Screener
XMVM vs IVOV
Invesco S&P MidCap Value with Momentum ETF vs Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
Key differences
- IVOV costs 0.29% less per year.
- IVOV 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.
- XMVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XMVM | IVOV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.10% |
| Fund size (AUM) | $455M | $1.4B |
| Since | 2005 | 2010 |
| Dividend yield | 1.94% | 1.68% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.8% | +20.8% |
| CAGR 3Y | +19.9% | +14.2% |
| CAGR 5Y | +9.2% | +7.2% |
| Sharpe 3Y | 0.86 | 0.63 |
| Volatility 1Y | 15.56% | 15.44% |
| Max drawdown | -45.07% | -45.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to XMVM and IVOV
Explore further