Compare · 2 funds side by side · dividends reinvested

PFI and VOO

PFIInvesco×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,543VOO · best of the two

02 / 04

PFI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.1

Invesco Dorsey Wright Financial Momentum ETFSectors · Financials0.78%1.21%+2.6%+6.5%+14.8%+1.6%−13.9%19.1%$48M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: PFI 2006 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Financial Momentum ETF · $48M$10,813

PFI

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

PFIMeasureVOO

+2.6%Year to dateJan 1 → Nov 9+11.3%

+6.5%1 yearTotal return+13.6%

+14.8%3 years · per year$10,000 became $15,119 · $18,159+22.0%

+1.6%5 years · per year$10,000 became $10,813 · $17,543+11.9%

0.78%Expense ratio$78 · $3 a year on $10k · lower is better0.03%

1.21%Trailing 12-mo yield$121 · $107 a year on $10k1.07%

−13.9%Worst dropSmaller is better−8.9%

19.1%VolatilityLower is calmer13.7%

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

1–7VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFI vs VOO: Top 5 Holdings

Today

PFI

22.4%in top 5

VOO

in top 528.3%

PFIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

6.0%JPMnot top 5

not top 5MSFT5.8%

4.7%IBKRnot top 5

4.4%MSnot top 5

not top 5AMZN3.7%

3.7%WELLnot top 5

3.7%ASSTnot top 5

not top 5GOOGL3.1%

Held in common3.2%

End-of-day Nov 9, 2026 · share of each fund

PFI vs VOO Returns, Every Period

InvescoPFI

+1.6%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

PFIVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: PFI vs VOO

YTD

InvescoPFI

+2.6%

VOOVanguard

+11.3%

+2.6%Year to date+11.3%

−13.9%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y13.7%

1.2%Yield1.1%

$48.1MAssets$1.00T

3–1VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PFI0.78%$78

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PFI, VOO

1.21%highest, PFI

FundTrailing yieldYield$10k

PFI1.21%$121

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

PFI$121 − $78 = $43

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PFI, VOO

Today

3.2%most shared, PFI and VOO

PFIVOO

PFI—3.2%

VOO3.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%VOO, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

PFIWorst drop−13.9%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PFIVOO

+2.6%Year to date+11.3%

1.2%Yield1.1%

+6.5%Past year+13.6%

0.78%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026