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XMVM vs RPV
Invesco S&P MidCap Value with Momentum ETF vs Invesco S&P 500 Pure Value ETF
Key differences
- RPV 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.
Side-by-side comparison
| XMVM | RPV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.35% |
| Fund size (AUM) | $455M | $1.8B |
| Since | 2005 | 2006 |
| Dividend yield | 1.94% | 2.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.8% | +27.7% |
| CAGR 3Y | +19.9% | +18.5% |
| CAGR 5Y | +9.2% | +9.2% |
| Sharpe 3Y | 0.86 | 0.95 |
| Volatility 1Y | 15.56% | 12.77% |
| Max drawdown | -45.07% | -50.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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