PFM vs. CCOR
Compare and contrast key facts about Invesco Dividend Achievers™ ETF (PFM) and Core Alternative ETF (CCOR).
PFM and CCOR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFM is a passively managed fund by Invesco that tracks the performance of the NASDAQ US Broad Dividend Achievers Index. It was launched on Sep 15, 2005. CCOR is an actively managed fund by Core Alternative Capital. It was launched on May 24, 2017.
Performance
PFM vs. CCOR - Performance Comparison
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PFM vs. CCOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFM Invesco Dividend Achievers™ ETF | -0.42% | 14.00% | 16.87% | 11.40% | -6.22% | 23.08% | 9.53% | 26.88% | -4.58% | 11.72% |
CCOR Core Alternative ETF | -0.34% | 3.52% | -5.70% | -11.92% | 2.51% | 9.90% | 4.07% | 6.03% | 4.64% | 3.68% |
Returns By Period
In the year-to-date period, PFM achieves a -0.42% return, which is significantly lower than CCOR's -0.34% return.
PFM
- 1D
- 1.94%
- 1M
- -4.89%
- YTD
- -0.42%
- 6M
- 1.44%
- 1Y
- 13.27%
- 3Y*
- 13.63%
- 5Y*
- 9.94%
- 10Y*
- 11.05%
CCOR
- 1D
- 0.65%
- 1M
- -4.07%
- YTD
- -0.34%
- 6M
- 0.35%
- 1Y
- -1.48%
- 3Y*
- -3.32%
- 5Y*
- -0.93%
- 10Y*
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PFM vs. CCOR - Expense Ratio Comparison
PFM has a 0.53% expense ratio, which is lower than CCOR's 1.09% expense ratio.
Return for Risk
PFM vs. CCOR — Risk / Return Rank
PFM
CCOR
PFM vs. CCOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dividend Achievers™ ETF (PFM) and Core Alternative ETF (CCOR). 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.
| PFM | CCOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | -0.14 | +1.05 |
Sortino ratioReturn per unit of downside risk | 1.38 | -0.14 | +1.52 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.98 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | -0.19 | +1.54 |
Martin ratioReturn relative to average drawdown | 6.36 | -0.35 | +6.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFM | CCOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | -0.14 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | -0.08 | +0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.15 | +0.35 |
Correlation
The correlation between PFM and CCOR is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PFM vs. CCOR - Dividend Comparison
PFM's dividend yield for the trailing twelve months is around 1.45%, more than CCOR's 1.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFM Invesco Dividend Achievers™ ETF | 1.45% | 1.41% | 1.58% | 1.86% | 1.95% | 1.69% | 1.92% | 1.94% | 2.27% | 1.70% | 2.56% | 2.36% |
CCOR Core Alternative ETF | 1.07% | 1.07% | 1.18% | 1.21% | 1.11% | 1.02% | 1.50% | 0.73% | 1.53% | 0.89% | 0.00% | 0.00% |
Drawdowns
PFM vs. CCOR - Drawdown Comparison
The maximum PFM drawdown since its inception was -53.21%, which is greater than CCOR's maximum drawdown of -22.99%. Use the drawdown chart below to compare losses from any high point for PFM and CCOR.
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Drawdown Indicators
| PFM | CCOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.21% | -22.99% | -30.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -9.17% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -17.81% | -22.99% | +5.18% |
Max Drawdown (10Y)Largest decline over 10 years | -32.22% | — | — |
Current DrawdownCurrent decline from peak | -5.29% | -17.23% | +11.94% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -7.07% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 4.95% | -2.67% |
Volatility
PFM vs. CCOR - Volatility Comparison
Invesco Dividend Achievers™ ETF (PFM) has a higher volatility of 3.82% compared to Core Alternative ETF (CCOR) at 2.17%. This indicates that PFM's price experiences larger fluctuations and is considered to be riskier than CCOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFM | CCOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 2.17% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 7.29% | 5.44% | +1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 10.74% | +3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.56% | 11.13% | +2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.21% | 10.81% | +4.40% |