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RZG vs XSMO

Invesco S&P SmallCap 600 Pure Growth ETF vs Invesco S&P SmallCap Momentum ETF

RZG

Invesco S&P SmallCap 600 Pure Growth ETF

Invesco

Annual cost

0.35%

Fund size

$121M

XSMO

Invesco S&P SmallCap Momentum ETF

Invesco

Annual cost

0.36%

Fund size

$2.8B

Key differences

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

Side-by-side comparison

RZGXSMO
Annual cost (TER)0.35%0.36%
Fund size (AUM)$121M$2.8B
Since20062005
Dividend yield0.42%0.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.2%+32.8%
CAGR 3Y+18.8%+25.5%
CAGR 5Y+5.3%+12.3%
Sharpe 3Y0.761.02
Volatility 1Y18.58%18.47%
Max drawdown-54.02%-39.39%

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

Similar to RZG and XSMO