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PFI vs BMNG

Comparison between INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF (PFI, ETF) and LEVERAGE SHARES 2X LONG BMNR DAILY ETF (BMNG, ETF).

PFI vs BMNG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PFI
$33M
BMNG
$33M
Expense Ratio
PFI
0.60%
BMNG
N/A
Max Drawdown
Winner
PFI
60.34%
BMNG
97.32%
Sharpe Ratio
Winner
PFI
0.51
BMNG
-1.43
5Y Beta
Winner
PFI
1.04
BMNG
7.98
P/E Ratio
PFI
21.15
BMNG
N/A
Forward P/E
PFI
15.95
BMNG
N/A
5Y Dividends CAGR
PFI
-1.03%
BMNG
N/A
5Y EPS CAGR
PFI
10.63%
BMNG
N/A
Debt to Equity
PFI
68.06%
BMNG
N/A
P/S Ratio
PFI
1.09
BMNG
N/A
P/B Ratio
PFI
2.27
BMNG
N/A

PFI vs BMNG - Holdings Comparison

PFI and BMNG have 0 common holdings. Overlap is 0.00%

PFI's top 25 holdings weight is 76.56%. BMNG's top 25 holdings weight is 4.31%.

RankPFIBMNG
#1
INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 5.73%
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.31%
#2
MORGAN STANLEY (MS) - 5.42%
N/A
#3
JPMORGAN CHASE & CO (JPM) - 5.30%
N/A
#4
THE GOLDMAN SACHS GROUP INC (GS) - 4.13%
N/A
#5
LEMONADE INC ORDINARY SHARES (LMND) - 4.07%
N/A
#6
AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 3.87%
N/A
#7
STONEX GROUP INC (SNEX) - 3.78%
N/A
#8
CITIGROUP INC (C) - 3.38%
N/A
#9
BANK OF NEW YORK MELLON CORP (BNY) - 3.19%
N/A
#10
SIMON PROPERTY GROUP INC (SPG) - 3.19%
N/A
#11
WELLTOWER INC (WELL) - 3.11%
N/A
#12
VENTAS INC (VTR) - 2.79%
N/A
#13
INVESCO LTD (IVZ) - 2.69%
N/A
#14
CITIZENS FINANCIAL GROUP INC (CFG) - 2.65%
N/A
#15
VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 2.64%
N/A
#16
FIFTH THIRD BANCORP (FITB) - 2.53%
N/A
#17
KEYCORP (KEY) - 2.46%
N/A
#18
WISDOMTREE INC (WT) - 2.30%
N/A
#19
CBOE GLOBAL MARKETS INC (CBOE) - 2.29%
N/A
#20
JACKSON FINANCIAL INC (JXN) - 2.05%
N/A
#21
OUTFRONT MEDIA INC (OUT) - 1.97%
N/A
#22
POPULAR INC (BPOP) - 1.97%
N/A
#23
FIRSTCASH HOLDINGS INC (FCFS) - 1.88%
N/A
#24
CME GROUP INC CLASS A (CME) - 1.59%
N/A
#25
ZIONS BANCORP NA (ZION) - 1.58%
N/A
Total Holdings501

PFI vs BMNG - Historical Returns

Returns include dividend reinvestment.

1M
PFI
+2.75%
Winner
BMNG
+10.30%
3M
Winner
PFI
+8.12%
BMNG
-49.29%
6M
Winner
PFI
+6.73%
BMNG
-79.16%
1Y
PFI
+13.59%
BMNG
N/A
5Y(CAGR)
PFI
+6.23%
BMNG
N/A
10Y(CAGR)
PFI
+8.83%
BMNG
N/A
Max(CAGR)
Winner
PFI
+6.27%
BMNG
-98.67%

PFI vs BMNG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPFIBMNG
2026+8.19%-82.31%
2025+2.39%-81.37%
2024+32.36%N/A
2023+13.12%N/A
2022-23.08%N/A
2021+30.92%N/A
2020+13.88%N/A
2019+37.80%N/A
2018-16.52%N/A
2017+14.55%N/A
2016+4.92%N/A
2015+1.36%N/A
2014+7.73%N/A
2013+36.13%N/A
2012+17.53%N/A
2011-6.06%N/A
2010+13.22%N/A
2009-5.94%N/A
2008-25.74%N/A
2007-3.16%N/A
2006+3.37%N/A

PFI vs BMNG Drawdown Comparison

The maximum drawdown for PFI was -59.54%, occurring on Mar 9, 2009. Recovery took 1538 trading sessions.

The maximum drawdown for BMNG was -97.32%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current PFI drawdown is -1.41%. The current BMNG drawdown is -95.75%.

RankPFIBMNG
#1-59.54%
Jun 4, 2007 - Jul 12, 2013		-97.32%
Oct 27, 2025 - Jun 30, 2026
#2-43.07%
Feb 19, 2020 - Dec 15, 2020		N/A
#3-35.42%
Nov 3, 2021 - Oct 11, 2024		N/A
#4-25.67%
Jan 23, 2018 - Jun 6, 2019		N/A
#5-24.83%
Nov 25, 2024 - Jul 6, 2026		N/A
#6-18.96%
Mar 20, 2015 - Feb 13, 2017		N/A
#7-9.57%
Mar 1, 2017 - Sep 27, 2017		N/A
#8-9.51%
Jun 8, 2021 - Aug 6, 2021		N/A
#9-9.20%
Dec 31, 2013 - Jun 27, 2014		N/A
#10-7.77%
Jul 3, 2014 - Oct 30, 2014		N/A
#11-7.39%
Mar 15, 2021 - Apr 28, 2021		N/A
#12-7.29%
Feb 20, 2007 - Apr 24, 2007		N/A
#13-7.16%
Jul 12, 2019 - Dec 20, 2019		N/A
#14-6.41%
Jan 20, 2021 - Feb 4, 2021		N/A
#15-5.73%
Aug 27, 2021 - Sep 27, 2021		N/A

Correlation

Correlation between PFI and BMNG is -0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.29
-101

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