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FDRS vs XSMO

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

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

XSMO

Invesco S&P SmallCap Momentum ETF

Annual cost

0.36%

Fund size

$2.9B

Key differences

Both FDRS and XSMO are equity ETFs. FDRS charges 0.49% a year and XSMO 0.36%. The main difference: XSMO costs 0.13% less per year.

  • XSMO costs 0.13% less per year.
  • XSMO is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
  • XSMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSXSMO
Annual cost (TER)0.49%0.36%
Fund size (AUM)$94M$2.9B
Since20252005
Dividend yield0.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+31.5%
CAGR 3YN/A+25.7%
CAGR 5YN/A+11.2%
Sharpe 3YN/A1.02
Volatility 1Y18.99%
Max drawdown-21.64%-39.39%

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

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