IVE
Price
$202.69
Change
-$0.49 (-0.24%)
Updated
Sep 8, 01:03 PM (EDT)
Net Assets
41.03B
PFM
Price
$49.81
Change
+$0.07 (+0.14%)
Updated
Sep 8, 01:05 PM (EDT)
Net Assets
720.87M
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IVE vs PFM

Header iconIVE vs PFM Comparison
Open Charts IVE vs PFMBanner chart's image
iShares S&P 500 Value ETF
Price$202.69
Change-$0.49 (-0.24%)
Volume$315
Net Assets41.03B
Invesco Dividend Achievers™ ETF
Price$49.81
Change+$0.07 (+0.14%)
Volume$100
Net Assets720.87M
IVE vs PFM Comparison Chart in %
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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PFM
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IVE vs. PFM commentary
Sep 08, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVE is a Buy and PFM is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVE has more net assets: 41B vs. PFM (721M). PFM has a higher annual dividend yield than IVE: PFM (9.325) vs IVE (7.311). IVE was incepted earlier than PFM: IVE (25 years) vs PFM (20 years). IVE (0.18) has a lower expense ratio than PFM (0.52). IVE has a higher turnover PFM (7.00) vs PFM (7.00).
IVEPFMIVE / PFM
Gain YTD7.3119.32578%
Net Assets41B721M5,687%
Total Expense Ratio0.180.5235%
Turnover32.007.00457%
Yield1.841.46127%
Fund Existence25 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
IVEPFM
RSI
ODDS (%)
Bearish Trend 4 days ago
81%
N/A
Stochastic
ODDS (%)
Bearish Trend 4 days ago
77%
Bearish Trend 4 days ago
65%
Momentum
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 days ago
87%
MACD
ODDS (%)
Bearish Trend 4 days ago
75%
Bearish Trend 4 days ago
71%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
73%
Bullish Trend 4 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
81%
Advances
ODDS (%)
Bullish Trend 11 days ago
83%
Bullish Trend 4 days ago
79%
Declines
ODDS (%)
Bearish Trend 6 days ago
74%
Bearish Trend 7 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 6 days ago
90%
N/A
Aroon
ODDS (%)
Bullish Trend 4 days ago
79%
Bullish Trend 4 days ago
80%
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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PFM
Daily Signalchanged days ago
Gain/Loss if bought
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IVE and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVE has been closely correlated with PFG. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVE jumps, then PFG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVE
1D Price
Change %
IVE100%
-0.47%
PFG - IVE
85%
Closely correlated
-1.62%
PRU - IVE
83%
Closely correlated
-2.88%
MET - IVE
83%
Closely correlated
-2.74%
PNC - IVE
81%
Closely correlated
-1.43%
DOV - IVE
81%
Closely correlated
-0.34%
More

PFM and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFM has been closely correlated with MCO. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFM jumps, then MCO could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFM
1D Price
Change %
PFM100%
+0.03%
MCO - PFM
82%
Closely correlated
-0.15%
PFG - PFM
81%
Closely correlated
-1.62%
MET - PFM
81%
Closely correlated
-2.74%
TROW - PFM
79%
Closely correlated
-3.01%
DOV - PFM
79%
Closely correlated
-0.34%
More