Skip to content
Beacon
Screener

SPLV vs XSVM

Invesco S&P 500 Low Volatility ETF vs Invesco S&P SmallCap Value with Momentum ETF

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

XSVM

Invesco S&P SmallCap Value with Momentum ETF

Invesco

Annual cost

0.37%

Fund size

$613M

Key differences

  • SPLV costs 0.12% less per year.
  • SPLV is significantly larger than XSVM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XSVM has delivered higher annualized returns.
  • XSVM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPLVXSVM
Annual cost (TER)0.25%0.37%
Fund size (AUM)$7.2B$613M
Since20112005
Dividend yield2.11%1.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.3%+36.9%
CAGR 3Y+8.2%+17.0%
CAGR 5Y+6.1%+7.1%
Sharpe 3Y0.450.68
Volatility 1Y9.71%18.66%
Max drawdown-36.26%-49.02%

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

Similar to SPLV and XSVM