Compare PFI and XLF | ETF Tracker

PFI and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.1

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 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PFI

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

PFIMeasureXLF

+3.6%Year to dateJan 1 → Nov 4+9.4%

+5.8%1 yearTotal return+15.3%

+16.6%3 years · per year$10,000 became $15,837 · $19,384+24.7%

+2.5%5 years · per year$10,000 became $11,332 · $16,157+10.1%

0.78%Expense ratio$78 · $8 a year on $10k · lower is better0.08%

1.20%Trailing 12-mo yield$120 · $140 a year on $10k1.40%

−13.9%Worst dropSmaller is better−14.8%

18.7%VolatilityLower is calmer15.0%

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

1–7XLF 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 XLF: Top 5 Holdings

Today

PFI

22.2%in top 5

XLF

in top 543.4%

PFIStockXLF

not top 5BRK-B12.9%

6.0%JPM11.2%

not top 5V8.9%

not top 5MA6.5%

4.7%IBKRnot top 5

4.5%MSnot top 5

not top 5BAC4.0%

3.6%WELLnot top 5

3.5%ASSTnot top 5

Held in common18.0%

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

PFI vs XLF Returns, Every Period

5Y

InvescoPFI

+2.5%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

PFIXLFFaded: behind in that period

0–4XLF wins

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

PFI vs XLF

YTD

InvescoPFI

+3.6%

XLFSPDR

+9.4%

+3.6%Year to date+9.4%

−13.9%Worst drop · 1Y−14.8%

18.7%Volatility · 1Y15.0%

1.2%Yield1.4%

$48.6MAssets$54.2B

3–1XLF wins

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

Cost, Income and Risk

Fees: PFI, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PFI0.78%$78

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

Yields: PFI, XLF

1Y

1.40%highest, XLF

FundTrailing yieldYield$10k

XLF1.40%$140

PFI1.20%$120

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

Income After Fees on $10,000

1Y

$132most kept, XLF

XLF$140 − $8 = $132

PFI$120 − $78 = $42

KeptFee

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

Overlap: PFI, XLF

Today

18.0%most shared, PFI and XLF

PFIXLF

PFI—18.0%

XLF18.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+15.3%XLF, at 15.0% volatility

XLFWorst drop−14.8%15.0% 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

XLFPFI

+9.4%Year to date+3.6%

1.4%Yield1.2%

+15.3%Past year+5.8%

0.08%Fee0.78%

4–0XLF 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