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PFM vs. MEME
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFM vs. MEME - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Dividend Achievers™ ETF (PFM) and Roundhill Meme Stock ETF (MEME). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PFM achieves a 8.18% return, which is significantly lower than MEME's 79.03% return.


PFM

1D
-0.23%
1M
3.40%
YTD
8.18%
6M
7.73%
1Y
19.65%
3Y*
16.31%
5Y*
10.63%
10Y*
11.82%

MEME

1D
-5.29%
1M
25.28%
YTD
79.03%
6M
68.18%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFM vs. MEME - Yearly Performance Comparison


2026 (YTD)2025
PFM
Invesco Dividend Achievers™ ETF
8.18%1.10%
MEME
Roundhill Meme Stock ETF
79.03%-36.83%

Correlation

The correlation between PFM and MEME is 0.44, 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 9, 2025

0.44

PFM vs. MEME - Sectors Allocation Comparison


Sectors
PFM
MEME

Technology

24.7%
58.8%

Financial Services

18.5%
5.7%

Healthcare

14.9%
5.4%

Consumer Defensive

12.0%

-

Industrials

11.1%
29.9%

Energy

4.7%
4.8%

Utilities

4.2%
10.7%

Consumer Cyclical

4.0%

-

Basic Materials

3.0%
4.6%

Real Estate

2.0%

-

Communication Services

1.1%
5.5%

Technology

PFM
24.7%
MEME
58.8%

Financial Services

PFM
18.5%
MEME
5.7%

Healthcare

PFM
14.9%
MEME
5.4%

Consumer Defensive

PFM
12.0%
MEME

-

Industrials

PFM
11.1%
MEME
29.9%

Energy

PFM
4.7%
MEME
4.8%

Utilities

PFM
4.2%
MEME
10.7%

Consumer Cyclical

PFM
4.0%
MEME

-

Basic Materials

PFM
3.0%
MEME
4.6%

Real Estate

PFM
2.0%
MEME

-

Communication Services

PFM
1.1%
MEME
5.5%

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Return for Risk

PFM vs. MEME — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFM
PFM Risk / Return Rank: 6262
Overall Rank
PFM Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
PFM Sortino Ratio Rank: 6666
Sortino Ratio Rank
PFM Omega Ratio Rank: 6161
Omega Ratio Rank
PFM Calmar Ratio Rank: 5656
Calmar Ratio Rank
PFM Martin Ratio Rank: 6363
Martin Ratio Rank

MEME
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFM vs. MEME - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Dividend Achievers™ ETF (PFM) and Roundhill Meme Stock ETF (MEME). 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.


PFMMEMEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

2.78

Martin ratioReturn relative to average drawdown

11.28

PFM vs. MEME - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PFMMEMEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.28

+0.24

Drawdowns

PFM vs. MEME - Drawdown Comparison

The maximum PFM drawdown since its inception was -53.21%, which is greater than MEME's maximum drawdown of -48.78%. Use the drawdown chart below to compare losses from any high point for PFM and MEME.


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Drawdown Indicators


PFMMEMEDifference

Max Drawdown

Largest peak-to-trough decline

-53.21%

-48.78%

-4.43%

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

-0.23%

-5.93%

+5.70%

Average Drawdown

Average peak-to-trough decline

-6.94%

-29.90%

+22.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.75%

Volatility

PFM vs. MEME - Volatility Comparison


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Volatility by Period


PFMMEMEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.04%

Volatility (6M)

Calculated over the trailing 6-month period

7.13%

Volatility (1Y)

Calculated over the trailing 1-year period

9.47%

74.19%

-64.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.54%

74.19%

-60.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.21%

74.19%

-58.98%

PFM vs. MEME - Expense Ratio Comparison

PFM has a 0.53% expense ratio, which is lower than MEME's 0.69% expense ratio.


Dividends

PFM vs. MEME - Dividend Comparison

PFM's dividend yield for the trailing twelve months is around 1.33%, while MEME has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
MEME
Roundhill Meme Stock 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
1.33%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


PFM and MEME have a correlation of 0.44, 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 0.69% for MEME.

PFM has the higher dividend yield at 1.33%, compared with 0.00% for MEME.

They also come from different issuers: Invesco and Roundhill. Their fees differ too: 0.53% for PFM and 0.69% for MEME.

Portfolio Optimizer

Find the right allocation for PFM and MEME

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