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DDIV vs PFI
First Trust Dorsey Wright Momentum & Dividend ETF vs Invesco Dorsey Wright Financial Momentum ETF
Key differences
- DDIV follows a index tracking strategy; PFI uses index enhanced.
- Over the last 3 years, DDIV has delivered higher annualized returns.
- PFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DDIV | PFI | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.60% |
| Fund size (AUM) | $70M | $36M |
| Since | 2014 | 2006 |
| Dividend yield | 1.58% | 0.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +23.1% | +9.0% |
| CAGR 3Y | +20.9% | +15.4% |
| CAGR 5Y | +10.1% | +5.2% |
| Sharpe 3Y | 1.02 | 0.63 |
| Volatility 1Y | 14.36% | 18.81% |
| Max drawdown | -47.55% | -43.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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