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XMVM vs IJJ
Invesco S&P MidCap Value with Momentum ETF vs iShares S&P Mid-Cap 400 Value ETF
Key differences
- IJJ costs 0.21% less per year.
- IJJ is significantly larger than XMVM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XMVM has delivered higher annualized returns.
- IJJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XMVM | IJJ | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.18% |
| Fund size (AUM) | $455M | $8.5B |
| Since | 2005 | 2000 |
| Dividend yield | 1.94% | 1.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.8% | +20.6% |
| CAGR 3Y | +19.9% | +14.1% |
| CAGR 5Y | +9.2% | +7.2% |
| Sharpe 3Y | 0.86 | 0.62 |
| Volatility 1Y | 15.56% | 15.50% |
| Max drawdown | -45.07% | -46.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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