Invesco Dorsey Wright Financial Momentum ETF (PFI) Alternatives
Invesco Dorsey Wright Financial Momentum ETF (PFI) belongs to the Financials Equities 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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PFI
PFI charges 0.60% annually. Among ETFs in the Financials Equities category, these options have the lowest expense ratios among PFI alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity MSCI Financials Index ETF | 0.08% | Oct 21, 2013 | PFI vs FNCL | |
| Vanguard Financials ETF | 0.10% | Jan 26, 2004 | PFI vs VFH | |
| Gabelli Financial Services Opportunities ETF | 0.10% | May 9, 2022 | PFI vs GABF | |
| Financial Select Sector SPDR Fund | 0.13% | Dec 16, 1998 | PFI vs XLF | |
| Invesco S&P SmallCap Financials ETF | 0.29% | Apr 7, 2010 | PFI vs PSCF |
Best Risk-Adjusted Alternatives to PFI
Among ETFs in the Financials Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Themes Global Systemically Important Banks ETF | 86 | Dec 14, 2023 | PFI vs GSIB | |
| RiverNorth Enhanced Pre-Merger SPAC ETF | 75 | Jul 11, 2022 | PFI vs SPCZ | |
| iShares MSCI Europe Financials ETF | 70 | Jan 20, 2010 | PFI vs EUFN | |
| Invesco KBW Bank ETF | 67 | Nov 1, 2011 | PFI vs KBWB | |
| Invesco Bloomberg Financial Data Providers ETF | 55 | Nov 1, 2011 | PFI vs FDIQ |
Top Performing PFI Alternatives (YTD)
PFI alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Invesco Bloomberg Financial Data Providers ETF | 11.45% | Nov 1, 2011 | PFI vs FDIQ | |
| First Trust NASDAQ ABA Community Bank Index Fund | 3.40% | Jun 29, 2009 | PFI vs QABA | |
| SPDR S&P Regional Banking ETF | 1.11% | Jun 19, 2006 | PFI vs KRE | |
| RiverNorth Enhanced Pre-Merger SPAC ETF | -0.15% | Jul 11, 2022 | PFI vs SPCZ | |
| Invesco S&P SmallCap Financials ETF | -0.43% | Apr 7, 2010 | PFI vs PSCF |
Lowest Volatility Alternatives to PFI
PFI alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | 6.25% | Jul 11, 2022 | PFI vs SPCZ | |
| iShares MSCI Kuwait ETF | 14.87% | Sep 1, 2020 | PFI vs KWT | |
| T. Rowe Price Financials ETF | 15.50% | Jun 11, 2025 | PFI vs TFNS | |
| FT Confluence BDC & Specialty Finance Income ETF | 17.36% | Jun 30, 2025 | PFI vs FBDC | |
| iShares Global Financials ETF | 18.12% | Nov 12, 2001 | PFI vs IXG |
Lowest Drawdown Alternatives to PFI
PFI alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | -3.50% | Jul 11, 2022 | PFI vs SPCZ | |
| iShares MSCI Kuwait ETF | -11.54% | Sep 1, 2020 | PFI vs KWT | |
| iShares U.S. Insurance ETF | -11.58% | May 5, 2006 | PFI vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -11.59% | Dec 2, 2010 | PFI vs KBWP | |
| SPDR S&P Insurance ETF | -12.25% | Nov 8, 2005 | PFI vs KIE |
Other ETFs from Invesco
Most popular Invesco ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | PFI vs QQQ | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | PFI vs SPMO | |
| Invesco NASDAQ 100 ETF | Large Cap Growth Equities | 70 | -5.92% | Oct 13, 2020 | PFI vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500 | 47 | 0.62% | Apr 24, 2003 | PFI vs RSP | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 63 | -7.82% | May 4, 2005 | PFI vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Value Equities | 58 | 0.57% | Dec 6, 2005 | PFI vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 20 | 4.64% | Oct 18, 2012 | PFI vs SPHD | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 93 | 7.17% | Jun 11, 2021 | PFI vs SOXQ | |
| Invesco Aerospace & Defense ETF | Industrials Equities, Aerospace & Defense | 92 | 5.82% | Oct 26, 2005 | PFI vs PPA | |
| Invesco S&P MidCap Momentum ETF | Mid Cap Growth Equities | 80 | 4.93% | Mar 3, 2005 | PFI vs XMMO |
Often Compared With PFI
What investors most often compare with PFI, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Freedom Day Dividend ETF | Actively Managed, Dividend | 47 | 5.04% | May 5, 2021 | PFI vs MBOX | |
| Kimberly-Clark Corporation | 6 | -3.20% | — | PFI vs KMB | ||
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PFI vs VOO | |
| The Coca-Cola Company | 60 | 9.53% | — | PFI vs KO | ||
| SPDR SSGA US Small Cap Low Volatility Index ETF | Volatility Hedged Equity | 47 | 5.10% | Feb 20, 2013 | PFI vs SMLV | |
| Fidelity Growth Company Fund | Large Cap Growth Equities | 61 | -6.86% | — | PFI vs FDGRX | |
| Fidelity NASDAQ Composite Index Fund | Large Cap Growth Equities | 53 | -10.43% | — | PFI vs FNCMX | |
| Invesco DWA SmallCap Momentum ETF | Small Cap Growth Equities | 65 | 1.76% | Jul 19, 2012 | PFI vs DWAS | |
| Fidelity Growth Discovery Fund | Large Cap Growth Equities | 29 | -9.28% | Mar 31, 1998 | PFI vs FDSVX | |
| ProShares Global Listed Private Equity ETF | Financials Equities | 2 | -13.96% | Feb 26, 2013 | PFI vs PEX | |
| iShares U.S. Broker-Dealers & Securities Exchanges... | Financials Equities | 45 | -8.08% | May 1, 2006 | PFI vs IAI | |
| WisdomTree US Value ETF | Large Cap Value Equities | 61 | 2.09% | Feb 23, 2007 | PFI vs WTV |
Compare PFI with Any Fund or Stock
Compare PFI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.