Screener
XSMO vs KAUG
Invesco S&P SmallCap Momentum ETF vs Innovator U.S. Small Cap Power Buffer ETF - August
Key differences
- XSMO costs 0.43% less per year.
- XSMO is significantly larger than KAUG — larger funds tend to be more liquid and less likely to close.
- XSMO is classified as equity, while KAUG is alternative — different risk/return profiles.
- XSMO follows a index tracking strategy; KAUG uses structured outcome.
- XSMO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XSMO | KAUG | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.79% |
| Fund size (AUM) | $2.8B | $80M |
| Since | 2005 | 2024 |
| Dividend yield | 0.54% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | structured outcome |
| CAGR 1Y | +32.8% | +16.6% |
| CAGR 3Y | +25.5% | N/A |
| CAGR 5Y | +12.3% | N/A |
| Sharpe 3Y | 1.02 | N/A |
| Volatility 1Y | 18.47% | 8.09% |
| Max drawdown | -39.39% | -15.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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