INRO vs PFI
Comparison between BlackRock U.S. Industry Rotation ETF (INRO, ETF) and INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF (PFI, ETF).
INRO vs PFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INRO
$33M
Winner
PFI
$33M
Expense Ratio
Winner
INRO
0.42%
PFI
0.60%
Max Drawdown
Winner
INRO
20.14%
PFI
60.34%
Sharpe Ratio
Winner
INRO
1.66
PFI
0.42
5Y Beta
Winner
INRO
1.03
PFI
1.05
P/E Ratio
INRO
30.90
Winner
PFI
15.47
Forward P/E
INRO
22.92
Winner
PFI
15.60
5Y Dividends CAGR
INRO
N/A
PFI
-9.10%
5Y EPS CAGR
Winner
INRO
31.17%
PFI
10.65%
Debt to Equity
Winner
INRO
35.52%
PFI
66.57%
P/S Ratio
INRO
3.71
Winner
PFI
1.23
P/B Ratio
INRO
6.22
Winner
PFI
2.14
INRO vs PFI - Holdings Comparison
INRO and PFI have 13 common holdings. Overlap is 1.90%
INRO's top 25 holdings weight is 52.81%. PFI's top 25 holdings weight is 76.43%.
| Rank | INRO | PFI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.62% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 5.22% |
| #2 | APPLE INC (AAPL) - 7.10% | JPMORGAN CHASE & CO (JPM) - 5.13% |
| #3 | MICROSOFT CORP (MSFT) - 5.34% | MORGAN STANLEY (MS) - 4.81% |
| #4 | AMAZON.COM INC (AMZN) - 4.15% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 4.42% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.53% | LEMONADE INC ORDINARY SHARES (LMND) - 3.94% |
| #6 | BROADCOM INC (AVGO) - 2.73% | THE GOLDMAN SACHS GROUP INC (GS) - 3.67% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.71% | WELLTOWER INC (WELL) - 3.37% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.38% | CBOE GLOBAL MARKETS INC (CBOE) - 3.37% |
| #9 | TESLA INC (TSLA) - 1.87% | STONEX GROUP INC (SNEX) - 3.28% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.74% | SIMON PROPERTY GROUP INC (SPG) - 3.20% |
| #11 | EXXON MOBIL CORP (XOM) - 1.44% | VENTAS INC (VTR) - 3.12% |
| #12 | WALMART INC (WMT) - 1.34% | CITIGROUP INC (C) - 3.08% |
| #13 | VISA INC CLASS A (V) - 1.26% | BANK OF NEW YORK MELLON CORP (BK) - 3.06% |
| #14 | ELI LILLY AND CO (LLY) - 1.21% | INVESCO LTD (IVZ) - 2.80% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.06% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 2.73% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.04% | CITIZENS FINANCIAL GROUP INC (CFG) - 2.53% |
| #17 | MICRON TECHNOLOGY INC (MU) - 1.01% | WISDOMTREE INC (WT) - 2.43% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.88% | FIFTH THIRD BANCORP (FITB) - 2.41% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.86% | KEYCORP (KEY) - 2.39% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.84% | JACKSON FINANCIAL INC (JXN) - 2.16% |
| #21 | MERCK & CO INC (MRK) - 0.36% | OUTFRONT MEDIA INC (OUT) - 2.08% |
| #22 | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.34% | FIRSTCASH HOLDINGS INC (FCFS) - 1.97% |
| #23 | CHUBB LTD (CB) - 0.34% | CME GROUP INC CLASS A (CME) - 1.90% |
| #24 | QUANTA SERVICES INC (PWR) - 0.33% | POPULAR INC (BPOP) - 1.85% |
| #25 | STARBUCKS CORP (SBUX) - 0.33% | STIFEL FINANCIAL CORP (SF) - 1.51% |
| Total Holdings | 501 | 51 |
INRO vs PFI - Historical Returns
Returns include dividend reinvestment.
1M
INRO
+1.48%
Winner
PFI
+3.43%
3M
INRO
+14.46%
Winner
PFI
+16.37%
6M
Winner
INRO
+12.11%
PFI
+3.85%
1Y
Winner
INRO
+28.23%
PFI
+9.79%
5Y(CAGR)
INRO
N/A
PFI
+5.09%
10Y(CAGR)
INRO
N/A
PFI
+9.01%
Max(CAGR)
Winner
INRO
+18.16%
PFI
+6.11%
INRO vs PFI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | INRO | PFI |
|---|---|---|
| 2026 | +11.49% | +4.23% |
| 2025 | +16.86% | +2.39% |
| 2024 | +10.88% | +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% |
INRO vs PFI Drawdown Comparison
The maximum drawdown for INRO was -20.02%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for PFI was -59.54%, occurring on Mar 9, 2009. Recovery took 1538 trading sessions.
The current INRO drawdown is -1.97%. The current PFI drawdown is -2.61%.
| Rank | INRO | PFI |
|---|---|---|
| #1 | -20.02% Feb 19, 2025 - Jun 30, 2025 | -59.54% Jun 4, 2007 - Jul 12, 2013 |
| #2 | -10.52% Jul 10, 2024 - Oct 9, 2024 | -43.07% Feb 19, 2020 - Dec 15, 2020 |
| #3 | -9.36% Jan 28, 2026 - Apr 14, 2026 | -35.42% Nov 3, 2021 - Oct 11, 2024 |
| #4 | -6.91% Mar 28, 2024 - May 15, 2024 | -25.67% Jan 23, 2018 - Jun 6, 2019 |
| #5 | -5.37% Oct 28, 2025 - Dec 23, 2025 | -24.83% Nov 25, 2024 - Apr 8, 2025 |
| #6 | -4.71% Jun 2, 2026 - Jun 10, 2026 | -18.96% Mar 20, 2015 - Feb 13, 2017 |
| #7 | -4.55% Dec 6, 2024 - Jan 23, 2025 | -9.57% Mar 1, 2017 - Sep 27, 2017 |
| #8 | -3.02% Oct 8, 2025 - Oct 24, 2025 | -9.51% Jun 8, 2021 - Aug 6, 2021 |
| #9 | -2.88% Jan 12, 2026 - Jan 27, 2026 | -9.20% Dec 31, 2013 - Jun 27, 2014 |
| #10 | -2.67% May 14, 2026 - May 26, 2026 | -7.77% Jul 3, 2014 - Oct 30, 2014 |
| #11 | -2.58% Oct 18, 2024 - Nov 6, 2024 | -7.39% Mar 15, 2021 - Apr 28, 2021 |
| #12 | -2.27% Nov 11, 2024 - Nov 25, 2024 | -7.29% Feb 20, 2007 - Apr 24, 2007 |
| #13 | -2.16% Jan 23, 2025 - Feb 13, 2025 | -7.16% Jul 12, 2019 - Dec 20, 2019 |
| #14 | -2.13% Jul 25, 2025 - Aug 8, 2025 | -6.41% Jan 20, 2021 - Feb 4, 2021 |
| #15 | -1.66% Aug 14, 2025 - Aug 26, 2025 | -5.73% Aug 27, 2021 - Sep 27, 2021 |
Correlation
Correlation between INRO and PFI is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2006 - 2026)
INRO vs PFI dividend yield comparison.
| Year | INRO | PFI |
|---|---|---|
| 2026 | 0.16% | 0.26% |
| 2025 | 0.68% | 0.68% |
| 2024 | 0.50% | 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% |
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