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SPVM vs XMMO
Invesco S&P 500 Value with Momentum ETF vs Invesco S&P MidCap Momentum ETF
Key differences
- XMMO is significantly larger than SPVM — larger funds tend to be more liquid and less likely to close.
- 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
| SPVM | XMMO | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.35% |
| Fund size (AUM) | $120M | $6.8B |
| Since | 2011 | 2005 |
| Dividend yield | 1.95% | 0.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.0% | +35.0% |
| CAGR 3Y | +18.7% | +31.3% |
| CAGR 5Y | +9.9% | +16.0% |
| Sharpe 3Y | 1.03 | 1.26 |
| Volatility 1Y | 11.79% | 18.43% |
| Max drawdown | -45.35% | -36.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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