Screener
FMTM vs PFI
MarketDesk Focused U.S. Momentum ETF vs Invesco Dorsey Wright Financial Momentum ETF
Key differences
Both FMTM and PFI are equity ETFs. FMTM charges 0.45% a year and PFI 0.60%. The main difference: FMTM follows a active selection strategy; PFI uses index enhanced.
- FMTM follows a active selection strategy; PFI uses index enhanced.
- FMTM costs 0.15% less per year.
- FMTM is much larger than PFI. Larger funds are usually more liquid and less likely to close.
- PFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMTM | PFI | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.60% |
| Fund size (AUM) | $162M | $33M |
| Since | 2025 | 2006 |
| Dividend yield | 0.23% | 0.70% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +57.8% | +6.8% |
| CAGR 3Y | N/A | +16.0% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | N/A | 0.65 |
| Volatility 1Y | 23.35% | 18.87% |
| Max drawdown | -12.12% | -43.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.