Compare · 2 funds side by side · dividends reinvested

PFI and VFH

PFIInvesco×VFHVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,079VFH · best of the two

02 / 04

PFI and VFH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Financials ETFSectors · Financials0.09%1.64%+8.8%+14.9%+25.2%+10.0%−14.7%15.1%$12.7B1.1

Invesco Dorsey Wright Financial Momentum ETFSectors · Financials0.78%1.20%+3.6%+5.8%+16.6%+2.5%−13.9%18.7%$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 4, 2026 · returns include dividends · since: PFI 2006 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Financial Momentum ETF · $49M$11,332

PFI

VFH

Vanguard Financials ETF · $12.7B$16,079

$10,000 five years ago, dividends reinvested · they hold 18.6% in common

PFIMeasureVFH

+3.6%Year to dateJan 1 → Nov 4+8.8%

+5.8%1 yearTotal return+14.9%

+16.6%3 years · per year$10,000 became $15,837 · $19,620+25.2%

+2.5%5 years · per year$10,000 became $11,332 · $16,079+10.0%

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

1.20%Trailing 12-mo yield$120 · $164 a year on $10k1.64%

−13.9%Worst dropSmaller is better−14.7%

18.7%VolatilityLower is calmer15.1%

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

1–7VFH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFI vs VFH: Top 5 Holdings

Today

PFI

22.2%in top 5

VFH

in top 535.3%

PFIStockVFH

6.0%JPM10.4%

not top 5BRK-B8.3%

not top 5V7.1%

not top 5MA5.3%

4.7%IBKRnot top 5

4.5%MSnot top 5

not top 5BAC4.2%

3.6%WELLnot top 5

3.5%ASSTnot top 5

Held in common18.6%

End-of-day Nov 4, 2026 · share of each fund

PFI vs VFH Returns, Every Period

InvescoPFI

+2.5%

5 years, per year

VFHVanguard

+10.0%

5 years, per year

PFIVFHFaded: behind in that period

0–4VFH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PFI vs VFH

YTD

InvescoPFI

+3.6%

VFHVanguard

+8.8%

+3.6%Year to date+8.8%

−13.9%Worst drop · 1Y−14.7%

18.7%Volatility · 1Y15.1%

1.2%Yield1.6%

$48.6MAssets$12.7B

3–1VFH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFI, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

PFI0.78%$78

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFI, VFH

1.64%highest, VFH

FundTrailing yieldYield$10k

VFH1.64%$164

PFI1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$155most kept, VFH

VFH$164 − $9 = $155

PFI$120 − $78 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFI, VFH

Today

18.6%most shared, PFI and VFH

PFIVFH

PFI—18.6%

VFH18.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.9%VFH, at 15.1% volatility

VFHWorst drop−14.7%15.1% vol

PFIWorst drop−13.9%18.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VFHPFI

+8.8%Year to date+3.6%

1.6%Yield1.2%

+14.9%Past year+5.8%

0.09%Fee0.78%

4–0VFH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026