Invesco Dorsey Wright Financial Momentum ETF (PFI) belongs to the Momentum category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PFI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFI
PFI charges 0.60% annually. There are 27 ETFs in the Momentum category with lower expense ratios, going as low as 0.12%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street SPDR S&P 1500 Momentum Tilt ETF | 0.12% | 158.22M | Oct 2012 | PFI vs MMTM | |
| JPMorgan U.S. Momentum Factor ETF | 0.12% | 2.50B | Nov 2017 | PFI vs JMOM | |
| Invesco S&P 500 Momentum ETF | 0.13% | 21.05B | Oct 2015 | PFI vs SPMO | |
| Vanguard U.S. Momentum Factor ETF | 0.13% | 2.00B | Feb 2018 | PFI vs VFMO | |
| SEI QiM U.S. Large Cap Momentum Active ETF | 0.15% | 989.57M | May 2022 | PFI vs SEIM |
Best Risk-Adjusted Alternatives to PFI
PFI has a PortfoliosLab risk / return rank of 35. There are 42 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 95 | 266.04M | Oct 2017 | PFI vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | 94 | 130.46M | Jun 2011 | PFI vs SPVM | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 93 | 1.77B | Oct 2017 | PFI vs USVM | |
| Invesco S&P MidCap Value with Momentum ETF | 92 | 505.02M | Mar 2005 | PFI vs XMVM | |
| Invesco S&P SmallCap Value with Momentum ETF | 91 | 673.30M | Mar 2005 | PFI vs XSVM |
Top Performing PFI Alternatives (YTD)
PFI is at 10.59% YTD. There are 36 ETFs in the Momentum category with higher YTD returns, going as high as 44.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 44.44% | 69.09M | May 2021 | PFI vs QQQA | |
| ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN | 39.46% | 8.12M | Feb 2021 | PFI vs MTUL | |
| Invesco Dorsey Wright Technology Momentum ETF | 32.93% | 596.23M | Oct 2006 | PFI vs PTF | |
| Invesco DWA Energy Momentum ETF | 30.24% | 52.45M | Oct 2006 | PFI vs PXI | |
| Invesco DWA Emerging Markets Momentum ETF | 29.63% | 228.29M | Dec 2007 | PFI vs PIE |
Lowest Volatility Alternatives to PFI
PFI has 18.94% 1-year volatility. There are 24 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 10.77% | 266.04M | Oct 2017 | PFI vs ULVM | |
| Cambria Value and Momentum ETF | 10.97% | 108.69M | Sep 2015 | PFI vs VAMO | |
| Invesco S&P 500 Value with Momentum ETF | 11.35% | 130.46M | Jun 2011 | PFI vs SPVM | |
| First Trust Dorsey Wright Momentum & Low Volatilit... | 11.84% | 73.54M | Sep 2018 | PFI vs DVOL | |
| Symmetry Panoramic Sector Momentum ETF | 12.40% | 43.72M | Sep 2025 | PFI vs SMOM |
Lowest Drawdown Alternatives to PFI
PFI has a 1-year max drawdown of -13.86%. There are 30 ETFs in the Momentum category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cambria Value and Momentum ETF | -5.55% | 108.69M | Sep 2015 | PFI vs VAMO | |
| VictoryShares US Value Momentum ETF | -6.47% | 266.04M | Oct 2017 | PFI vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | -6.57% | 130.46M | Jun 2011 | PFI vs SPVM | |
| SPDR Russell 1000 Momentum Focus ETF | -7.37% | 29.12M | Dec 2015 | PFI vs ONEO | |
| JPMorgan U.S. Momentum Factor ETF | -8.02% | 2.50B | Nov 2017 | PFI vs JMOM |
Other ETFs from Invesco
The 10 most viewed Invesco ETFs shown here include QQQ, QQQM, RSP and span 14 categories. AUM among these funds goes as high as $453B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 58 | 14.23% | 452.80B | Mar 1999 | PFI vs QQQ | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 59 | 14.26% | 97.11B | Oct 2020 | PFI vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 79 | 14.26% | 96.96B | Apr 2003 | PFI vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 88 | 61.64% | 2.58B | Jun 2021 | PFI vs SOXQ | |
| Invesco S&P 500 Quality ETF | Quality Factor, S&P 500, Large Cap Blend Equities | 65 | 14.14% | 19.45B | Dec 2005 | PFI vs SPHQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 45 | 4.68% | 10.56B | May 2005 | PFI vs XLG | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Low Volatility | 55 | 12.76% | 4.04B | Oct 2012 | PFI vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 44 | 13.32% | 7.18B | Mar 2005 | PFI vs XMMO | |
| Invesco S&P International Developed Momentum ETF | Momentum, Foreign Large Cap Equities | 58 | 11.63% | 4.08B | Feb 2012 | PFI vs IDMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 45 | 14.49% | 8.26B | Oct 2005 | PFI vs PPA |
Often Compared With PFI
Investors most often compare PFI with MBOX, VFH, KMB. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PFI with Any Fund or Stock
Compare PFI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFI with funds that move differently
Invesco Dorsey Wright Financial Momentum ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFI.
Explore PFI Diversifiers