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MTUM vs PFI
iShares MSCI USA Momentum Factor ETF vs Invesco Dorsey Wright Financial Momentum ETF
Key differences
- MTUM costs 0.45% less per year.
- MTUM is significantly larger than PFI — larger funds tend to be more liquid and less likely to close.
- MTUM follows a index tracking strategy; PFI uses index enhanced.
- Over the last 3 years, MTUM has delivered higher annualized returns.
- PFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MTUM | PFI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.60% |
| Fund size (AUM) | $24.2B | $36M |
| Since | 2013 | 2006 |
| Dividend yield | 0.69% | 0.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +35.3% | +8.5% |
| CAGR 3Y | +30.8% | +15.6% |
| CAGR 5Y | +14.5% | +4.6% |
| Sharpe 3Y | 1.26 | 0.64 |
| Volatility 1Y | 18.65% | 18.77% |
| Max drawdown | -34.08% | -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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