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FMTM vs XMMO

MarketDesk Focused U.S. Momentum ETF vs Invesco S&P MidCap Momentum ETF

FMTM

MarketDesk Focused U.S. Momentum ETF

Annual cost

0.45%

Fund size

$162M

XMMO

Invesco S&P MidCap Momentum ETF

Annual cost

0.35%

Fund size

$7.5B

Key differences

Both FMTM and XMMO are equity ETFs. FMTM charges 0.45% a year and XMMO 0.35%. The main difference: FMTM follows a active selection strategy; XMMO uses index tracking.

  • FMTM follows a active selection strategy; XMMO uses index tracking.
  • XMMO costs 0.10% less per year.
  • XMMO is much larger than FMTM. 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

FMTMXMMO
Annual cost (TER)0.45%0.35%
Fund size (AUM)$162M$7.5B
Since20252005
Dividend yield0.23%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+56.1%+32.3%
CAGR 3YN/A+32.1%
CAGR 5YN/A+15.6%
Sharpe 3YN/A1.28
Volatility 1Y23.34%19.17%
Max drawdown-12.12%-36.74%

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

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