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XMLV vs IVOO

Invesco S&P MidCap Low Volatility ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.18% less per year.
  • IVOO is significantly larger than XMLV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IVOO has delivered higher annualized returns.

Side-by-side comparison

XMLVIVOO
Annual cost (TER)0.25%0.07%
Fund size (AUM)$750M$5.4B
Since20132010
Dividend yield2.80%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+24.7%
CAGR 3Y+11.5%+16.1%
CAGR 5Y+6.1%+7.8%
Sharpe 3Y0.630.72
Volatility 1Y10.30%15.69%
Max drawdown-39.86%-42.33%

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

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