PFI vs IYF

APFI

BIYF

Measures won0–5IYF wins · of 6 · 5Y

$10,000 · 5Y$16,016IYF · PFI $10,671

Lowest cost0.37%IYF · $37 on $10k

Most income1.47%IYF · $147 on $10k

Smallest drop−13.9%PFI · worst fall in 1Y

Held in common20.8%PFI and IYF

PFI

IYF

Invesco Dorsey Wright Financial Momentum ETF · $48MiShares U.S. Financials ETF · $3.8B

+14.7%3 years · per year$15,075 · $18,869+23.6%

+1.3%5 years · per year$10,671 · $16,016+9.9%

0.78%Expense ratio$78 · $37 on $10k · lower wins0.37%

1.24%12-mo yield$124 · $147 on $10k1.47%

−13.9%Worst dropSmaller wins−13.9%

19.1%VolatilityLower wins15.1%

0–5IYF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFI · IYF

6.0%JPM10.9%

4.4%MS3.2%

2.8%C3.1%

3.3%BNY1.5%

Held in common20.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B
2	APFI	Invesco Dorsey Wright Financial Momentum ETFRead Desk		0.78%	1.24%	+0.3%	+0.2%	+2.0%	+14.7%	+1.3%	−13.9%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B
2	APFI	Invesco Dorsey Wright Financial Momentum ETFRead Desk		0.78%	1.24%	+0.3%	+0.2%	+2.0%	+14.7%	+1.3%	−13.9%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFI vs IYF

PFI

Invesco Dorsey Wright Financial Momentum

$10,671

IYF

iShares U.S. Financials

$16,016

MeasurePFIIYF

Fee0.78%0.37%

Cost on $10k a year$78$37

Yield1.24%1.47%

5 years, per year+1.3%+9.9%

3 years, per year+14.7%+23.6%

Worst drop · 1Y−13.9%−13.9%

Volatility · 1Y19.1%15.1%

5–0measures won
IYF first

20.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PFI, IYF

Today

20.8%most shared, PFI and IYF

PFIIYF

PFI—20.8%

IYF20.8%—

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

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

PFI$124 − $78 = $46

KeptFee

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