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PFI vs PVI

Comparison between INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF (PFI, ETF) and INVESCO FLOATING RATE MUNICIPAL INCOME ETF (PVI, ETF).

5-Year PerformancePFI has outperformed PVI, delivering a return of +6.2% compared to +2.0%

PFI vs PVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFI
$33M
Winner
PVI
$34M
Expense Ratio
PFI
0.60%
Winner
PVI
0.25%
Max Drawdown
PFI
60.34%
Winner
PVI
5.21%
Sharpe Ratio
Winner
PFI
0.51
PVI
-0.56
5Y Beta
PFI
1.04
Winner
PVI
0.02
P/E Ratio
PFI
21.15
PVI
N/A
Forward P/E
PFI
15.95
PVI
N/A
5Y Dividends CAGR
PFI
-1.03%
Winner
PVI
167.53%
5Y EPS CAGR
PFI
10.63%
PVI
N/A
Debt to Equity
PFI
68.06%
PVI
N/A
P/S Ratio
PFI
1.09
PVI
N/A
P/B Ratio
PFI
2.27
PVI
N/A

PFI vs PVI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PFI
+2.75%
PVI
+0.18%
3M
Winner
PFI
+8.12%
PVI
+1.05%
6M
Winner
PFI
+6.73%
PVI
+1.39%
1Y
Winner
PFI
+13.59%
PVI
+2.17%
5Y(CAGR)
Winner
PFI
+6.23%
PVI
+1.97%
10Y(CAGR)
Winner
PFI
+8.83%
PVI
+1.32%
Max(CAGR)
Winner
PFI
+6.27%
PVI
+1.00%

PFI vs PVI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPFIPVI
2026+8.19%+1.05%
2025+2.39%+2.64%
2024+32.36%+2.43%
2023+13.12%+2.71%
2022-23.08%+0.90%
2021+30.92%-0.08%
2020+13.88%+0.13%
2019+37.80%+1.24%
2018-16.52%+1.13%
2017+14.55%+0.53%
2016+4.92%+0.25%
2015+1.36%-0.18%
2014+7.73%-0.08%
2013+36.13%+0.03%
2012+17.53%+0.13%
2011-6.06%+0.65%
2010+13.22%+0.33%
2009-5.94%+0.96%
2008-25.74%+3.44%
2007-3.16%+0.49%
2006+3.37%N/A

PFI vs PVI Drawdown Comparison

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

The maximum drawdown for PVI was -4.10%, occurring on Feb 29, 2008. Recovery took 347 trading sessions.

The current PFI drawdown is -1.41%. The current PVI drawdown is -0.16%.

RankPFIPVI
#1-59.54%
Jun 4, 2007 - Jul 12, 2013
-4.10%
Jan 25, 2008 - Jun 11, 2009
#2-43.07%
Feb 19, 2020 - Dec 15, 2020
-1.17%
Oct 2, 2024 - Jan 10, 2025
#3-35.42%
Nov 3, 2021 - Oct 11, 2024
-1.04%
Oct 26, 2010 - Nov 15, 2010
#4-25.67%
Jan 23, 2018 - Jun 6, 2019
-0.99%
Sep 4, 2025 - Oct 27, 2025
#5-24.83%
Nov 25, 2024 - Jul 6, 2026
-0.80%
Mar 27, 2025 - Apr 9, 2025
#6-18.96%
Mar 20, 2015 - Feb 13, 2017
-0.68%
Mar 20, 2020 - Oct 24, 2022
#7-9.57%
Mar 1, 2017 - Sep 27, 2017
-0.65%
Dec 31, 2025 - Feb 3, 2026
#8-9.51%
Jun 8, 2021 - Aug 6, 2021
-0.65%
Mar 27, 2026 - May 19, 2026
#9-9.20%
Dec 31, 2013 - Jun 27, 2014
-0.65%
Oct 27, 2025 - Dec 22, 2025
#10-7.77%
Jul 3, 2014 - Oct 30, 2014
-0.60%
Feb 3, 2026 - Mar 13, 2026
#11-7.39%
Mar 15, 2021 - Apr 28, 2021
-0.60%
Jun 24, 2026 - Jul 13, 2026
#12-7.29%
Feb 20, 2007 - Apr 24, 2007
-0.60%
Jul 19, 2013 - Mar 17, 2017
#13-7.16%
Jul 12, 2019 - Dec 20, 2019
-0.58%
Mar 1, 2018 - May 23, 2018
#14-6.41%
Jan 20, 2021 - Feb 4, 2021
-0.52%
Feb 24, 2020 - Mar 19, 2020
#15-5.73%
Aug 27, 2021 - Sep 27, 2021
-0.48%
Feb 21, 2025 - Mar 24, 2025

Correlation

Correlation between PFI and PVI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2006 - 2026)

PFI vs PVI dividend yield comparison.

YearPFIPVI
20260.67%1.23%
20250.68%2.22%
20242.77%2.72%
20231.85%3.36%
20221.93%0.56%
20211.28%0.00%
20201.56%0.36%
20190.92%1.15%
20181.98%1.14%
20170.35%0.56%
20162.16%0.13%
20151.44%0.00%
20141.10%0.00%
20131.36%0.03%
20121.26%0.17%
20111.08%0.52%
20101.69%0.33%
20091.28%1.23%
20081.28%3.38%
20070.97%0.41%
20060.26%0.00%

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