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PFI vs DVLU
Invesco Dorsey Wright Financial Momentum ETF vs First Trust Dorsey Wright Momentum & Value ETF
Key differences
- PFI follows a index enhanced strategy; DVLU uses index tracking.
- Over the last 3 years, DVLU has delivered higher annualized returns.
- PFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFI | DVLU | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.60% |
| Fund size (AUM) | $36M | $44M |
| Since | 2006 | 2018 |
| Dividend yield | 0.71% | 0.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +9.0% | +34.2% |
| CAGR 3Y | +15.4% | +21.0% |
| CAGR 5Y | +5.2% | +11.0% |
| Sharpe 3Y | 0.63 | 0.91 |
| Volatility 1Y | 18.81% | 16.39% |
| Max drawdown | -43.09% | -53.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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