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XMLV vs ACWV

Invesco S&P MidCap Low Volatility ETF vs iShares MSCI Global Min Vol Factor ETF

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

ACWV

iShares MSCI Global Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$3.3B

Key differences

  • ACWV is significantly larger than XMLV — larger funds tend to be more liquid and less likely to close.
  • XMLV covers north america markets; ACWV covers global.
  • Over the last 3 years, XMLV has delivered higher annualized returns.

Side-by-side comparison

XMLVACWV
Annual cost (TER)0.25%0.20%
Fund size (AUM)$750M$3.3B
Since20132011
Dividend yield2.80%2.05%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+5.9%
CAGR 3Y+11.5%+9.7%
CAGR 5Y+6.1%+5.9%
Sharpe 3Y0.630.69
Volatility 1Y10.30%7.75%
Max drawdown-39.86%-28.82%

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

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