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XMLV vs PSCF

Invesco S&P MidCap Low Volatility ETF vs Invesco S&P SmallCap Financials ETF

XMLV

Invesco S&P MidCap Low Volatility ETF

Annual cost

0.25%

Fund size

$750M

PSCF

Invesco S&P SmallCap Financials ETF

Annual cost

0.29%

Fund size

$25M

Key differences

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

Side-by-side comparison

XMLVPSCF
Annual cost (TER)0.25%0.29%
Fund size (AUM)$750M$25M
Since20132010
Dividend yield2.80%2.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+22.7%
CAGR 3Y+11.6%+18.6%
CAGR 5Y+6.3%+4.1%
Sharpe 3Y0.640.73
Volatility 1Y10.33%17.57%
Max drawdown-39.86%-45.46%

Similar to XMLV and PSCF