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Invesco S&P MidCap Value with Momentum ETF (XMVM) belongs to the Momentum category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with XMVM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to XMVM

XMVM charges 0.39% annually. There are 20 ETFs in the Momentum category with lower expense ratios, going as low as 0.12%.


Best Risk-Adjusted Alternatives to XMVM

XMVM has a PortfoliosLab risk / return rank of 57. There are 26 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 90.


Top Performing XMVM Alternatives (YTD)

XMVM is at 8.00% YTD. There are 39 ETFs in the Momentum category with higher YTD returns, going as high as 77.58%.


Lowest Volatility Alternatives to XMVM

XMVM has 15.37% 1-year volatility. There are 19 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.74%.


Lowest Drawdown Alternatives to XMVM

XMVM has a 1-year max drawdown of -9.18%. There are 8 ETFs in the Momentum category with shallower 1-year drawdowns, going as shallow as -5.55%.


Other ETFs from Invesco

The 10 most viewed Invesco ETFs shown here include QQQ, QQQM, RSP and span 12 categories. AUM among these funds goes as high as $494B.


Often Compared With XMVM

Investors most often compare XMVM with AVUV, MDY, RFV. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Avantis US Small Cap Value ETFSmall Cap Value Equities
67
17.96%
26.41BSep 2019XMVM vs AVUV
SPDR S&P MidCap 400 ETFSmall Cap Growth Equities
50
13.91%
26.46BMay 1995XMVM vs MDY
Invesco S&P MidCap 400® Pure Value ETFSmall Cap Value Equities
39
13.04%
316.90MMar 2006XMVM vs RFV
Invesco S&P MidCap 400 Revenue ETFSmall Cap Blend Equities
49
13.47%
1.24BFeb 2008XMVM vs RWK
SPDR S&P 400 Mid Cap Value ETFMid Cap Value Equities
39
9.04%
2.57BNov 2005XMVM vs MDYV
Cambria Shareholder Yield ETFMid Cap Value Equities, Dividend
55
13.63%
924.91MMay 2013XMVM vs SYLD
SPDR S&P 400 Mid Cap Growth ETFMid Cap Growth Equities
55
19.12%
2.80BNov 2005XMVM vs MDYG
Schwab U.S. Dividend Equity ETFDividend
80
19.01%
94.95BOct 2011XMVM vs SCHD
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010XMVM vs VOO
Vanguard Total Stock Market ETFLarge Cap Blend Equities
68
11.20%
2.20TMay 2001XMVM vs VTI
Heartland Value FundSmall Cap Value Equities
79
20.07%
Dec 1984XMVM vs HRTVX
FPA Queens Road Small Cap Value Fund Investor Clas...Small Cap Value Equities
83
25.02%
Jun 2002XMVM vs QRSVX
Columbia Small Cap Value Fund ISmall Cap Value Equities
60
14.05%
Jul 1986XMVM vs CSMIX
Fidelity Value Factor ETFLarge Cap Value Equities
79
11.14%
1.21BSep 2016XMVM vs FVAL
First Trust Dow Jones Select MicroCap Index FundSmall Cap Blend Equities
47
7.48%
249.03MSep 2005XMVM vs FDM
Thrivent Mid Cap Value ETFMid Cap Value Equities
14.73%
Feb 2020XMVM vs TMVE
Franklin Small Cap Value FundSmall Cap Value Equities
43
17.09%
Mar 1996XMVM vs FRVLX
Invesco S&P SmallCap Value with Momentum ETFMomentum, Small Cap Value Equities
58
16.87%
607.31MMar 2005XMVM vs XSVM
VictoryShares US Small Mid Cap Value Momentum ETFMomentum, Small Cap Value Equities
65
15.26%
1.62BOct 2017XMVM vs USVM
Vanguard Small-Cap Value ETFSmall Cap Value Equities
52
11.67%
64.90BJan 2004XMVM vs VBR

Compare XMVM with Any Fund or Stock

Compare XMVM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair XMVM with funds that move differently

Invesco S&P MidCap Value with Momentum ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XMVM.

Explore XMVM Diversifiers