PFM:ARCA-PowerShares Dividend Achievers

ETF | Large Value | NYSE Arca

Last Closing Price

USD 26.98

Change

-0.10 (-0.35)%

Market Cap

USD 0.33B

Volume

0.02M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA 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: 2018-01-16 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
IUSV iShares Core S&P U.S. Value ET.. 0.06 %

-0.24 (-0.42%)

USD 3.35B
VONV Vanguard Russell 1000 Value In.. 0.12 %

-0.42 (-0.37%)

USD 1.37B
FTA First Trust Large Cap Value Al.. 0.62 %

-0.44 (-0.78%)

USD 1.11B
RDVY First Trust NASDAQ Rising Divi.. 0.50 %

-0.33 (-1.06%)

USD 0.38B
CDC Compass EMP US EQIncome 100 En.. 0.35 %

-0.13 (-0.28%)

USD 0.03B
FLAG Forensic Accounting ETF 0.85 %

-0.24 (-0.54%)

USD 0.02B

ETFs Containing PFM

PSY:CA PowerShares Global Shareh.. 0.00 % 0.77 %

N/A

CAD 4.06M

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 2.00% 29% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.00% 29% F 47% F
Trailing 12 Months  
Capital Gain 17.51% 71% C- 60% D-
Dividend Return 1.96% 57% F 47% F
Total Return 19.47% 71% C- 60% D-
Trailing 5 Years  
Capital Gain 61.56% 25% F 50% F
Dividend Return 13.86% 50% F 52% F
Total Return 75.42% 25% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 7.47% 29% F 48% F
Dividend Return 9.74% 57% F 50% F
Total Return 2.27% 57% F 59% F
Risk Return Profile  
Volatility (Standard Deviation) 6.88% 100% A+ 93% A
Risk Adjusted Return 141.55% 100% A+ 95% A
Market Capitalization 0.29B 43% F 48% 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.