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PFIvsREITETF Comparison

ETF 1

PFI

Invesco DWA Financial Momentum ETF

This fund is part of

US Financials

-0.86%

Full PFI fund page

VS

ETF 2

REIT

ALPS Active REIT ETF

This fund is part of

US Real Estate

+0.07%

Full REIT fund page

Invesco DWA Financial Momentum ETF (PFI) belongs to the US Financials segment. ALPS Active REIT ETF (REIT) is part of the US Real Estate segment. PFI's top 2 sector exposures are Finance and Technology. In contrast, REIT's top sector exposures are Finance and Non-Corporate. PFI is more expensive with a Total Expense Ratio (TER) of 0.73%, versus 0.68% for REIT. PFI is up 0.79% year-to-date (YTD) with -$4M in YTD flows. REIT performs better with 12.92% YTD performance, and +$6M in YTD flows. Run a side-by-side ETF comparison of PFI and REIT below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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PFI vs REIT performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	PFI REIT	-0.05%+2.19%	-7.36%-6.43%	+0.79%+12.92%	+3.60%+13.30%	+54.05%+48.35%	+5.77%+9.38%
Flows	PFI REIT	-$7M+$852K	-$6M+$2M	-$4M+$6M	-$9M+$7M	+$10M+$32M	-$37M+$31M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	PFI REIT	+15.73%+12.58%	+18.51%+13.44%	+20.25%+16.18%	+21.10%+18.47%
Max drawdown	PFI REIT	-12.00%-9.73%	-13.91%-11.51%	-24.70%-18.24%	-35.32%-29.57%
Max drawdown duration	PFI REIT	87d92d	155d96d	584d442d	1072d877d

Trading data

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	PFI	REIT
Last sale 11/2/2026 at 2:30 PM	$57.89	$29.27
Previous close 10/30/2026	$57.60	$28.95
Consolidated volume 10/30/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of October 30, 2026

1-year trailing difference

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REIT

is actively managed and doesn’t replicate an index

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	PFI	REIT
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 11/2/2026 at 2:30 PM

Live

Closed

	PFI	REIT
Last price	$57.89	$29.27
1D performance	+0.50%	+1.11%
AuM	$48.41 M	$55.46 M
E/R	0.73%	0.68%

Characteristics

	PFI	REIT
Management strategy	Passive	Active
Provider	Invesco	ALPS
Benchmark	Dorsey Wright Financials Technical Leaders Index	-
N° of holdings	37	31
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	October 12, 2006	February 24, 2021
ESG	No	No

More PFI data on Trackinsight

More REIT data on Trackinsight

Exposure

Countries

PFI

USA

94.74%

Other

5.26%

REIT

USA

99.56%

Other

0.44%

Sectors

PFI

Finance

97.46%

Other

2.54%

REIT

Finance

98.5%

Other

1.5%

Diversification

PFI

Total weight of top 15 holdings out of 15

52.1%

REIT

Total weight of top 15 holdings out of 15

70.86%

Top 15 holdings

Data as of September 30, 2026

PFI

Victory Capital Holdings, Inc.

4.65%

JPMorgan Chase & Co.

4.41%

WisdomTree, Inc.

4.21%

Interactive Brokers Group, Inc.

3.85%

State Street Corp.

3.70%

Principal Financial Group, Inc.

3.52%

Morgan Stanley

3.48%

The Bank of New York Mellon Corp.

3.30%

Enova International, Inc.

3.29%

Simon Property Group, Inc.

3.13%

Citigroup, Inc.

3.06%

KeyCorp

3.04%

Popular, Inc.

2.89%

The Goldman Sachs Group, Inc.

2.85%

FirstCash Holdings, Inc.

2.74%

REIT

Welltower, Inc.

10.46%

Equinix, Inc.

9.55%

Prologis, Inc.

8.79%

Simon Property Group, Inc.

4.73%

Essex Property Trust, Inc.

4.39%

W.P. Carey, Inc.

4.11%

Macerich Co.

3.97%

Equity LifeStyle Properties, Inc.

3.84%

Sabra Health Care REIT, Inc.

3.37%

Host Hotels & Resorts, Inc.

3.36%

Terreno Realty Corp.

3.34%

CareTrust REIT, Inc.

3.10%

Digital Realty Trust, Inc.

2.67%

American Tower Corp.

2.63%

Invitation Homes, Inc.

2.56%

Frequently asked questions about PFI and REIT

How have the PFI and REIT ETFs performed in 2026?

As of October 30, 2026, PFI is up 0.79% year-to-date (YTD), while REIT has returned 12.92%. That puts REIT better performer ahead so far this year.

Which ETF is attracting more investor money: PFI or REIT?

Year-to-date, the PFI ETF saw -$4M in flows, compared to +$6M for REIT.

Which ETF is more volatile: PFI or REIT?

Over the past year, PFI had a volatility of 18.51%, while REIT experienced 13.44%.

Which ETF is bigger: PFI or REIT?

As of October 30, 2026, PFI holds $48.41 M in assets under management (AUM), while REIT manages $55.46 M.

What sectors do the PFI and REIT ETFs invest in?

PFI leans toward sectors like Finance. Meanwhile, REIT focuses on Finance.

What are the top holdings of the PFI ETF and REIT ETF?

PFI top holdings include Victory Capital Holdings, Inc., JPMorgan Chase & Co. and WisdomTree, Inc.. REIT holds in its top three: Welltower, Inc., Equinix, Inc. and Prologis, Inc..

PFIvsREITETF Comparison

Invesco DWA Financial Momentum ETF

ALPS Active REIT ETF

PFI vs REIT performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the PFI and REIT ETFs performed in 2026?

As of October 30, 2026, PFI is up 0.79% year-to-date (YTD), while REIT has returned 12.92%. That puts REIT better performer ahead so far this year.

Which ETF is attracting more investor money: PFI or REIT?

Year-to-date, the PFI ETF saw -$4M in flows, compared to +$6M for REIT.

Which ETF is more volatile: PFI or REIT?

Over the past year, PFI had a volatility of 18.51%, while REIT experienced 13.44%.

Which ETF is bigger: PFI or REIT?

As of October 30, 2026, PFI holds $48.41 M in assets under management (AUM), while REIT manages $55.46 M.

What sectors do the PFI and REIT ETFs invest in?

PFI leans toward sectors like Finance. Meanwhile, REIT focuses on Finance.

What are the top holdings of the PFI ETF and REIT ETF?

PFI top holdings include Victory Capital Holdings, Inc., JPMorgan Chase & Co. and WisdomTree, Inc.. REIT holds in its top three: Welltower, Inc., Equinix, Inc. and Prologis, Inc..

Which ETF is more diversified: PFI or REIT?

PFI holds 37 securities with 52.1% of its assets in the top 15. REIT has 31 securities and a top 15 weight of 70.86%.

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