IBIL vs PFI
Comparison between ISHARES IBONDS OCT 2035 TERM TIPS ETF (IBIL, ETF) and INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF (PFI, ETF).
IBIL vs PFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIL
$36M
PFI
$36M
Expense Ratio
Winner
IBIL
0.10%
PFI
0.60%
Max Drawdown
Winner
IBIL
5.28%
PFI
60.34%
Sharpe Ratio
Winner
IBIL
0.31
PFI
0.26
5Y Beta
Winner
IBIL
0.20
PFI
1.06
P/E Ratio
IBIL
N/A
PFI
19.72
Forward P/E
IBIL
N/A
PFI
15.36
5Y Dividends CAGR
IBIL
N/A
PFI
-9.10%
5Y EPS CAGR
IBIL
N/A
PFI
10.65%
Debt to Equity
IBIL
N/A
PFI
66.57%
P/S Ratio
IBIL
N/A
PFI
1.15
P/B Ratio
IBIL
N/A
PFI
2.10
IBIL vs PFI - Historical Returns
Returns include dividend reinvestment.
1M
IBIL
-0.74%
Winner
PFI
+0.44%
3M
IBIL
-0.26%
Winner
PFI
+7.46%
6M
IBIL
+0.98%
Winner
PFI
+1.72%
1Y
IBIL
+5.64%
Winner
PFI
+7.22%
5Y(CAGR)
IBIL
N/A
PFI
+4.10%
10Y(CAGR)
IBIL
N/A
PFI
+8.55%
Max(CAGR)
IBIL
+4.89%
Winner
PFI
+5.93%
IBIL vs PFI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IBIL | PFI |
|---|---|---|
| 2026 | +1.17% | +0.72% |
| 2025 | +4.75% | +2.39% |
| 2024 | N/A | +32.36% |
| 2023 | N/A | +13.12% |
| 2022 | N/A | -23.08% |
| 2021 | N/A | +30.92% |
| 2020 | N/A | +13.88% |
| 2019 | N/A | +37.80% |
| 2018 | N/A | -16.52% |
| 2017 | N/A | +14.55% |
| 2016 | N/A | +4.92% |
| 2015 | N/A | +1.36% |
| 2014 | N/A | +7.73% |
| 2013 | N/A | +36.13% |
| 2012 | N/A | +17.53% |
| 2011 | N/A | -6.06% |
| 2010 | N/A | +13.22% |
| 2009 | N/A | -5.94% |
| 2008 | N/A | -25.74% |
| 2007 | N/A | -3.16% |
| 2006 | N/A | +3.37% |
IBIL vs PFI Drawdown Comparison
The maximum drawdown for IBIL was -5.28%, occurring on Apr 11, 2025. Recovery took 93 trading sessions.
The maximum drawdown for PFI was -59.54%, occurring on Mar 9, 2009. Recovery took 1538 trading sessions.
The current IBIL drawdown is -1.16%. The current PFI drawdown is -5.89%.
| Rank | IBIL | PFI |
|---|---|---|
| #1 | -5.28% Apr 9, 2025 - Aug 22, 2025 | -59.54% Jun 4, 2007 - Jul 12, 2013 |
| #2 | -2.76% Feb 27, 2026 - May 1, 2026 | -43.07% Feb 19, 2020 - Dec 15, 2020 |
| #3 | -2.50% Oct 29, 2025 - Feb 27, 2026 | -35.42% Nov 3, 2021 - Oct 11, 2024 |
| #4 | -2.00% Apr 3, 2025 - Apr 9, 2025 | -25.67% Jan 23, 2018 - Jun 6, 2019 |
| #5 | -1.58% May 8, 2026 - May 19, 2026 | -24.83% Nov 25, 2024 - Apr 8, 2025 |
| #6 | -1.19% Sep 15, 2025 - Oct 21, 2025 | -18.96% Mar 20, 2015 - Feb 13, 2017 |
| #7 | -0.49% Oct 23, 2025 - Oct 29, 2025 | -9.57% Mar 1, 2017 - Sep 27, 2017 |
| #8 | -0.35% May 1, 2026 - May 8, 2026 | -9.51% Jun 8, 2021 - Aug 6, 2021 |
| #9 | -0.33% Aug 28, 2025 - Sep 3, 2025 | -9.20% Dec 31, 2013 - Jun 27, 2014 |
| #10 | -0.29% Sep 11, 2025 - Sep 15, 2025 | -7.77% Jul 3, 2014 - Oct 30, 2014 |
| #11 | -0.25% Aug 22, 2025 - Aug 26, 2025 | -7.39% Mar 15, 2021 - Apr 28, 2021 |
| #12 | -0.18% Apr 1, 2025 - Apr 3, 2025 | -7.29% Feb 20, 2007 - Apr 24, 2007 |
| #13 | -0.14% Sep 8, 2025 - Sep 11, 2025 | -7.16% Jul 12, 2019 - Dec 20, 2019 |
| #14 | -0.06% Mar 26, 2025 - Mar 28, 2025 | -6.41% Jan 20, 2021 - Feb 4, 2021 |
| #15 | N/A | -5.73% Aug 27, 2021 - Sep 27, 2021 |
Correlation
Correlation between IBIL and PFI is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2006 - 2026)
IBIL vs PFI dividend yield comparison.
| Year | IBIL | PFI |
|---|---|---|
| 2026 | 0.58% | 0.27% |
| 2025 | 2.93% | 0.68% |
| 2024 | 0.00% | 2.77% |
| 2023 | 0.00% | 1.85% |
| 2022 | 0.00% | 1.93% |
| 2021 | 0.00% | 1.28% |
| 2020 | 0.00% | 1.56% |
| 2019 | 0.00% | 0.92% |
| 2018 | 0.00% | 1.98% |
| 2017 | 0.00% | 0.35% |
| 2016 | 0.00% | 2.16% |
| 2015 | 0.00% | 1.44% |
| 2014 | 0.00% | 1.10% |
| 2013 | 0.00% | 1.36% |
| 2012 | 0.00% | 1.26% |
| 2011 | 0.00% | 1.08% |
| 2010 | 0.00% | 1.69% |
| 2009 | 0.00% | 1.28% |
| 2008 | 0.00% | 1.28% |
| 2007 | 0.00% | 0.97% |
| 2006 | 0.00% | 0.26% |
Select Stocks to Compare
Popular: IBIL vs SPYPFI vs SPY
More Comparisons
Compare with similar stocks