Compare · 2 funds side by side · dividends reinvested

PFI and SCHD

PFIInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

PFI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

Invesco Dorsey Wright Financial Momentum ETFSectors · Financials0.78%1.24%−0.1%+2.5%+15.0%+1.2%−13.9%19.1%$49M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: PFI 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Financial Momentum ETF · $49M$10,625

PFI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

PFIMeasureSCHD

−0.1%Year to dateJan 1 → Nov 5+32.3%

+2.5%1 yearTotal return+38.7%

+15.0%3 years · per year$10,000 became $15,216 · $17,414+20.3%

+1.2%5 years · per year$10,000 became $10,625 · $16,375+10.4%

0.78%Expense ratio$78 · $6 a year on $10k · lower is better0.06%

1.24%Trailing 12-mo yield$124 · $298 a year on $10k2.98%

−13.9%Worst dropSmaller is better−6.9%

19.1%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

PFI vs SCHD: Top 5 Holdings

Today

PFI

22.7%in top 5

SCHD

in top 521.7%

PFIStockSCHD

6.1%JPMnot top 5

not top 5TXN4.7%

4.7%IBKRnot top 5

4.5%MSnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.8%ASSTnot top 5

3.6%WELLnot top 5

Held in common1.8%

End-of-day Nov 5, 2026 · share of each fund

PFI vs SCHD Returns, Every Period

InvescoPFI

+1.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PFISCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFI vs SCHD

YTD

InvescoPFI

−0.1%

SCHDSchwab

+32.3%

−0.1%Year to date+32.3%

−13.9%Worst drop · 1Y−6.9%

19.1%Volatility · 1Y11.7%

1.2%Yield3.0%

$48.7MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PFI0.78%$78

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFI, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

PFI1.24%$124

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

PFI$124 − $78 = $46

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFI, SCHD

Today

1.8%most shared, PFI and SCHD

PFISCHD

PFI—1.8%

SCHD1.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

PFIWorst drop−13.9%19.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPFI

+32.3%Year to date−0.1%

3.0%Yield1.2%

+38.7%Past year+2.5%

0.06%Fee0.78%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026