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PFI vs XMVM
Invesco Dorsey Wright Financial Momentum ETF vs Invesco S&P MidCap Value with Momentum ETF
Key differences
- XMVM costs 0.21% less per year.
- XMVM is significantly larger than PFI — larger funds tend to be more liquid and less likely to close.
- PFI follows a index enhanced strategy; XMVM uses index tracking.
- Over the last 3 years, XMVM has delivered higher annualized returns.
Side-by-side comparison
| PFI | XMVM | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.39% |
| Fund size (AUM) | $36M | $455M |
| Since | 2006 | 2005 |
| Dividend yield | 0.71% | 1.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +8.5% | +30.8% |
| CAGR 3Y | +15.6% | +19.9% |
| CAGR 5Y | +4.6% | +9.2% |
| Sharpe 3Y | 0.64 | 0.86 |
| Volatility 1Y | 18.77% | 15.56% |
| Max drawdown | -43.09% | -45.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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