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XMMO vs IVOO

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

XMMO

Invesco S&P MidCap Momentum ETF

Invesco

Annual cost

0.35%

Fund size

$6.8B

IVOO

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

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.28% less per year.
  • Over the last 3 years, XMMO has delivered higher annualized returns.
  • XMMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XMMOIVOO
Annual cost (TER)0.35%0.07%
Fund size (AUM)$6.8B$5.4B
Since20052010
Dividend yield0.64%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+35.0%+24.7%
CAGR 3Y+31.3%+16.1%
CAGR 5Y+16.0%+7.8%
Sharpe 3Y1.260.72
Volatility 1Y18.43%15.69%
Max drawdown-36.74%-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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