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XMVM vs RFV
Invesco S&P MidCap Value with Momentum ETF vs Invesco S&P MidCap 400 Pure Value ETF
Key differences
- Over the last 3 years, XMVM has delivered higher annualized returns.
Side-by-side comparison
| XMVM | RFV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.35% |
| Fund size (AUM) | $455M | $313M |
| Since | 2005 | 2006 |
| Dividend yield | 1.94% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.8% | +23.6% |
| CAGR 3Y | +19.9% | +15.7% |
| CAGR 5Y | +9.2% | +9.0% |
| Sharpe 3Y | 0.86 | 0.63 |
| Volatility 1Y | 15.56% | 18.24% |
| Max drawdown | -45.07% | -52.24% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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