Screener
FDMO vs XMVM
Fidelity Momentum Factor ETF vs Invesco S&P MidCap Value with Momentum ETF
Key differences
- FDMO costs 0.24% less per year.
- Over the last 3 years, FDMO has delivered higher annualized returns.
- XMVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDMO | XMVM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $842M | $455M |
| Since | 2016 | 2005 |
| Dividend yield | 0.60% | 1.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.5% | +30.8% |
| CAGR 3Y | +28.3% | +19.9% |
| CAGR 5Y | +16.5% | +9.2% |
| Sharpe 3Y | 1.26 | 0.86 |
| Volatility 1Y | 16.48% | 15.56% |
| Max drawdown | -33.94% | -45.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FDMO and XMVM
Explore further