volatility High.. 0.27 %

N/A

USD 0.70B
CDC VictoryShares US EQ Income Enh.. 0.35 %

N/A

USD 0.70B
CDL VictoryShares US Large Cap Hig.. 0.35 %

N/A

USD 0.34B
CLRG IQ Chaikin U.S. Large Cap ETF 0.25 %

N/A

USD 0.28B
QLC FlexShares US Quality Large Ca.. 0.32 %

N/A

USD 0.05B

ETFs Containing PFM

PSY:CA Invesco Global Shareholde.. 24.76 % 0.76 %

N/A

CAD 3.75M
PSY.U:CA Invesco Global Shareholde.. 24.76 % 0.76 %

N/A

CAD 0.81M

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 2.64% 21% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.64% 21% F 29% F
Trailing 12 Months  
Capital Gain -6.36% 85% B 61% D-
Dividend Return 1.42% 23% F 34% F
Total Return -4.94% 69% D+ 60% D-
Trailing 5 Years  
Capital Gain 28.11% 67% D+ 60% D-
Dividend Return 11.75% 50% F 52% F
Total Return 39.86% 67% D+ 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 6.34% 46% F 51% F
Dividend Return 8.52% 54% F 52% F
Total Return 2.18% 54% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 6.96% 85% B 92% A-
Risk Adjusted Return 122.45% 92% A- 94% A
Market Capitalization 0.29B 42% F 50% F

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.