PFI vs. KO
Compare and contrast key facts about Invesco DWA Financial Momentum ETF (PFI) and The Coca-Cola Company (KO).
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 KO.
Correlation
The correlation between PFI and KO 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. KO - Performance Comparison
Key characteristics
PFI:
1.31
KO:
1.49
PFI:
1.90
KO:
2.25
PFI:
1.24
KO:
1.27
PFI:
1.41
KO:
1.39
PFI:
6.38
KO:
3.11
PFI:
4.18%
KO:
6.96%
PFI:
20.43%
KO:
14.51%
PFI:
-59.53%
KO:
-68.22%
PFI:
-7.22%
KO:
-1.05%
Returns By Period
In the year-to-date period, PFI achieves a 2.33% return, which is significantly lower than KO's 14.38% return. Over the past 10 years, PFI has underperformed KO with an annualized return of 8.25%, while KO has yielded a comparatively higher 8.75% annualized return.
PFI
2.33%
-3.44%
8.14%
25.40%
11.63%
8.25%
KO
14.38%
12.18%
-0.31%
23.27%
8.24%
8.75%
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Risk-Adjusted Performance
PFI vs. KO — Risk-Adjusted Performance Rank
PFI
KO
PFI vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Financial Momentum ETF (PFI) and The Coca-Cola Company (KO). 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.
Dividends
PFI vs. KO - Dividend Comparison
PFI's dividend yield for the trailing twelve months is around 2.71%, which matches KO's 2.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFI Invesco DWA Financial Momentum ETF | 2.71% | 2.77% | 1.85% | 1.93% | 1.28% | 1.56% | 0.92% | 1.98% | 0.35% | 2.16% | 1.44% | 1.10% |
KO The Coca-Cola Company | 2.72% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
PFI vs. KO - Drawdown Comparison
The maximum PFI drawdown since its inception was -59.53%, smaller than the maximum KO drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for PFI and KO. For additional features, visit the drawdowns tool.
Volatility
PFI vs. KO - Volatility Comparison
The current volatility for Invesco DWA Financial Momentum ETF (PFI) is 5.51%, while The Coca-Cola Company (KO) has a volatility of 6.18%. This indicates that PFI experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.