Screener
PFI vs XMMO
Invesco Dorsey Wright Financial Momentum ETF vs Invesco S&P MidCap Momentum ETF
Key differences
- XMMO costs 0.25% less per year.
- XMMO is significantly larger than PFI — larger funds tend to be more liquid and less likely to close.
- PFI follows a index enhanced strategy; XMMO uses index tracking.
- Over the last 3 years, XMMO has delivered higher annualized returns.
Side-by-side comparison
| PFI | XMMO | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.35% |
| Fund size (AUM) | $36M | $6.8B |
| Since | 2006 | 2005 |
| Dividend yield | 0.71% | 0.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +8.5% | +35.0% |
| CAGR 3Y | +15.6% | +31.3% |
| CAGR 5Y | +4.6% | +16.0% |
| Sharpe 3Y | 0.64 | 1.26 |
| Volatility 1Y | 18.77% | 18.43% |
| Max drawdown | -43.09% | -36.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PFI and XMMO
Explore further