MSTQ vs PFI
Comparison between LHA MARKET STATE TACTICAL Q ETF (MSTQ, ETF) and INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF (PFI, ETF).
MSTQ vs PFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MSTQ
$36M
PFI
$36M
Expense Ratio
MSTQ
1.55%
Winner
PFI
0.60%
Max Drawdown
Winner
MSTQ
31.05%
PFI
60.34%
Sharpe Ratio
Winner
MSTQ
1.34
PFI
0.26
5Y Beta
Winner
MSTQ
0.85
PFI
1.06
P/E Ratio
MSTQ
N/A
PFI
19.72
Forward P/E
MSTQ
N/A
PFI
15.36
5Y Dividends CAGR
MSTQ
N/A
PFI
-9.10%
5Y EPS CAGR
MSTQ
N/A
PFI
10.65%
Debt to Equity
MSTQ
N/A
PFI
66.57%
P/S Ratio
MSTQ
N/A
PFI
1.15
P/B Ratio
MSTQ
N/A
PFI
2.10
MSTQ vs PFI - Holdings Comparison
MSTQ and PFI have 0 common holdings. Overlap is 0.00%
MSTQ's top 25 holdings weight is 87.48%. PFI's top 25 holdings weight is 76.43%.
| Rank | MSTQ | PFI |
|---|---|---|
| #1 | INVESCO QQQ TRUST (QQQ) - 63.58% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 5.22% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 11.95% | JPMORGAN CHASE & CO (JPM) - 5.13% |
| #3 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 11.95% | MORGAN STANLEY (MS) - 4.81% |
| #4 | N/A | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 4.42% |
| #5 | N/A | LEMONADE INC ORDINARY SHARES (LMND) - 3.94% |
| #6 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 3.67% |
| #7 | N/A | WELLTOWER INC (WELL) - 3.37% |
| #8 | N/A | CBOE GLOBAL MARKETS INC (CBOE) - 3.37% |
| #9 | N/A | STONEX GROUP INC (SNEX) - 3.28% |
| #10 | N/A | SIMON PROPERTY GROUP INC (SPG) - 3.20% |
| #11 | N/A | VENTAS INC (VTR) - 3.12% |
| #12 | N/A | CITIGROUP INC (C) - 3.08% |
| #13 | N/A | BANK OF NEW YORK MELLON CORP (BK) - 3.06% |
| #14 | N/A | INVESCO LTD (IVZ) - 2.80% |
| #15 | N/A | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 2.73% |
| #16 | N/A | CITIZENS FINANCIAL GROUP INC (CFG) - 2.53% |
| #17 | N/A | WISDOMTREE INC (WT) - 2.43% |
| #18 | N/A | FIFTH THIRD BANCORP (FITB) - 2.41% |
| #19 | N/A | KEYCORP (KEY) - 2.39% |
| #20 | N/A | JACKSON FINANCIAL INC (JXN) - 2.16% |
| #21 | N/A | OUTFRONT MEDIA INC (OUT) - 2.08% |
| #22 | N/A | FIRSTCASH HOLDINGS INC (FCFS) - 1.97% |
| #23 | N/A | CME GROUP INC CLASS A (CME) - 1.90% |
| #24 | N/A | POPULAR INC (BPOP) - 1.85% |
| #25 | N/A | STIFEL FINANCIAL CORP (SF) - 1.51% |
| Total Holdings | 3 | 51 |
MSTQ vs PFI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MSTQ
+2.65%
PFI
+0.44%
3M
Winner
MSTQ
+13.14%
PFI
+7.46%
6M
Winner
MSTQ
+9.94%
PFI
+1.72%
1Y
Winner
MSTQ
+26.35%
PFI
+7.22%
5Y(CAGR)
Winner
MSTQ
+15.06%
PFI
+4.10%
10Y(CAGR)
MSTQ
N/A
PFI
+8.55%
Max(CAGR)
Winner
MSTQ
+15.06%
PFI
+5.93%
MSTQ vs PFI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | MSTQ | PFI |
|---|---|---|
| 2026 | +12.32% | +0.72% |
| 2025 | +19.78% | +2.39% |
| 2024 | +21.82% | +32.36% |
| 2023 | +43.70% | +13.12% |
| 2022 | -21.67% | -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% |
MSTQ vs PFI Drawdown Comparison
The maximum drawdown for MSTQ was -31.05%, occurring on Dec 28, 2022. Recovery took 433 trading sessions.
The maximum drawdown for PFI was -59.54%, occurring on Mar 9, 2009. Recovery took 1538 trading sessions.
The current MSTQ drawdown is -4.92%. The current PFI drawdown is -5.89%.
| Rank | MSTQ | PFI |
|---|---|---|
| #1 | -31.05% Mar 29, 2022 - Dec 18, 2023 | -59.54% Jun 4, 2007 - Jul 12, 2013 |
| #2 | -15.19% Dec 16, 2024 - May 14, 2025 | -43.07% Feb 19, 2020 - Dec 15, 2020 |
| #3 | -12.37% Oct 29, 2025 - Apr 22, 2026 | -35.42% Nov 3, 2021 - Oct 11, 2024 |
| #4 | -10.14% Jul 10, 2024 - Dec 3, 2024 | -25.67% Jan 23, 2018 - Jun 6, 2019 |
| #5 | -6.51% Mar 22, 2024 - May 20, 2024 | -24.83% Nov 25, 2024 - Apr 8, 2025 |
| #6 | -4.92% Jun 2, 2026 - Jun 5, 2026 | -18.96% Mar 20, 2015 - Feb 13, 2017 |
| #7 | -4.02% Dec 27, 2023 - Jan 18, 2024 | -9.57% Mar 1, 2017 - Sep 27, 2017 |
| #8 | -3.54% Oct 8, 2025 - Oct 20, 2025 | -9.51% Jun 8, 2021 - Aug 6, 2021 |
| #9 | -3.04% Aug 12, 2025 - Sep 8, 2025 | -9.20% Dec 31, 2013 - Jun 27, 2014 |
| #10 | -2.69% May 14, 2026 - May 26, 2026 | -7.77% Jul 3, 2014 - Oct 30, 2014 |
| #11 | -2.63% Jul 30, 2025 - Aug 8, 2025 | -7.39% Mar 15, 2021 - Apr 28, 2021 |
| #12 | -2.58% Feb 9, 2024 - Feb 22, 2024 | -7.29% Feb 20, 2007 - Apr 24, 2007 |
| #13 | -2.58% Jan 29, 2024 - Feb 2, 2024 | -7.16% Jul 12, 2019 - Dec 20, 2019 |
| #14 | -2.53% Mar 1, 2024 - Mar 21, 2024 | -6.41% Jan 20, 2021 - Feb 4, 2021 |
| #15 | -2.38% May 19, 2025 - Jun 2, 2025 | -5.73% Aug 27, 2021 - Sep 27, 2021 |
Correlation
Correlation between MSTQ and PFI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
MSTQ vs PFI dividend yield comparison.
| Year | MSTQ | PFI |
|---|---|---|
| 2026 | 0.00% | 0.27% |
| 2025 | 13.97% | 0.68% |
| 2024 | 3.72% | 2.77% |
| 2023 | 0.77% | 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: MSTQ vs SPYPFI vs SPY
More Comparisons
Compare with similar stocks