AKRE vs. PFM
AKRE (Akre Focus ETF) and PFM (Invesco Dividend Achievers™ ETF) are both Large Cap Growth Equities funds. AKRE is actively managed, while PFM is passively managed. At a 0.50 correlation, their price movements are largely independent. AKRE charges 0.98%/yr vs 0.53%/yr for PFM.
Performance
AKRE vs. PFM - Performance Comparison
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Returns By Period
In the year-to-date period, AKRE achieves a -15.36% return, which is significantly lower than PFM's 6.61% return.
AKRE
- 1D
- 0.47%
- 1M
- 4.33%
- YTD
- -15.36%
- 6M
- -14.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PFM
- 1D
- -0.76%
- 1M
- 1.37%
- YTD
- 6.61%
- 6M
- 5.95%
- 1Y
- 17.13%
- 3Y*
- 15.55%
- 5Y*
- 10.34%
- 10Y*
- 11.59%
AKRE vs. PFM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AKRE Akre Focus ETF | -15.36% | -3.06% |
PFM Invesco Dividend Achievers™ ETF | 6.61% | 0.74% |
Correlation
The correlation between AKRE and PFM is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 27, 2025 | 0.50 |
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Return for Risk
AKRE vs. PFM — Risk / Return Rank
AKRE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PFM
AKRE vs. PFM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus ETF (AKRE) and Invesco Dividend Achievers™ ETF (PFM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AKRE | PFM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.42 | — |
| Martin ratioReturn relative to average drawdown | — | 9.79 | — |
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Drawdowns
AKRE vs. PFM - Drawdown Comparison
The maximum AKRE drawdown since its inception was -24.18%, smaller than the maximum PFM drawdown of -53.21%. Use the drawdown chart below to compare losses from any high point for AKRE and PFM.
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Drawdown Indicators
| AKRE | PFM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.18% | -53.21% | +29.03% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.09% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.50% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.81% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.22% | — |
Current DrawdownCurrent decline from peak | -18.09% | -1.76% | -16.33% |
Average DrawdownAverage peak-to-trough decline | -13.13% | -6.94% | -6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.75% | — |
Volatility
AKRE vs. PFM - Volatility Comparison
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Volatility by Period
| AKRE | PFM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.35% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.69% | 9.56% | +11.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.69% | 13.55% | +7.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.69% | 15.21% | +5.48% |
AKRE vs. PFM - Expense Ratio Comparison
AKRE has a 0.98% expense ratio, which is higher than PFM's 0.53% expense ratio.
Dividends
AKRE vs. PFM - Dividend Comparison
AKRE has not paid dividends to shareholders, while PFM's dividend yield for the trailing twelve months is around 1.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKRE Akre Focus ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFM Invesco Dividend Achievers™ ETF | 1.35% | 1.41% | 1.58% | 1.86% | 1.95% | 1.69% | 1.92% | 1.94% | 2.27% | 1.70% | 2.56% | 2.36% |
Frequently Asked Questions
AKRE and PFM have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PFM is cheaper at 0.53% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PFM is cheaper with a 0.53% expense ratio, compared with 0.98% for AKRE.
PFM has the higher dividend yield at 1.35%, compared with 0.00% for AKRE.
They also come from different issuers: Akre Capital and Invesco. Their fees differ too: 0.98% for AKRE and 0.53% for PFM.
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