Skip to content
Beacon
Screener

PFOE vs SPHQ

Pathfinder Focused Opportunities ETF vs Invesco S&P 500 Quality ETF

PFOE

Pathfinder Focused Opportunities ETF

Pathfinder ETFs

Annual cost

0.59%

Fund size

$105M

SPHQ

Invesco S&P 500 Quality ETF

Invesco

Annual cost

0.15%

Fund size

$17.3B

Key differences

  • SPHQ costs 0.44% less per year.
  • SPHQ is significantly larger than PFOE — larger funds tend to be more liquid and less likely to close.
  • PFOE follows a active selection strategy; SPHQ uses index tracking.
  • SPHQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFOESPHQ
Annual cost (TER)0.59%0.15%
Fund size (AUM)$105M$17.3B
Since20252005
Dividend yield1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+23.1%
CAGR 3YN/A+22.6%
CAGR 5YN/A+14.6%
Sharpe 3YN/A1.26
Volatility 1Y12.69%
Max drawdown-18.19%-31.59%

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

Similar to PFOE and SPHQ