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RFV vs XMMO

Invesco S&P MidCap 400 Pure Value ETF vs Invesco S&P MidCap Momentum ETF

RFV

Invesco S&P MidCap 400 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$313M

XMMO

Invesco S&P MidCap Momentum ETF

Invesco

Annual cost

0.35%

Fund size

$6.8B

Key differences

  • XMMO is significantly larger than RFV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XMMO has delivered higher annualized returns.

Side-by-side comparison

RFVXMMO
Annual cost (TER)0.35%0.35%
Fund size (AUM)$313M$6.8B
Since20062005
Dividend yield1.88%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.6%+35.0%
CAGR 3Y+15.7%+31.3%
CAGR 5Y+9.0%+16.0%
Sharpe 3Y0.631.26
Volatility 1Y18.24%18.43%
Max drawdown-52.24%-36.74%

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

Similar to RFV and XMMO