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PFI vs DWAS
Invesco Dorsey Wright Financial Momentum ETF vs Invesco DWA SmallCap Momentum ETF
Key differences
- DWAS is significantly larger than PFI — larger funds tend to be more liquid and less likely to close.
- PFI follows a index enhanced strategy; DWAS uses index tracking.
- PFI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFI | DWAS | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.60% |
| Fund size (AUM) | $36M | $410M |
| Since | 2006 | 2012 |
| Dividend yield | 0.71% | 0.01% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +8.5% | +41.0% |
| CAGR 3Y | +15.6% | +16.4% |
| CAGR 5Y | +4.6% | +6.8% |
| Sharpe 3Y | 0.64 | 0.60 |
| Volatility 1Y | 18.77% | 22.74% |
| Max drawdown | -43.09% | -46.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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