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DWAS vs PFI

Invesco DWA SmallCap Momentum ETF vs Invesco Dorsey Wright Financial Momentum ETF

DWAS

Invesco DWA SmallCap Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$410M

PFI

Invesco Dorsey Wright Financial Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$36M

Key differences

  • DWAS is significantly larger than PFI — larger funds tend to be more liquid and less likely to close.
  • DWAS follows a index tracking strategy; PFI uses index enhanced.
  • PFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DWASPFI
Annual cost (TER)0.60%0.60%
Fund size (AUM)$410M$36M
Since20122006
Dividend yield0.01%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+41.0%+8.5%
CAGR 3Y+16.4%+15.6%
CAGR 5Y+6.8%+4.6%
Sharpe 3Y0.600.64
Volatility 1Y22.74%18.77%
Max drawdown-46.16%-43.09%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DWAS and PFI