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XMLV vs CFA

Invesco S&P MidCap Low Volatility ETF vs VictoryShares US 500 Volatility Wtd ETF

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

CFA

VictoryShares US 500 Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$532M

Key differences

  • XMLV costs 0.10% less per year.
  • Over the last 3 years, CFA has delivered higher annualized returns.

Side-by-side comparison

XMLVCFA
Annual cost (TER)0.25%0.35%
Fund size (AUM)$750M$532M
Since20132014
Dividend yield2.80%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+14.2%
CAGR 3Y+11.5%+14.0%
CAGR 5Y+6.1%+7.8%
Sharpe 3Y0.630.79
Volatility 1Y10.30%10.91%
Max drawdown-39.86%-37.74%

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

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