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XSVM vs VIOO
Invesco S&P SmallCap Value with Momentum ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares
Key differences
- VIOO costs 0.30% less per year.
- VIOO is significantly larger than XSVM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XSVM has delivered higher annualized returns.
- XSVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XSVM | VIOO | |
|---|---|---|
| Annual cost (TER) | 0.37% | 0.07% |
| Fund size (AUM) | $613M | $5.8B |
| Since | 2005 | 2010 |
| Dividend yield | 1.82% | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.9% | +33.2% |
| CAGR 3Y | +17.0% | +15.4% |
| CAGR 5Y | +7.1% | +5.9% |
| Sharpe 3Y | 0.68 | 0.63 |
| Volatility 1Y | 18.66% | 17.72% |
| Max drawdown | -49.02% | -44.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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