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XMLV vs VSMV

Invesco S&P MidCap Low Volatility ETF vs VictoryShares US Multi-Factor Minimum Volatility ETF

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

VSMV

VictoryShares US Multi-Factor Minimum Volatility ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$153M

Key differences

  • XMLV costs 0.10% less per year.
  • XMLV is significantly larger than VSMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VSMV has delivered higher annualized returns.

Side-by-side comparison

XMLVVSMV
Annual cost (TER)0.25%0.35%
Fund size (AUM)$750M$153M
Since20132017
Dividend yield2.80%1.32%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+26.6%
CAGR 3Y+11.5%+17.6%
CAGR 5Y+6.1%+11.5%
Sharpe 3Y0.631.23
Volatility 1Y10.30%9.20%
Max drawdown-39.86%-31.33%

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

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