Compare PFI and SPY | ETF Tracker

PFI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.1

Invesco Dorsey Wright Financial Momentum ETFSectors · Financials0.78%1.24%+0.2%+2.0%+14.7%+1.3%−13.9%19.1%$50M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: PFI 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Dorsey Wright Financial Momentum ETF · $50M$10,671

PFI

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

PFIMeasureSPY

+0.2%Year to dateJan 1 → Nov 6+8.7%

+2.0%1 yearTotal return+9.7%

+14.7%3 years · per year$10,000 became $15,075 · $18,039+21.7%

+1.3%5 years · per year$10,000 became $10,671 · $17,118+11.3%

0.78%Expense ratio$78 · $9 a year on $10k · lower is better0.09%

1.24%Trailing 12-mo yield$124 · $103 a year on $10k1.03%

−13.9%Worst dropSmaller is better−8.9%

19.1%VolatilityLower is calmer13.6%

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

1–7SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFI vs SPY: Top 5 Holdings

Today

PFI

22.2%in top 5

SPY

in top 527.8%

PFIStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

6.0%JPMnot top 5

4.5%IBKRnot top 5

4.4%MSnot top 5

not top 5AMZN4.0%

3.7%WELLnot top 5

3.5%ASSTnot top 5

not top 5GOOGL2.6%

Held in common3.4%

End-of-day Nov 6, 2026 · share of each fund

PFI vs SPY Returns, Every Period

5Y

InvescoPFI

+1.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PFISPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: PFI vs SPY

YTD

InvescoPFI

+0.2%

SPYSPDR

+8.7%

+0.2%Year to date+8.7%

−13.9%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y13.6%

1.2%Yield1.0%

$49.8MAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PFI0.78%$78

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFI, SPY

1Y

1.24%highest, PFI

FundTrailing yieldYield$10k

PFI1.24%$124

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$94most kept, SPY

SPY$103 − $9 = $94

PFI$124 − $78 = $46

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFI, SPY

Today

3.4%most shared, PFI and SPY

PFISPY

PFI—3.4%

SPY3.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

PFIWorst drop−13.9%19.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFISPY

+0.2%Year to date+8.7%

1.2%Yield1.0%

+2.0%Past year+9.7%

0.78%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026