PFI vs. KMB
Compare and contrast key facts about Invesco DWA Financial Momentum ETF (PFI) and Kimberly-Clark Corporation (KMB).
PFI is a passively managed fund by Invesco that tracks the performance of the DWA Financial Technical Leaders Index. It was launched on Oct 12, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFI or KMB.
Correlation
The correlation between PFI and KMB is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PFI vs. KMB - Performance Comparison
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Key characteristics
PFI:
0.64
KMB:
0.19
PFI:
1.06
KMB:
0.40
PFI:
1.14
KMB:
1.06
PFI:
0.69
KMB:
0.28
PFI:
2.02
KMB:
0.62
PFI:
8.43%
KMB:
6.66%
PFI:
25.90%
KMB:
19.35%
PFI:
-59.53%
KMB:
-39.69%
PFI:
-11.73%
KMB:
-7.28%
Returns By Period
In the year-to-date period, PFI achieves a -2.64% return, which is significantly lower than KMB's 5.23% return. Over the past 10 years, PFI has outperformed KMB with an annualized return of 7.71%, while KMB has yielded a comparatively lower 5.50% annualized return.
PFI
-2.64%
11.30%
-9.85%
16.47%
14.23%
7.71%
KMB
5.23%
-2.21%
4.40%
3.56%
3.50%
5.50%
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Risk-Adjusted Performance
PFI vs. KMB — Risk-Adjusted Performance Rank
PFI
KMB
PFI vs. KMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Financial Momentum ETF (PFI) and Kimberly-Clark Corporation (KMB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PFI vs. KMB - Dividend Comparison
PFI's dividend yield for the trailing twelve months is around 2.85%, less than KMB's 3.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFI Invesco DWA Financial Momentum ETF | 2.85% | 2.77% | 1.85% | 1.93% | 1.28% | 1.56% | 0.92% | 1.98% | 0.35% | 2.16% | 1.44% | 1.10% |
KMB Kimberly-Clark Corporation | 3.60% | 3.72% | 3.88% | 3.42% | 3.19% | 3.17% | 3.00% | 3.51% | 3.22% | 3.22% | 2.77% | 0.73% |
Drawdowns
PFI vs. KMB - Drawdown Comparison
The maximum PFI drawdown since its inception was -59.53%, which is greater than KMB's maximum drawdown of -39.69%. Use the drawdown chart below to compare losses from any high point for PFI and KMB. For additional features, visit the drawdowns tool.
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Volatility
PFI vs. KMB - Volatility Comparison
The current volatility for Invesco DWA Financial Momentum ETF (PFI) is 6.25%, while Kimberly-Clark Corporation (KMB) has a volatility of 6.89%. This indicates that PFI experiences smaller price fluctuations and is considered to be less risky than KMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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