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XMVM vs PDP
Invesco S&P MidCap Value with Momentum ETF vs Invesco Dorsey Wright Momentum ETF
Key differences
- XMVM costs 0.23% less per year.
- PDP is significantly larger than XMVM — larger funds tend to be more liquid and less likely to close.
- XMVM follows a index tracking strategy; PDP uses active selection.
- Over the last 3 years, PDP has delivered higher annualized returns.
Side-by-side comparison
| XMVM | PDP | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.62% |
| Fund size (AUM) | $455M | $1.5B |
| Since | 2005 | 2007 |
| Dividend yield | 1.94% | 0.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.8% | +34.3% |
| CAGR 3Y | +19.9% | +23.4% |
| CAGR 5Y | +9.2% | +10.9% |
| Sharpe 3Y | 0.86 | 0.95 |
| Volatility 1Y | 15.56% | 21.84% |
| Max drawdown | -45.07% | -34.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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