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IMTM vs XMMO

iShares MSCI Intl Momentum Factor ETF vs Invesco S&P MidCap Momentum ETF

IMTM

iShares MSCI Intl Momentum Factor ETF

iShares

Annual cost

0.30%

Fund size

$3.9B

XMMO

Invesco S&P MidCap Momentum ETF

Invesco

Annual cost

0.35%

Fund size

$6.8B

Key differences

  • Over the last 3 years, XMMO has delivered higher annualized returns.
  • XMMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IMTMXMMO
Annual cost (TER)0.30%0.35%
Fund size (AUM)$3.9B$6.8B
Since20152005
Dividend yield2.13%0.64%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.8%+35.0%
CAGR 3Y+20.5%+31.3%
CAGR 5Y+10.5%+16.0%
Sharpe 3Y0.991.26
Volatility 1Y17.05%18.43%
Max drawdown-30.68%-36.74%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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