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XMLV vs SMMV

Invesco S&P MidCap Low Volatility ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Side-by-side comparison

XMLVSMMV
Annual cost (TER)0.25%0.20%
Fund size (AUM)$750M$284M
Since20132016
Dividend yield2.80%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+8.9%
CAGR 3Y+11.5%+11.6%
CAGR 5Y+6.1%+5.3%
Sharpe 3Y0.630.68
Volatility 1Y10.30%9.88%
Max drawdown-39.86%-38.77%

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

Similar to XMLV and SMMV