PFM Dividend Achievers

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  • PFM
  • Category
  • Large Cap Value Equities
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PFM - Profile

Vitals

Investment Themes

Alternative ETFs in the Large Cap Value Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The Index is designed to identify a diversified group of dividend paying companies. These companies have increased their annual dividend for ten or more consecutive fiscal years.

Realtime Rating

PFM - Realtime Rating

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Realtime Rating Summary

PFM is a passive ETF that seeks to replicate Broad Dividend Achiever Index. The Index is designed to identify a diversified group of dividend paying companies. These companies have increased their annual dividend for ten or more consecutive fiscal years.

The adjacent table gives investors an individual Realtime Rating for PFM on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Value Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

PFM Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B n/a
Expenses B- n/a
Performance
Volatility
Dividend
Concentration

Knowledge Center

Sector ETFs

Alternative ETFs

Vanguard Center

Emerging Market ETFs

PFM In-Depth Analysis

The following tables and charts contain in-depth metrics for PFM and compare it to similar peer ETFs within its ETFdb Category.

Holdings

PFM - Holdings

Filings Data as of: Aug 04, 2015
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Concentration Analysis

This section compares how balanced and deep PFM is relative to the peer group ETFdb Category.

Number of Holdings
PFM Rank:
PFM 263
Category Low
Category High
% Assets in Top 10
PFM Rank:
PFM 32.34%
Category Low
Category High

PFM Asset Allocation

Asset Percentage
U.S. Stocks 99.5%
International Stocks 0.55%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash -0.05%
Other 0.0%

PFM Sector Breakdown

Sector Percentage
Consumer Defensive 22.64%
Industrials 14.73%
Energy 11.64%
Health Care 11.61%
Technology 10.0%
Consumer Cyclical 7.76%
Communication Services 5.82%
Utilities 5.6%
Basic Materials 4.27%
Financial Services 4.19%
Real Estate 1.8%

PFM Market Cap Breakdown

Market Cap Percentage
Giant 48.75%
Large 35.64%
Medium 12.83%
Small 1.85%
Micro 0.32%

PFM Region Breakdown

Region Percentage
U.S. 99.5%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
Asia (Emerging) 0.0%

PFM Market Tier Breakdown

Region Percentage
Developed 100.05%
Emerging 0.0%

PFM Country Breakdown

Country Percentage
United States 99.5%
Switzerland 0.55%
Other -0.05%
Expense

PFM - Expenses & Fees

This section compares the cost efficiency of PFM to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
PFM Rank:
PFM 0.55%
Category Low
Category High

Commission Free Trading in PFM

PFM is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 28 other ETFs in the Large Cap Value Equities ETFdb Category that are also eligible for commission free trading:

Performance

PFM - Performance

This section shows how PFM has performed relative to its peer group ETFdb Category.

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1 Week Return
PFM Rank:
PFM 2.53%
Category Low
Category High
4 Week Return
PFM Rank:
PFM -6.90%
Category Low
Category High
13 Week Return
PFM Rank:
PFM -8.64%
Category Low
Category High
26 Week Return
PFM Rank:
PFM -10.07%
Category Low
Category High
Year to Date Return
PFM Rank:
PFM -9.57%
Category Low
Category High
1 Year Return
PFM Rank:
PFM -6.34%
Category Low
Category High
3 Year Return
PFM Rank:
PFM 27.21%
Category Low
Category High
5 Year Return
PFM Rank:
PFM 75.97%
Category Low
Category High
Charts

PFM - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of PFM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

PFM - Valuation

This section shows how the P/E multiple of PFM compares to the peer group ETFdb Category.

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P/E Ratio
PFM Rank:
PFM 19.2
Category Low
Category High

As of Sep 01, 2015

Dividend

PFM - Dividend

This section shows how the dividend yield of PFM compares to the peer group ETFdb Category.

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Annual Dividend Yield
PFM Rank:
PFM 2.24%
Category Low
Category High

As of Sep 01, 2015

Technicals

PFM - Technicals

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PFM Volatility Analysis

This section shows how the volatility of PFM compares to the peer group ETFdb Category.

5 Day Volatility
PFM Rank:
PFM 84.58%
Category Low
Category High
20 Day Volatility
PFM Rank:
PFM 24.86%
Category Low
Category High
50 Day Volatility
PFM Rank:
PFM 17.85%
Category Low
Category High
200 Day Volatility
PFM Rank:
PFM 14.30%
Category Low
Category High
Beta
PFM Rank:
PFM 0.88
Category Low
Category High
Standard Deviation
PFM Rank:
PFM 0.49%
Category Low
Category High

PFM Technicals

  • 20 Day MA: $20.39
  • 60 Day MA: $20.78
  • MACD 15 Period: -0.79
  • MACD 100 Period: -1.59
  • Williams % Range 10 Day: 10.52
  • Williams % Range 20 Day: 11.44
  • RSI 10 Day: 34
  • RSI 20 Day: 36
  • RSI 30 Day: 38
  • Ultimate Oscillator: 84

PFM Bollinger Bands

  • Lower Bollinger (10 Day): $16.44
  • Upper Bollinger (10 Day): $22.47
  • Lower Bollinger (20 Day): $17.60
  • Upper Bollinger (20 Day): $22.77
  • Lower Bollinger (30 Day): $18.20
  • Upper Bollinger (30 Day): $22.62

PFM Support & Resistance

  • Support Level 1: $19.28
  • Support Level 2: $19.12
  • Resistance Level 1: $19.58
  • Resistance Level 2: $19.72

PFM Stochastic

  • Stochastic Oscillator %D (1 Day): 64.74
  • Stochastic Oscillator %D (5 Day): 70.07
  • Stochastic Oscillator %K (1 Day): 63.87
  • Stochastic Oscillator %K (5 Day): 74.96
Fact Sheet

PFM - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.