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DWAS vs XSVM

Invesco DWA SmallCap Momentum ETF vs Invesco S&P SmallCap Value with Momentum ETF

DWAS

Invesco DWA SmallCap Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$410M

XSVM

Invesco S&P SmallCap Value with Momentum ETF

Invesco

Annual cost

0.37%

Fund size

$613M

Key differences

  • XSVM costs 0.23% less per year.
  • XSVM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DWASXSVM
Annual cost (TER)0.60%0.37%
Fund size (AUM)$410M$613M
Since20122005
Dividend yield0.01%1.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+36.9%
CAGR 3Y+16.4%+17.0%
CAGR 5Y+6.8%+7.1%
Sharpe 3Y0.600.68
Volatility 1Y22.74%18.66%
Max drawdown-46.16%-49.02%

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

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