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PFI vs DDIV
Invesco Dorsey Wright Financial Momentum ETF vs First Trust Dorsey Wright Momentum & Dividend ETF
Key differences
- PFI follows a index enhanced strategy; DDIV uses index tracking.
- 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
| PFI | DDIV | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.60% |
| Fund size (AUM) | $36M | $70M |
| Since | 2006 | 2014 |
| Dividend yield | 0.71% | 1.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +9.0% | +23.1% |
| CAGR 3Y | +15.4% | +20.9% |
| CAGR 5Y | +5.2% | +10.1% |
| Sharpe 3Y | 0.63 | 1.02 |
| Volatility 1Y | 18.81% | 14.36% |
| Max drawdown | -43.09% | -47.55% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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