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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 65. There are 18 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 87.


Top Performing XMVM Alternatives (YTD)

XMVM is at 10.77% YTD. There are 33 ETFs in the Momentum category with higher YTD returns, going as high as 69.43%.


Lowest Volatility Alternatives to XMVM

XMVM has 15.26% 1-year volatility. There are 14 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.92%.


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 13 categories. AUM among these funds goes as high as $493B.


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
75
20.76%
26.41BSep 2019XMVM vs AVUV
SPDR S&P MidCap 400 ETFMid Cap Blend Equities
52
14.41%
26.99BMay 1995XMVM vs MDY
Invesco S&P MidCap 400® Pure Value ETFSmall Cap Value Equities
36
12.16%
321.20MMar 2006XMVM vs RFV
Invesco S&P MidCap 400 Revenue ETFSmall Cap Blend Equities
48
13.93%
1.38BFeb 2008XMVM vs RWK
Cambria Shareholder Yield ETFMid Cap Value Equities, Dividend
55
14.05%
941.11MMay 2013XMVM vs SYLD
SPDR S&P 400 Mid Cap Value ETFMid Cap Value Equities
41
10.67%
2.60BNov 2005XMVM vs MDYV
SPDR S&P 400 Mid Cap Growth ETFMid Cap Growth Equities
57
18.55%
2.95BNov 2005XMVM vs MDYG
Schwab U.S. Dividend Equity ETFDividend
77
17.72%
99.95BOct 2011XMVM vs SCHD
Vanguard S&P 500 ETFS&P 500
59
8.19%
1.70TSep 2010XMVM vs VOO
Vanguard Total Stock Market ETFLarge Cap Blend Equities
59
8.82%
2.30TMay 2001XMVM vs VTI
Heartland Value FundSmall Cap Value Equities
82
21.79%
Dec 1984XMVM vs HRTVX
FPA Queens Road Small Cap Value Fund Investor Clas...Small Cap Value Equities
87
26.22%
Jun 2002XMVM vs QRSVX
Columbia Small Cap Value Fund ISmall Cap Value Equities
59
15.08%
Jul 1986XMVM vs CSMIX
First Trust Dow Jones Select MicroCap Index FundSmall Cap Blend Equities
55
13.86%
255.53MSep 2005XMVM vs FDM
Fidelity Value Factor ETFLarge Cap Value Equities
68
7.62%
1.28BSep 2016XMVM vs FVAL
Franklin Small Cap Value FundSmall Cap Value Equities
55
19.75%
Mar 1996XMVM vs FRVLX
Thrivent Mid Cap Value ETFMid Cap Value Equities
17.39%
Feb 2020XMVM vs TMVE
Invesco S&P SmallCap Value with Momentum ETFMomentum, Small Cap Value Equities
67
20.98%
628.30MMar 2005XMVM vs XSVM
Vanguard Small-Cap Value ETFSmall Cap Value Equities
55
13.29%
65.50BJan 2004XMVM vs VBR
VictoryShares US Small Mid Cap Value Momentum ETFMomentum, Small Cap Value Equities
75
18.75%
1.68BOct 2017XMVM vs USVM

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