Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 16 2024
0mins
Source: NASDAQ.COM
Invesco Dividend Achievers ETF Overview: The Invesco Dividend Achievers ETF (PFM) is a passively managed fund focused on the Large Cap Value segment of the US equity market, with assets over $697 million and an annual operating expense ratio of 0.53%. It aims to match the performance of the NASDAQ US Broad Dividend Achievers Index, featuring significant holdings in Information Technology, Financials, and Healthcare sectors.
Performance and Comparison: PFM has shown a year-to-date gain of 16.28% and a one-year increase of approximately 23.33%, while maintaining a medium risk profile with a beta of 0.83. Other similar ETFs like Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV) offer lower expense ratios and larger asset bases, making them alternatives for investors seeking dividend-paying stocks.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AAPL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
32 Analyst Rating
19 Buy
11 Hold
2 Sell
Moderate Buy
Current: 261.730
Low
230.00
Averages
299.69
High
350.00
Current: 261.730
Low
230.00
Averages
299.69
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Apple Inc. Looks Forward to 50th Anniversary Celebrations in 2026
- 50th Anniversary Plans: Apple Inc. is set to celebrate its 50th anniversary in 2026, with CEO Tim Cook indicating that the company is reflecting on its past and planning celebrations, which could attract more attention and enhance brand image.
- Historical Reflection and Future Focus: Cook mentioned that Apple is reviewing old photographs and products to commemorate its impact over the past 50 years, and while the company typically focuses on the future, this reflection may inspire new innovations.
- Stock Performance Analysis: Apple stock rose 11.5% in 2025 but underperformed against the S&P 500's 16.6%, with a year-to-date increase of 1.7% in 2026; despite reporting record quarterly results, investors are hoping for a more positive market reaction.
- New Product Expectations: As the 50th anniversary approaches, Apple may introduce new foldable smartphones, and combined with the celebrations, this could attract more consumer attention, further driving sales growth and solidifying market position.
See More
US Stocks Decline Amid Rising AI Concerns
- Market Pressure Intensifies: The S&P 500 index fell by 0.22% and the Nasdaq 100 by 0.23%, reflecting investor concerns about AI technologies potentially disrupting multiple sectors, leading to a depressed market sentiment and extending Thursday's sharp losses.
- Inflation Data Impact: The US January Consumer Price Index rose by 2.4% year-over-year, below the expected 2.5%, marking the smallest increase in seven months, which drove the 10-year Treasury yield down to a 2.25-month low of 4.05%, potentially prompting the Fed to continue cutting rates.
- Earnings Optimism: Over two-thirds of S&P 500 companies have reported earnings, with 76% exceeding expectations, and Q4 earnings growth is projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating resilience in corporate earnings.
- Tech Stocks Underperform: The so-called
See More
China's Smartphone Market Starts 2026 Weakly
- Sales Decline: According to Counterpoint Research, China's smartphone sales fell 23% year-over-year in January 2026, primarily due to last year's high base effect from government subsidies and holiday promotions, which suppressed consumer demand and led to poor overall market performance.
- Huawei's Market Leadership: Despite a 27% year-over-year sales drop, Huawei maintained the top position with a 19% market share, with the Mate 80 emerging as the best-selling model in January; the company mitigated the slowdown by enhancing trade-in prices and offering a 20% official upgrade subsidy.
- Apple's Unique Growth: The base iPhone 17 qualified for government subsidies, driving a 9% month-over-month sales increase, while Apple has kept price cuts modest, allowing room for further adjustments ahead of its next-generation launch, showcasing its unique competitive edge in the market.
- Market Outlook: Counterpoint expects a rebound in February sales as the Lunar New Year approaches, traditionally a peak sales period for smartphones in China, indicating a gradual recovery in market demand.
See More
NASDAQ 100 Pre-Market Activity Overview
- Market Performance: The NASDAQ 100 Pre-Market Indicator rose by 49.27 points to 24,736.88, indicating a positive shift in market sentiment that may attract more investor interest.
- Active Stocks: ProShares UltraPro QQQ (TQQQ) saw a trading volume of 6,654,681 shares at a price of $47.83, representing a 173.31% increase from its 52-week low, reflecting strong investor interest in tech stocks.
