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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 21 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 92. There are 3 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 95.


Top Performing XMVM Alternatives (YTD)

XMVM is at 18.13% YTD. There are 18 ETFs in the Momentum category with higher YTD returns, going as high as 44.44%.


Lowest Volatility Alternatives to XMVM

XMVM has 14.72% 1-year volatility. There are 11 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.77%.


Lowest Drawdown Alternatives to XMVM

XMVM has a 1-year max drawdown of -9.18%. There are 6 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 14 categories. AUM among these funds goes as high as $453B.


Often Compared With XMVM

Investors most often compare XMVM with AVUV, MDY, RFV. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Avantis US Small Cap Value ETFSmall Cap Value Equities
93
25.35%
30.19BSep 2019XMVM vs AVUV
SPDR S&P MidCap 400 ETFMid Cap Blend Equities
69
15.62%
26.49BMay 1995XMVM vs MDY
Invesco S&P MidCap 400® Pure Value ETFMid Cap Value Equities
66
18.18%
335.82MMar 2006XMVM vs RFV
Invesco S&P MidCap 400 Revenue ETFSmall Cap Blend Equities
76
19.30%
1.32BFeb 2008XMVM vs RWK
Cambria Shareholder Yield ETFMid Cap Value Equities, Dividend
91
22.49%
994.52MMay 2013XMVM vs SYLD
SPDR S&P 400 Mid Cap Growth ETFMid Cap Growth Equities
61
17.38%
2.81BNov 2005XMVM vs MDYG
SPDR S&P 400 Mid Cap Value ETFMid Cap Value Equities
66
14.33%
2.78BNov 2005XMVM vs MDYV
Schwab U.S. Dividend Equity ETFDividend
95
24.36%
104.16BOct 2011XMVM vs SCHD
Vanguard S&P 500 ETFS&P 500
78
11.72%
1.70TSep 2010XMVM vs VOO
Vanguard Total Stock Market ETFLarge Cap Blend Equities
78
12.18%
2.30TMay 2001XMVM vs VTI
Heartland Value FundSmall Cap Value Equities
91
24.25%
Dec 1984XMVM vs HRTVX
FPA Queens Road Small Cap Value Fund Investor Clas...Small Cap Value Equities
87
26.17%
Jun 2002XMVM vs QRSVX
Columbia Small Cap Value Fund ISmall Cap Value Equities
66
12.89%
Jul 1986XMVM vs CSMIX
Fidelity Value Factor ETFLarge Cap Value Equities
90
13.79%
1.25BSep 2016XMVM vs FVAL
First Trust Dow Jones Select MicroCap Index FundSmall Cap Blend Equities
85
17.92%
261.50MSep 2005XMVM vs FDM
Thrivent Mid Cap Value ETFMid Cap Value Equities
18.65%
Feb 2020XMVM vs TMVE
Franklin Small Cap Value FundSmall Cap Value Equities
71
22.60%
Mar 1996XMVM vs FRVLX
First Trust Mid Cap Value AlphaDEX FundSmall Cap Value Equities
73
15.77%
228.06MApr 2011XMVM vs FNK
Gotham 1000 Value ETFMid Cap Value Equities
82
14.14%
204.40MJun 2022XMVM vs GVLU
Vanguard Small-Cap Value ETFSmall Cap Value Equities
84
18.17%
67.80BJan 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