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PTF vs PFI
Invesco Dorsey Wright Technology Momentum ETF vs Invesco Dorsey Wright Financial Momentum ETF
Key differences
- PTF is significantly larger than PFI — larger funds tend to be more liquid and less likely to close.
- PTF follows a index tracking strategy; PFI uses index enhanced.
- Over the last 3 years, PTF has delivered higher annualized returns.
Side-by-side comparison
| PTF | PFI | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.60% |
| Fund size (AUM) | $583M | $36M |
| Since | 2006 | 2006 |
| Dividend yield | 0.01% | 0.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +95.1% | +8.5% |
| CAGR 3Y | +43.1% | +15.6% |
| CAGR 5Y | +24.0% | +4.6% |
| Sharpe 3Y | 1.09 | 0.64 |
| Volatility 1Y | 37.91% | 18.77% |
| Max drawdown | -44.88% | -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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