- Earnings Forecasts: Apple Inc. (AAPL) has had six upward revisions in its earnings forecast for Q1 FY2026 over the past four weeks, with a consensus EPS forecast of $1.88, indicating optimistic market sentiment regarding its future performance.
- Competitor Dynamics: Alibaba Group (BABA) is currently priced at $151.59, down $7.14 from the previous trading day, and is expected to report earnings on February 19, 2026, with a projected EPS of $1.73, reflecting a 277% increase year-over-year.
See More
Market Declines Amid AI Disruption Concerns
- Market Decline: The Dow Jones Industrial Average fell over 600 points, or 1.34%, while the S&P 500 dropped 1.57%, reflecting investor concerns about the potential disruptions caused by artificial intelligence across various sectors.
- Sector Rotation: As investors rotate out of industries most exposed to AI, office real estate and logistics stocks suffered significant losses, particularly due to fears that new AI tools could reduce the need for office space, causing market jitters.
- Tech Stocks Hit Hard: Cisco's shares plummeted 12%, marking its worst single-day drop since 2022, primarily due to rising memory prices impacting profit margins, while Apple's stock fell 5%, its largest one-day decline since last April, amid reports of delays in its Siri update.
- Economic Data Watch: The Bureau of Labor Statistics is set to release January's consumer price index, with economists forecasting a 2.5% year-over-year increase, which, if met, would bring the inflation gauge back to levels seen in May 2025, drawing significant investor attention.
See More
Market Focus on CPI Report and Trading Strategies
- CPI Report Impact: The January CPI report is set to be released at 8:30 AM EST, with markets assessing whether inflation is cooling enough to justify future rate cuts, which could lead to volatility in bond yields and the US dollar, subsequently affecting equity performance.
- SPY Trading Dynamics: SPY is currently trading around 680.50, and if the data is favorable, it could quickly push to 682.25, with sustained strength potentially challenging 684.00; conversely, a drop below 680.50 may test 678.75, indicating heightened market volatility.
- Tech Stock Reactions: QQQ is near the psychologically significant level of 600.00, and if it breaks above, it could move towards 603.00 and 605.50; however, a decisive break below 600.00 may lead to a decline towards 597.50, with tech stocks being particularly sensitive to rate changes, increasing volatility.
- Individual Stock Expectations: Apple (AAPL) and Microsoft (MSFT) are trading at 261.50 and 401.50 respectively, and if CPI data supports, they may rise to 263.25 and 404.00; otherwise, they could test 259.75 and 398.75, with market sentiment directly influencing individual stock performance.
See More
Apple Inc. Looks Forward to 50th Anniversary Celebrations in 2026
- 50th Anniversary Plans: Apple Inc. is set to celebrate its 50th anniversary in 2026, with CEO Tim Cook indicating that the company is reflecting on its past and planning celebrations, which could attract more attention and enhance brand image.
- Historical Reflection and Future Focus: Cook mentioned that Apple is reviewing old photographs and products to commemorate its impact over the past 50 years, and while the company typically focuses on the future, this reflection may inspire new innovations.
- Stock Performance Analysis: Apple stock rose 11.5% in 2025 but underperformed against the S&P 500's 16.6%, with a year-to-date increase of 1.7% in 2026; despite reporting record quarterly results, investors are hoping for a more positive market reaction.
- New Product Expectations: As the 50th anniversary approaches, Apple may introduce new foldable smartphones, and combined with the celebrations, this could attract more consumer attention, further driving sales growth and solidifying market position.
See More
US Stocks Decline Amid Rising AI Concerns
- Market Pressure Intensifies: The S&P 500 index fell by 0.22% and the Nasdaq 100 by 0.23%, reflecting investor concerns about AI technologies potentially disrupting multiple sectors, leading to a depressed market sentiment and extending Thursday's sharp losses.
- Inflation Data Impact: The US January Consumer Price Index rose by 2.4% year-over-year, below the expected 2.5%, marking the smallest increase in seven months, which drove the 10-year Treasury yield down to a 2.25-month low of 4.05%, potentially prompting the Fed to continue cutting rates.
