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XSMO vs IMTM

Invesco S&P SmallCap Momentum ETF vs iShares MSCI Intl Momentum Factor ETF

XSMO

Invesco S&P SmallCap Momentum ETF

Invesco

Annual cost

0.36%

Fund size

$2.8B

IMTM

iShares MSCI Intl Momentum Factor ETF

iShares

Annual cost

0.30%

Fund size

$3.9B

Key differences

  • IMTM costs 0.06% less per year.
  • Over the last 3 years, XSMO has delivered higher annualized returns.
  • XSMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XSMOIMTM
Annual cost (TER)0.36%0.30%
Fund size (AUM)$2.8B$3.9B
Since20052015
Dividend yield0.54%2.13%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.8%+25.8%
CAGR 3Y+25.5%+20.5%
CAGR 5Y+12.3%+10.5%
Sharpe 3Y1.020.99
Volatility 1Y18.47%17.05%
Max drawdown-39.39%-30.68%

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

Similar to XSMO and IMTM