Compare · 2 funds side by side · dividends reinvested

PFI and IYF

PFIInvesco×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,929IYF · best of the two

02 / 04

PFI and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.8%+9.6%+25.0%+9.8%−13.9%14.5%$3.8B1.1

Invesco Dorsey Wright Financial Momentum ETFSectors · Financials0.78%1.22%+1.4%+3.9%+16.1%+1.6%−13.9%18.6%$49M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PFI 2006 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Financial Momentum ETF · $49M$10,829

PFI

IYF

iShares U.S. Financials ETF · $3.8B$15,929

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

PFIMeasureIYF

+1.4%Year to dateJan 1 → Nov 3+3.8%

+3.9%1 yearTotal return+9.6%

+16.1%3 years · per year$10,000 became $15,655 · $19,552+25.0%

+1.6%5 years · per year$10,000 became $10,829 · $15,929+9.8%

0.78%Expense ratio$78 · $37 a year on $10k · lower is better0.37%

1.22%Trailing 12-mo yield$122 · $147 a year on $10k1.47%

−13.9%Worst dropSmaller is better−13.9%

18.6%VolatilityLower is calmer14.5%

PFIIYF Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7IYF wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFI vs IYF: Top 5 Holdings

Today

PFI

22.1%in top 5

IYF

in top 534.4%

PFIStockIYF

not top 5BRK-B12.4%

6.0%JPM11.0%

4.6%IBKRnot top 5

4.5%MSnot top 5

not top 5WFC3.7%

not top 5BAC3.7%

not top 5GS3.6%

3.6%WELLnot top 5

3.5%ASSTnot top 5

Held in common21.2%

End-of-day Nov 3, 2026 · share of each fund

PFI vs IYF Returns, Every Period

InvescoPFI

+1.6%

5 years, per year

IYFiShares

+9.8%

5 years, per year

PFIIYFFaded: behind in that period

0–4IYF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PFI vs IYF

YTD

InvescoPFI

+1.4%

IYFiShares

+3.8%

+1.4%Year to date+3.8%

−13.9%Worst drop · 1Y−13.9%

18.6%Volatility · 1Y14.5%

1.2%Yield1.5%

$48.6MAssets$3.8B

3–0IYF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFI, IYF

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

PFI0.78%$78

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFI, IYF

1.47%highest, IYF

FundTrailing yieldYield$10k

IYF1.47%$147

PFI1.22%$122

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

PFI$122 − $78 = $44

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFI, IYF

Today

21.2%most shared, PFI and IYF

PFIIYF

PFI—21.2%

IYF21.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%IYF, at 14.5% volatility

IYFWorst drop−13.9%14.5% vol

PFIWorst drop−13.9%18.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IYFPFI

+3.8%Year to date+1.4%

1.5%Yield1.2%

+9.6%Past year+3.9%

0.37%Fee0.78%

4–0IYF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026