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SPMO vs XMLV

Invesco S&P 500 Momentum ETF vs Invesco S&P MidCap Low Volatility ETF

SPMO

Invesco S&P 500 Momentum ETF

Invesco

Annual cost

0.13%

Fund size

$16.0B

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

Key differences

  • SPMO costs 0.12% less per year.
  • SPMO is significantly larger than XMLV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPMO has delivered higher annualized returns.

Side-by-side comparison

SPMOXMLV
Annual cost (TER)0.13%0.25%
Fund size (AUM)$16.0B$750M
Since20152013
Dividend yield0.76%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.0%+10.0%
CAGR 3Y+39.6%+11.5%
CAGR 5Y+23.3%+6.1%
Sharpe 3Y1.640.63
Volatility 1Y17.45%10.30%
Max drawdown-30.95%-39.86%

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

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