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XSMO vs IJT

Invesco S&P SmallCap Momentum ETF vs iShares S&P Small-Cap 600 Growth ETF

XSMO

Invesco S&P SmallCap Momentum ETF

Invesco

Annual cost

0.36%

Fund size

$2.8B

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares

Annual cost

0.18%

Fund size

$7.3B

Key differences

  • IJT costs 0.18% less per year.
  • Over the last 3 years, XSMO has delivered higher annualized returns.
  • IJT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XSMOIJT
Annual cost (TER)0.36%0.18%
Fund size (AUM)$2.8B$7.3B
Since20052000
Dividend yield0.54%0.77%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.8%+28.1%
CAGR 3Y+25.5%+15.7%
CAGR 5Y+12.3%+5.9%
Sharpe 3Y1.020.65
Volatility 1Y18.47%17.64%
Max drawdown-39.39%-42.03%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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