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XMLV vs VFMV

Invesco S&P MidCap Low Volatility ETF vs Vanguard U.S. Minimum Volatility ETF ETF Shares

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

VFMV

Vanguard U.S. Minimum Volatility ETF ETF Shares

Vanguard

Annual cost

0.13%

Fund size

$421M

Key differences

  • VFMV costs 0.12% less per year.
  • Over the last 3 years, VFMV has delivered higher annualized returns.
  • XMLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XMLVVFMV
Annual cost (TER)0.25%0.13%
Fund size (AUM)$750M$421M
Since20132018
Dividend yield2.80%1.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+15.2%
CAGR 3Y+11.5%+15.5%
CAGR 5Y+6.1%+10.2%
Sharpe 3Y0.631.10
Volatility 1Y10.30%8.86%
Max drawdown-39.86%-33.64%

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

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