Compare · 2 funds side by side · dividends reinvested

PFI and KBWB

PFIInvesco×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,091KBWB · best of the two

02 / 04

PFI and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.3

Invesco Dorsey Wright Financial Momentum ETFSectors · Financials0.78%1.22%+1.4%+3.9%+16.1%+1.6%−13.9%18.6%$49M1.8

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 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PFI

KBWB

Invesco KBW Bank ETF · $6.8B$14,091

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

PFIMeasureKBWB

+1.4%Year to dateJan 1 → Nov 3+7.5%

+3.9%1 yearTotal return+18.3%

+16.1%3 years · per year$10,000 became $15,655 · $26,186+37.8%

+1.6%5 years · per year$10,000 became $10,829 · $14,091+7.1%

0.78%Expense ratio$78 · $35 a year on $10k · lower is better0.35%

1.22%Trailing 12-mo yield$122 · $210 a year on $10k2.10%

−13.9%Worst dropSmaller is better−16.4%

18.6%VolatilityLower is calmer20.0%

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

2–6KBWB 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 KBWB: Top 5 Holdings

Today

PFI

22.1%in top 5

KBWB

in top 538.2%

PFIStockKBWB

not top 5WFC8.4%

6.0%JPM8.1%

not top 5GS7.4%

4.5%MS7.4%

not top 5BAC6.8%

4.6%IBKRnot top 5

3.6%WELLnot top 5

3.5%ASSTnot top 5

Held in common25.5%

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

PFI vs KBWB Returns, Every Period

InvescoPFI

+1.6%

5 years, per year

KBWBInvesco

+7.1%

5 years, per year

PFIKBWBFaded: behind in that period

0–4KBWB wins

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

PFI vs KBWB

YTD

InvescoPFI

+1.4%

KBWBInvesco

+7.5%

+1.4%Year to date+7.5%

−13.9%Worst drop · 1Y−16.4%

18.6%Volatility · 1Y20.0%

1.2%Yield2.1%

$48.6MAssets$6.8B

2–2level

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

Cost, Income and Risk

Fees: PFI, KBWB

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

PFI0.78%$78

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

Yields: PFI, KBWB

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

PFI1.22%$122

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

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

PFI$122 − $78 = $44

KeptFee

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

Overlap: PFI, KBWB

Today

25.5%most shared, PFI and KBWB

PFIKBWB

PFI—25.5%

KBWB25.5%—

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

Return vs Bumpiness: 2 ETFs

+18.3%KBWB, at 20.0% volatility

PFIWorst drop−13.9%18.6% vol

KBWBWorst drop−16.4%20.0% vol

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

Paid More vs Made More

YTD

KBWBPFI

+7.5%Year to date+1.4%

2.1%Yield1.2%

+18.3%Past year+3.9%

0.35%Fee0.78%

4–0KBWB 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