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FMTM vs XSMO

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

FMTM

MarketDesk Focused U.S. Momentum ETF

Annual cost

0.45%

Fund size

$162M

XSMO

Invesco S&P SmallCap Momentum ETF

Annual cost

0.36%

Fund size

$2.9B

Key differences

Both FMTM and XSMO are equity ETFs. FMTM charges 0.45% a year and XSMO 0.36%. The main difference: FMTM follows a active selection strategy; XSMO uses index tracking.

  • FMTM follows a active selection strategy; XSMO uses index tracking.
  • XSMO costs 0.09% less per year.
  • XSMO is much larger than FMTM. 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

FMTMXSMO
Annual cost (TER)0.45%0.36%
Fund size (AUM)$162M$2.9B
Since20252005
Dividend yield0.23%0.53%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+56.1%+31.5%
CAGR 3YN/A+25.7%
CAGR 5YN/A+11.2%
Sharpe 3YN/A1.02
Volatility 1Y23.34%18.99%
Max drawdown-12.12%-39.39%

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

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