- Earnings Optimism: Over two-thirds of S&P 500 companies have reported earnings, with 76% exceeding expectations, and Q4 earnings growth is projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating resilience in corporate earnings.
- Tech Stocks Underperform: The so-called
See More
China's Smartphone Market Starts 2026 Weakly
- Sales Decline: According to Counterpoint Research, China's smartphone sales fell 23% year-over-year in January 2026, primarily due to last year's high base effect from government subsidies and holiday promotions, which suppressed consumer demand and led to poor overall market performance.
- Huawei's Market Leadership: Despite a 27% year-over-year sales drop, Huawei maintained the top position with a 19% market share, with the Mate 80 emerging as the best-selling model in January; the company mitigated the slowdown by enhancing trade-in prices and offering a 20% official upgrade subsidy.
- Apple's Unique Growth: The base iPhone 17 qualified for government subsidies, driving a 9% month-over-month sales increase, while Apple has kept price cuts modest, allowing room for further adjustments ahead of its next-generation launch, showcasing its unique competitive edge in the market.
- Market Outlook: Counterpoint expects a rebound in February sales as the Lunar New Year approaches, traditionally a peak sales period for smartphones in China, indicating a gradual recovery in market demand.
See More
NASDAQ 100 Pre-Market Activity Overview
- Market Performance: The NASDAQ 100 Pre-Market Indicator rose by 49.27 points to 24,736.88, indicating a positive shift in market sentiment that may attract more investor interest.
- Active Stocks: ProShares UltraPro QQQ (TQQQ) saw a trading volume of 6,654,681 shares at a price of $47.83, representing a 173.31% increase from its 52-week low, reflecting strong investor interest in tech stocks.
- Earnings Forecasts: Apple Inc. (AAPL) has had six upward revisions in its earnings forecast for Q1 FY2026 over the past four weeks, with a consensus EPS forecast of $1.88, indicating optimistic market sentiment regarding its future performance.
- Competitor Dynamics: Alibaba Group (BABA) is currently priced at $151.59, down $7.14 from the previous trading day, and is expected to report earnings on February 19, 2026, with a projected EPS of $1.73, reflecting a 277% increase year-over-year.
See More
Market Declines Amid AI Disruption Concerns
- Market Decline: The Dow Jones Industrial Average fell over 600 points, or 1.34%, while the S&P 500 dropped 1.57%, reflecting investor concerns about the potential disruptions caused by artificial intelligence across various sectors.
- Sector Rotation: As investors rotate out of industries most exposed to AI, office real estate and logistics stocks suffered significant losses, particularly due to fears that new AI tools could reduce the need for office space, causing market jitters.
- Tech Stocks Hit Hard: Cisco's shares plummeted 12%, marking its worst single-day drop since 2022, primarily due to rising memory prices impacting profit margins, while Apple's stock fell 5%, its largest one-day decline since last April, amid reports of delays in its Siri update.
- Economic Data Watch: The Bureau of Labor Statistics is set to release January's consumer price index, with economists forecasting a 2.5% year-over-year increase, which, if met, would bring the inflation gauge back to levels seen in May 2025, drawing significant investor attention.
See More
Market Focus on CPI Report and Trading Strategies
- CPI Report Impact: The January CPI report is set to be released at 8:30 AM EST, with markets assessing whether inflation is cooling enough to justify future rate cuts, which could lead to volatility in bond yields and the US dollar, subsequently affecting equity performance.
- SPY Trading Dynamics: SPY is currently trading around 680.50, and if the data is favorable, it could quickly push to 682.25, with sustained strength potentially challenging 684.00; conversely, a drop below 680.50 may test 678.75, indicating heightened market volatility.
- Tech Stock Reactions: QQQ is near the psychologically significant level of 600.00, and if it breaks above, it could move towards 603.00 and 605.50; however, a decisive break below 600.00 may lead to a decline towards 597.50, with tech stocks being particularly sensitive to rate changes, increasing volatility.
- Individual Stock Expectations: Apple (AAPL) and Microsoft (MSFT) are trading at 261.50 and 401.50 respectively, and if CPI data supports, they may rise to 263.25 and 404.00; otherwise, they could test 259.75 and 398.75, with market sentiment directly influencing individual stock performance.
See More
