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CFA vs XMLV

VictoryShares US 500 Volatility Wtd ETF vs Invesco S&P MidCap Low Volatility ETF

CFA

VictoryShares US 500 Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$532M

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

Key differences

  • XMLV costs 0.10% less per year.
  • Over the last 3 years, CFA has delivered higher annualized returns.

Side-by-side comparison

CFAXMLV
Annual cost (TER)0.35%0.25%
Fund size (AUM)$532M$750M
Since20142013
Dividend yield1.25%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.2%+10.0%
CAGR 3Y+14.0%+11.5%
CAGR 5Y+7.8%+6.1%
Sharpe 3Y0.790.63
Volatility 1Y10.91%10.30%
Max drawdown-37.74%-39.86%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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