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XSMO vs PSCF

Invesco S&P SmallCap Momentum ETF vs Invesco S&P SmallCap Financials ETF

XSMO

Invesco S&P SmallCap Momentum ETF

Invesco

Annual cost

0.36%

Fund size

$2.8B

PSCF

Invesco S&P SmallCap Financials ETF

Invesco

Annual cost

0.29%

Fund size

$25M

Key differences

  • PSCF costs 0.07% less per year.
  • XSMO is significantly larger than PSCF — larger funds tend to be more liquid and less likely to close.
  • 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

XSMOPSCF
Annual cost (TER)0.36%0.29%
Fund size (AUM)$2.8B$25M
Since20052010
Dividend yield0.54%2.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.8%+21.6%
CAGR 3Y+25.5%+18.3%
CAGR 5Y+12.3%+3.7%
Sharpe 3Y1.020.72
Volatility 1Y18.47%17.56%
Max drawdown-39.39%-45.46%

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

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