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PIZ vs PFI
Invesco Dorsey Wright Developed Markets Momentum ETF vs Invesco Dorsey Wright Financial Momentum ETF
Key differences
- PFI costs 0.20% less per year.
- PIZ is significantly larger than PFI — larger funds tend to be more liquid and less likely to close.
- PIZ follows a active selection strategy; PFI uses index enhanced.
- Over the last 3 years, PIZ has delivered higher annualized returns.
Side-by-side comparison
| PIZ | PFI | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.60% |
| Fund size (AUM) | $775M | $36M |
| Since | 2007 | 2006 |
| Dividend yield | 1.35% | 0.71% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +31.7% | +8.5% |
| CAGR 3Y | +25.6% | +15.6% |
| CAGR 5Y | +11.6% | +4.6% |
| Sharpe 3Y | 1.13 | 0.64 |
| Volatility 1Y | 20.15% | 18.77% |
| Max drawdown | -40.93% | -43.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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