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PFI vs DVOL

Invesco Dorsey Wright Financial Momentum ETF vs First Trust Dorsey Wright Momentum & Low Volatility ETF

PFI

Invesco Dorsey Wright Financial Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$36M

DVOL

First Trust Dorsey Wright Momentum & Low Volatility ETF

First Trust

Annual cost

0.60%

Fund size

$74M

Key differences

  • PFI follows a index enhanced strategy; DVOL uses index tracking.
  • Over the last 3 years, PFI has delivered higher annualized returns.
  • PFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIDVOL
Annual cost (TER)0.60%0.60%
Fund size (AUM)$36M$74M
Since20062018
Dividend yield0.71%0.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+9.0%+4.2%
CAGR 3Y+15.4%+13.2%
CAGR 5Y+5.2%+7.8%
Sharpe 3Y0.630.75
Volatility 1Y18.81%11.75%
Max drawdown-43.09%-38.26%

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

Similar to PFI and DVOL