PFIInvesco Dorsey Wright Financial Momentum ETF
Grow my money#1777 of 2944 for Grow my money
Tracks the Dorsey Wright Financials Technical Leaders TM Index.
Invesco · Since 2006 (19 years)
Annual Cost
0.60%
#2918 out of 5,332 ETFs
Fund Size
$33M
#3717 out of 5,332 ETFs
Dividend Yield
0.77%
Track Record
19 years
#373 out of 5,332 ETFs
Performance
1 Year
+12.2%
3 Years
+15.6%
5 Years
+4.6%
What's inside
Asset class
Region
Asset allocation
Stocks
99.6%
Cash
0.4%
Sector breakdown
Financial Services
82.4%
Real Estate
17.6%
Top holdings
JPMorgan Chase & CoJPM5.2%
Interactive Brokers Group Inc Class AIBKR4.5%
Lemonade Inc Ordinary SharesLMND4.1%
Nasdaq IncNDAQ3.7%
Morgan StanleyMS3.6%
Raymond James Financial IncRJF3.6%
American Express CoAXP3.5%
The Goldman Sachs Group IncGS3.4%
Welltower IncWELL3.3%
Simon Property Group IncSPG3.1%
Risk profile
Volatility (1Y)
19.0%
Moderate
Max drawdown
-43.1%
Worst peak-to-trough loss
Sharpe (3Y)
0.64
Decent risk-adjusted returns
Sortino (3Y)
0.90
Moderate downside risk
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Data updated on 2026-05-05