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IWXvsPFMETF Comparison

ETF 1

IWX

iShares Russell Top 200 Value ETF

This fund is part of

US Large Cap Value

-0.6%

Full IWX fund page

VS

ETF 2

PFM

Invesco Dividend Achievers ETF

This fund is part of

US High Dividend

-0.11%

Full PFM fund page

iShares Russell Top 200 Value ETF (IWX) belongs to the US Large Cap Value segment. Invesco Dividend Achievers ETF (PFM) is part of the US High Dividend segment. IWX's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, PFM's top sector exposures are Technology, Finance and Healthcare. IWX is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.52% for PFM. IWX is up 25.14% year-to-date (YTD) with -$424M in YTD flows. PFM performs worse with 14.65% YTD performance, and -$36M in YTD flows. Run a side-by-side ETF comparison of IWX and PFM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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IWX vs PFM performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IWX PFM	+3.82%+6.46%	+4.25%+3.73%	+25.14%+14.65%	+30.21%+16.24%	+90.64%+71.63%	+81.32%+66.46%
Flows	IWX PFM	-$25M-$5M	-$204M-$4M	-$424M-$36M	+$108M-$24M	+$640M-$102M	+$1.18B-$182M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IWX PFM	+8.27%+8.31%	+10.71%+9.43%	+12.16%+11.71%	+13.85%+13.42%
Max drawdown	IWX PFM	-3.56%-5.17%	-6.62%-7.08%	-13.33%-14.65%	-18.26%-17.94%
Max drawdown duration	IWX PFM	46d76d	67d77d	128d128d	555d561d

Trading data

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	IWX	PFM
Last sale 10/30/2026 at 1:30 PM	$113.64	$58.39
Previous close 10/29/2026	$114.68	$58.65
Consolidated volume 10/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of October 30, 2026

1-year trailing difference

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	IWX	PFM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/30/2026 at 1:30 PM

Live

Closed

	IWX	PFM
Last price	$113.64	$58.39
1D performance	-0.91%	-0.44%
AuM	$3.88 B	$814.76 M
E/R	0.2%	0.52%

Characteristics

	IWX	PFM
Management strategy	Passive	Passive
Provider	iShares	Invesco
Benchmark	Russell Top 200 Value Index	NASDAQ US Broad Dividend Achievers Index
N° of holdings	153	428
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	September 22, 2009	September 15, 2005
ESG	No	No

More IWX data on Trackinsight

More PFM data on Trackinsight

Exposure

Countries

IWX

USA

96.77%

Other

3.23%

PFM

USA

96.36%

Other

3.64%

Sectors

IWX

Technology

25.37%

Finance

19.86%

Consumer Non-Cycl.

16.87%

Healthcare

13.44%

Industrials

7.34%

Other

17.12%

PFM

Technology

24.03%

Finance

20.08%

Healthcare

17.45%

Consumer Non-Cycl.

11.23%

Industrials

9.31%

Other

17.89%

Diversification

IWX

Total weight of top 15 holdings out of 15

47.82%

PFM

Total weight of top 15 holdings out of 15

39.54%

Top 15 holdings

Data as of September 30, 2026

IWX

Amazon.com, Inc.

8.36%

Apple, Inc.

8.33%

Microsoft Corp.

7.19%

Berkshire Hathaway, Inc.

3.50%

JPMorgan Chase & Co.

3.34%

ExxonMobil Holdings Corp.

2.53%

Johnson & Johnson

2.41%

Intel Corp.

2.07%

AbbVie, Inc.

1.61%

Cisco Systems, Inc.

1.60%

Walmart, Inc.

1.57%

Chevron Corp.

1.43%

Merck & Co., Inc.

1.36%

Procter & Gamble Co.

1.28%

UnitedHealth Group, Inc.

1.25%

PFM

Apple, Inc.

4.39%

Microsoft Corp.

4.12%

Eli Lilly & Co.

4.08%

Broadcom Inc.

3.88%

JPMorgan Chase & Co.

3.28%

Walmart, Inc.

3.16%

ExxonMobil Holdings Corp.

2.45%

Johnson & Johnson

2.40%

Visa, Inc.

2.29%

Mastercard, Inc.

1.81%

AbbVie, Inc.

1.72%

Cisco Systems, Inc.

1.54%

Costco Wholesale Corp.

1.50%

Chevron Corp.

1.49%

Lam Research Corp.

1.44%

Frequently asked questions about IWX and PFM

How have the IWX and PFM ETFs performed in 2026?

As of October 30, 2026, IWX is up 25.14% year-to-date (YTD), while PFM has returned 14.65%. That puts IWX better performer ahead so far this year.

Which ETF is attracting more investor money: IWX or PFM?

Year-to-date, the IWX ETF saw -$424M in flows, compared to -$36M for PFM.

Which ETF is more volatile: IWX or PFM?

Over the past year, IWX had a volatility of 10.71%, while PFM experienced 9.43%.

Which ETF is bigger: IWX or PFM?

As of October 30, 2026, IWX holds $3.88 B in assets under management (AUM), while PFM manages $814.76 M.

What sectors do the IWX and PFM ETFs invest in?

IWX leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, PFM focuses on Technology, Finance and Healthcare.

What are the top holdings of the IWX ETF and PFM ETF?

IWX top holdings include Amazon.com, Inc., Apple, Inc. and Microsoft Corp.. PFM holds in its top three: Apple, Inc., Microsoft Corp. and Eli Lilly & Co..

Which ETF is more diversified: IWX or PFM?

IWX holds 153 securities with 47.82% of its assets in the top 15. PFM has 428 securities and a top 15 weight of 39.54%.

Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?

October 20, 2023

PFM

IWXvsPFMETF Comparison

iShares Russell Top 200 Value ETF

Invesco Dividend Achievers ETF

IWX vs PFM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IWX and PFM ETFs performed in 2026?

As of October 30, 2026, IWX is up 25.14% year-to-date (YTD), while PFM has returned 14.65%. That puts IWX better performer ahead so far this year.

Which ETF is attracting more investor money: IWX or PFM?

Year-to-date, the IWX ETF saw -$424M in flows, compared to -$36M for PFM.

Which ETF is more volatile: IWX or PFM?

Over the past year, IWX had a volatility of 10.71%, while PFM experienced 9.43%.

Which ETF is bigger: IWX or PFM?

As of October 30, 2026, IWX holds $3.88 B in assets under management (AUM), while PFM manages $814.76 M.

What sectors do the IWX and PFM ETFs invest in?

IWX leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, PFM focuses on Technology, Finance and Healthcare.

What are the top holdings of the IWX ETF and PFM ETF?

IWX top holdings include Amazon.com, Inc., Apple, Inc. and Microsoft Corp.. PFM holds in its top three: Apple, Inc., Microsoft Corp. and Eli Lilly & Co..

Which ETF is more diversified: IWX or PFM?

IWX holds 153 securities with 47.82% of its assets in the top 15. PFM has 428 securities and a top 15 weight of 39.54%.

Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?

ETFs’ Next Act: From Access to Selection