Skip to content
Beacon
Screener

PFI vs PXI

Invesco Dorsey Wright Financial Momentum ETF vs Invesco DWA Energy Momentum ETF

PFI

Invesco Dorsey Wright Financial Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$36M

PXI

Invesco DWA Energy Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$85M

Key differences

  • PFI follows a index enhanced strategy; PXI uses index tracking.
  • Over the last 3 years, PXI has delivered higher annualized returns.

Side-by-side comparison

PFIPXI
Annual cost (TER)0.60%0.60%
Fund size (AUM)$36M$85M
Since20062006
Dividend yield0.71%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+9.0%+42.6%
CAGR 3Y+15.4%+17.8%
CAGR 5Y+5.2%+19.1%
Sharpe 3Y0.630.64
Volatility 1Y18.81%21.47%
Max drawdown-43.09%-79.55%

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

Similar to PFI and PXI