Skip to content
Beacon
Screener

IVOO vs XMMO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares vs Invesco S&P MidCap Momentum ETF

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

XMMO

Invesco S&P MidCap Momentum ETF

Invesco

Annual cost

0.35%

Fund size

$6.8B

Key differences

  • IVOO costs 0.28% less per year.
  • 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

IVOOXMMO
Annual cost (TER)0.07%0.35%
Fund size (AUM)$5.4B$6.8B
Since20102005
Dividend yield1.23%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+35.0%
CAGR 3Y+16.1%+31.3%
CAGR 5Y+7.8%+16.0%
Sharpe 3Y0.721.26
Volatility 1Y15.69%18.43%
Max drawdown-42.33%-36.74%

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

Similar to IVOO and XMMO