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FDRS vs XMMO

Founder-Led ETF vs Invesco S&P MidCap Momentum ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

XMMO

Invesco S&P MidCap Momentum ETF

Annual cost

0.35%

Fund size

$7.5B

Key differences

Both FDRS and XMMO are equity ETFs. FDRS charges 0.49% a year and XMMO 0.35%. The main difference: XMMO costs 0.14% less per year.

  • XMMO costs 0.14% less per year.
  • XMMO is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
  • XMMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSXMMO
Annual cost (TER)0.49%0.35%
Fund size (AUM)$94M$7.5B
Since20252005
Dividend yield0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+32.3%
CAGR 3YN/A+32.1%
CAGR 5YN/A+15.6%
Sharpe 3YN/A1.28
Volatility 1Y19.17%
Max drawdown-21.64%-36.74%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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