PFI vs VOO

APFI

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · PFI $10,813

Lowest cost0.03%VOO · $3 on $10k

Most income1.21%PFI · $121 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common3.2%PFI and VOO

PFI

VOO

Invesco Dorsey Wright Financial Momentum ETF · $48MVanguard S&P 500 ETF · $1.00T

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

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

0.78%Expense ratio$78 · $3 on $10k · lower wins0.03%

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

−13.9%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins13.7%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFI · VOO

6.0%JPM1.3%

4.4%MS0.3%

2.8%C0.3%

3.7%WELL0.3%

Held in common3.2%

End-of-day Nov 9, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	APFI	Invesco Dorsey Wright Financial Momentum ETFRead Desk		0.78%	1.21%	+2.4%	+2.6%	+6.5%	+14.8%	+1.6%	−13.9%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	APFI	Invesco Dorsey Wright Financial Momentum ETFRead Desk		0.78%	1.21%	+2.4%	+2.6%	+6.5%	+14.8%	+1.6%	−13.9%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFI vs VOO

PFI

Invesco Dorsey Wright Financial Momentum

$10,813

VOO

Vanguard S&P 500

$17,543

MeasurePFIVOO

Fee0.78%0.03%

Cost on $10k a year$78$3

Yield1.21%1.07%

5 years, per year+1.6%+11.9%

3 years, per year+14.8%+22.0%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y19.1%13.7%

5–1measures won
VOO first

3.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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