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QBIG vs PFI

Invesco Top QQQ ETF vs Invesco Dorsey Wright Financial Momentum ETF

QBIG

Invesco Top QQQ ETF

Invesco

Annual cost

0.29%

Fund size

$36M

PFI

Invesco Dorsey Wright Financial Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$36M

Key differences

  • QBIG costs 0.31% less per year.
  • QBIG follows a active selection strategy; PFI uses index enhanced.
  • PFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QBIGPFI
Annual cost (TER)0.29%0.60%
Fund size (AUM)$36M$36M
Since20242006
Dividend yield0.00%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+43.5%+9.0%
CAGR 3YN/A+15.4%
CAGR 5YN/A+5.2%
Sharpe 3YN/A0.63
Volatility 1Y19.54%18.81%
Max drawdown-30.33%-43.09%

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

Similar to QBIG and PFI