SIFI vs PFI

Comparison between HARBOR SCIENTIFIC ALPHA INCOME ETF (SIFI, ETF) and INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF (PFI, ETF).

5-Year PerformancePFI has outperformed SIFI, delivering a return of +5.1% compared to +2.3%

SIFI vs PFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIFI(ETF)	PFI(ETF)
Net Assets	$33M	$33M
Expense Ratio	0.50%	0.60%
Max Drawdown	18.15%	60.34%
Sharpe Ratio	0.95	0.42
5Y Beta	0.14	1.05
P/E Ratio	N/A	15.47
Forward P/E	N/A	15.60
5Y Dividends CAGR	N/A	-9.10%
5Y EPS CAGR	N/A	10.65%
Debt to Equity	N/A	66.57%
P/S Ratio	N/A	1.23
P/B Ratio	N/A	2.14

Net Assets

SIFI

$33M

PFI

$33M

Expense Ratio

Winner

SIFI

0.50%

PFI

0.60%

Max Drawdown

Winner

SIFI

18.15%

PFI

60.34%

Sharpe Ratio

Winner

SIFI

0.95

PFI

0.42

5Y Beta

Winner

SIFI

0.14

PFI

1.05

P/E Ratio

SIFI

N/A

PFI

15.47

Forward P/E

SIFI

N/A

PFI

15.60

5Y Dividends CAGR

SIFI

N/A

PFI

-9.10%

5Y EPS CAGR

SIFI

N/A

PFI

10.65%

Debt to Equity

SIFI

N/A

PFI

66.57%

P/S Ratio

SIFI

N/A

PFI

1.23

P/B Ratio

SIFI

N/A

PFI

2.14

SIFI vs PFI - Historical Returns

Returns include dividend reinvestment.

Period	SIFI	PFI
1 month	+0.51%	+3.43%
3 months	+1.93%	+16.37%
6 months	+1.89%	+3.85%
1 year	+6.87%	+9.79%
5 years(CAGR)	+2.32%	+5.09%
10 years(CAGR)	N/A	+9.01%
Max(CAGR)	+2.32%	+6.11%

SIFI

+0.51%

Winner

PFI

+3.43%

SIFI

+1.93%

Winner

PFI

+16.37%

SIFI

+1.89%

Winner

PFI

+3.85%

SIFI

+6.87%

Winner

PFI

+9.79%

5Y(CAGR)

SIFI

+2.32%

Winner

PFI

+5.09%

10Y(CAGR)

SIFI

N/A

PFI

+9.01%

Max(CAGR)

SIFI

+2.32%

Winner

PFI

+6.11%

SIFI vs PFI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SIFI	PFI
2026	+1.40%	+4.23%
2025	+8.66%	+2.39%
2024	+5.41%	+32.36%
2023	+8.65%	+13.12%
2022	-10.15%	-23.08%
2021	-1.05%	+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%

SIFI vs PFI Drawdown Comparison

The maximum drawdown for SIFI was -14.68%, occurring on Sep 27, 2022. Recovery took 723 trading sessions.

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

The current PFI drawdown is -2.61%.

Rank	SIFI	PFI
#1	-14.68% Sep 16, 2021 - Aug 2, 2024	-59.54% Jun 4, 2007 - Jul 12, 2013
#2	-3.46% Mar 3, 2025 - May 29, 2025	-43.07% Feb 19, 2020 - Dec 15, 2020
#3	-2.71% Feb 27, 2026 - Jun 12, 2026	-35.42% Nov 3, 2021 - Oct 11, 2024
#4	-2.05% Dec 6, 2024 - Feb 5, 2025	-25.67% Jan 23, 2018 - Jun 6, 2019
#5	-1.75% Sep 19, 2024 - Dec 6, 2024	-24.83% Nov 25, 2024 - Apr 8, 2025
#6	-0.94% Jun 30, 2025 - Aug 1, 2025	-18.96% Mar 20, 2015 - Feb 13, 2017
#7	-0.91% Oct 27, 2025 - Nov 26, 2025	-9.57% Mar 1, 2017 - Sep 27, 2017
#8	-0.80% Feb 5, 2025 - Feb 21, 2025	-9.51% Jun 8, 2021 - Aug 6, 2021
#9	-0.68% Jun 4, 2025 - Jun 12, 2025	-9.20% Dec 31, 2013 - Jun 27, 2014
#10	-0.59% Oct 2, 2025 - Oct 15, 2025	-7.77% Jul 3, 2014 - Oct 30, 2014
#11	-0.55% Aug 13, 2025 - Aug 22, 2025	-7.39% Mar 15, 2021 - Apr 28, 2021
#12	-0.54% Nov 28, 2025 - Dec 18, 2025	-7.29% Feb 20, 2007 - Apr 24, 2007
#13	-0.52% Sep 16, 2025 - Oct 1, 2025	-7.16% Jul 12, 2019 - Dec 20, 2019
#14	-0.51% Aug 23, 2024 - Sep 4, 2024	-6.41% Jan 20, 2021 - Feb 4, 2021
#15	-0.41% Aug 2, 2024 - Aug 13, 2024	-5.73% Aug 27, 2021 - Sep 27, 2021

Correlation

Correlation between SIFI and PFI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2006 - 2026)

SIFI vs PFI dividend yield comparison.

Year	SIFI	PFI
2026	2.00%	0.26%
2025	6.57%	0.68%
2024	5.87%	2.77%
2023	5.71%	1.85%
2022	3.88%	1.93%
2021	0.86%	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%