PFI vs VFH

APFI

BVFH

Measures won1–5VFH wins · of 6 · 5Y

$10,000 · 5Y$15,375VFH · PFI $10,671

Lowest cost0.09%VFH · $9 on $10k

Most income1.70%VFH · $170 on $10k

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

Held in common18.7%PFI and VFH

PFI

VFH

Invesco Dorsey Wright Financial Momentum ETF · $50MVanguard Financials ETF · $12.7B

+14.7%3 years · per year$15,075 · $18,635+23.1%

+1.3%5 years · per year$10,671 · $15,375+9.0%

0.78%Expense ratio$78 · $9 on $10k · lower wins0.09%

1.24%12-mo yield$124 · $170 on $10k1.70%

−13.9%Worst dropSmaller wins−14.7%

19.1%VolatilityLower wins15.4%

1–5VFH wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFI · VFH

6.0%JPM10.4%

4.4%MS2.6%

2.8%C2.6%

3.3%BNY1.2%

Held in common18.7%

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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.70%	−0.6%	+5.2%	+10.1%	+23.1%	+9.0%	−14.7%	$12.7B
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%	$50M

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	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.70%	−0.6%	+5.2%	+10.1%	+23.1%	+9.0%	−14.7%	$12.7B
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%	$50M

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 VFH

PFI

Invesco Dorsey Wright Financial Momentum

$10,671

VFH

Vanguard Financials

$15,375

MeasurePFIVFH

Fee0.78%0.09%

Cost on $10k a year$78$9

Yield1.24%1.70%

5 years, per year+1.3%+9.0%

3 years, per year+14.7%+23.1%

Worst drop · 1Y−13.9%−14.7%

Volatility · 1Y19.1%15.4%

5–1measures won
VFH first

18.7%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PFI, VFH

Today

18.7%most shared, PFI and VFH

PFIVFH

PFI—18.7%

VFH18.7%—

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

Income After Fees on $10,000

$161most kept, VFH

VFH$170 − $9 = $161

PFI$124 − $78 = $46

KeptFee

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