Compare · 2 funds side by side · dividends reinvested

PTF and IYW

PTFInvesco×IYWiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,539IYW · best of the two

02 / 04

PTF and IYW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Technology ETFSectors · Technology0.37%0.10%+20.7%+15.5%+33.0%+17.6%−16.8%25.0%$23.5B1.4

Invesco Dorsey Wright Technology Momentum ETFSectors · Technology0.69%0.00%+26.3%+17.6%+33.8%+12.2%−38.6%54.2%$535M1.6

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: PTF 2006 · IYW 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Technology Momentum ETF · $535M$17,771

PTF

IYW

iShares U.S. Technology ETF · $23.5B$22,539

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

PTFMeasureIYW

+26.3%Year to dateJan 1 → Nov 4+20.7%

+17.6%1 yearTotal return+15.5%

+33.8%3 years · per year$10,000 became $23,934 · $23,512+33.0%

+12.2%5 years · per year$10,000 became $17,771 · $22,539+17.6%

0.69%Expense ratio$69 · $37 a year on $10k · lower is better0.37%

0.00%Trailing 12-mo yield$0 · $10 a year on $10k0.10%

−38.6%Worst dropSmaller is better−16.8%

54.2%VolatilityLower is calmer25.0%

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

3–5IYW wins

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

More Ways to See the Pairs

PTF vs IYW: Top 5 Holdings

Today

PTF

19.0%in top 5

IYW

in top 554.3%

PTFStockIYW

not top 5NVDA17.1%

not top 5AAPL17.0%

not top 5MSFT13.7%

4.3%MUnot top 5

3.8%GTLBnot top 5

3.8%APHnot top 5

3.7%CRWDnot top 5

3.4%FRSHnot top 5

not top 5AVGO3.3%

not top 5META3.2%

Held in common17.0%

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

PTF vs IYW Returns, Every Period

InvescoPTF

+12.2%

5 years, per year

IYWiShares

+17.6%

5 years, per year

PTFIYWFaded: behind in that period

3–1PTF wins

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

PTF vs IYW

YTD

InvescoPTF

+26.3%

IYWiShares

+20.7%

+26.3%Year to date+20.7%

−38.6%Worst drop · 1Y−16.8%

54.2%Volatility · 1Y25.0%

0.0%Yield0.1%

$535MAssets$23.5B

3–1IYW wins

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

Cost, Income and Risk

Fees: PTF, IYW

Today

0.37%lowest, IYW

FundExpense ratioFee$10k

IYW0.37%$37

PTF0.69%$69

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

Yields: PTF, IYW

0.10%highest, IYW

FundTrailing yieldYield$10k

IYW0.10%$10

PTF0.00%$0

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

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

PTF$0 − $69 = −$69

KeptFee

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

Overlap: PTF, IYW

Today

17.0%most shared, PTF and IYW

PTFIYW

PTF—17.0%

IYW17.0%—

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

Return vs Bumpiness: 2 ETFs

+17.6%PTF, at 54.2% volatility

IYWWorst drop−16.8%25.0% vol

PTFWorst drop−38.6%54.2% vol

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

Paid More vs Made More

YTD

IYWPTF

+20.7%Year to date+26.3%

0.1%Yield0.0%

+15.5%Past year+17.6%

0.37%Fee0.69%

2–2level

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