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PXI vs PFI

Invesco DWA Energy Momentum ETF vs Invesco Dorsey Wright Financial Momentum ETF

PXI

Invesco DWA Energy Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$85M

PFI

Invesco Dorsey Wright Financial Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$36M

Key differences

  • PXI follows a index tracking strategy; PFI uses index enhanced.
  • Over the last 3 years, PXI has delivered higher annualized returns.

Side-by-side comparison

PXIPFI
Annual cost (TER)0.60%0.60%
Fund size (AUM)$85M$36M
Since20062006
Dividend yield1.25%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+49.6%+8.5%
CAGR 3Y+20.0%+15.6%
CAGR 5Y+19.0%+4.6%
Sharpe 3Y0.710.64
Volatility 1Y21.24%18.77%
Max drawdown-79.55%-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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