NYSX vs. PFM

Last updated Aug 2, 2026

NYSX (Global X NYSE 100 ETF) and PFM (Invesco Dividend Achievers™ ETF) are both Large Cap Growth Equities funds - NYSX tracks the NYSE 100 Index while PFM tracks the NASDAQ US Broad Dividend Achievers Index. Both are passively managed. Their 0.34 correlation means their historical movements had little consistent relationship. NYSX charges 0.09%/yr vs 0.53%/yr for PFM.

Performance

NYSX vs. PFM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X NYSE 100 ETF (NYSX) and Invesco Dividend Achievers™ ETF (PFM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

NYSX

• 1D: 1.17%
• 1M: -2.71%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

PFM

• 1D: -0.21%
• 1M: 0.84%
• 6M: 7.70%
• YTD: 10.31%
• 1Y: 19.09%
• 3Y*: 14.88%
• 5Y*: 10.64%
• 10Y*: 11.60%
• ALL TIME*: 8.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
NYSX Global X NYSE 100 ETF	$239.29K	$212.13K	$467.73K
PFM Invesco Dividend Achievers™ ETF	$817.02K	$841.17K	$978.32K

NYSX vs. PFM - Yearly Performance Comparison

	2026 (YTD)
NYSX Global X NYSE 100 ETF	24.51%
PFM Invesco Dividend Achievers™ ETF	10.83%

Correlation

The correlation between NYSX and PFM is 0.34, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 26, 2026	0.34

Return for Risk

NYSX vs. PFM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

NYSX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PFM

PFM Risk / Return Rank: 81
PFM Sharpe Ratio Rank: 83
PFM Sortino Ratio Rank: 85
PFM Omega Ratio Rank: 82
PFM Calmar Ratio Rank: 74
PFM Martin Ratio Rank: 81

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

NYSX vs. PFM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X NYSE 100 ETF (NYSX) 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.

	NYSX	PFM	Difference
Sharpe ratio: Return per unit of total volatility	—	1.92	—
Sortino ratio: Return per unit of downside risk	—	2.81	—
Omega ratio: Gain probability vs. loss probability	—	1.35	—
Calmar ratio: Return relative to maximum drawdown	—	2.57	—
Martin ratio: Return relative to average drawdown	—	10.53	—

Drawdowns

NYSX vs. PFM - Drawdown Comparison

The maximum NYSX drawdown since its inception was -13.45%, smaller than the maximum PFM drawdown of -53.21%. Use the drawdown chart below to compare losses from any high point for NYSX and PFM.

Drawdown Indicators

	NYSX	PFM	Difference
Max Drawdown Largest peak-to-trough decline	-13.45%	-53.21%	+39.76%
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 Drawdown Current decline from peak	-8.69%	-1.00%	-7.69%
Average Drawdown Average peak-to-trough decline	-3.11%	-6.89%	+3.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.73%	—

Volatility

Volatility by Period

	NYSX	PFM	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.60%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.11%	—
Volatility (1Y) Calculated over the trailing 1-year period	27.48%	9.52%	+17.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.48%	13.47%	+14.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.48%	15.18%	+12.30%

NYSX vs. PFM - Expense Ratio Comparison

NYSX has a 0.09% expense ratio, which is lower than PFM's 0.53% expense ratio.

Dividends

NYSX vs. PFM - Dividend Comparison

NYSX's dividend yield for the trailing twelve months is around 0.05%, less than PFM's 1.32% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NYSX Global X NYSE 100 ETF	0.05%	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	1.32%	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

Can I hold both NYSX and PFM in my portfolio?

NYSX and PFM have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, NYSX or PFM?

On fees, NYSX is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, NYSX or PFM?

NYSX is cheaper with a 0.09% expense ratio, compared with 0.53% for PFM.

Which ETF pays a higher dividend yield, NYSX or PFM?

PFM has the higher dividend yield at 1.32%, compared with 0.05% for NYSX.

What is the main difference between NYSX and PFM?

NYSX tracks NYSE 100 Index, while PFM tracks NASDAQ US Broad Dividend Achievers Index. They also come from different issuers: Global X and Invesco. Their fees differ too: 0.09% for NYSX and 0.53% for PFM.