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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan U.S. Momentum Factor ETF | 0.12% | 2.51B | Nov 2017 | XMVM vs JMOM | |
| SPDR S&P 1500 Momentum Tilt ETF | 0.12% | 163.90M | Oct 2012 | XMVM vs MMTM | |
| Vanguard U.S. Momentum Factor ETF | 0.13% | 1.70B | Feb 2018 | XMVM vs VFMO | |
| Invesco S&P 500 Momentum ETF | 0.13% | 22.01B | Oct 2015 | XMVM vs SPMO | |
| iShares MSCI USA Momentum Factor ETF | 0.15% | 27.36B | Apr 2013 | XMVM vs MTUM |
Best Risk-Adjusted Alternatives to XMVM
XMVM has a PortfoliosLab risk / return rank of 73. There are 10 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 91 | 261.13M | Oct 2017 | XMVM vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | 89 | 117.88M | Jun 2011 | XMVM vs SPVM | |
| Invesco DWA Healthcare Momentum ETF | 87 | 169.34M | Oct 2006 | XMVM vs PTH | |
| Invesco DWA Emerging Markets Momentum ETF | 87 | 262.88M | Dec 2007 | XMVM vs PIE | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 83 | 1.73B | Oct 2017 | XMVM vs USVM |
Top Performing XMVM Alternatives (YTD)
XMVM is at 13.92% YTD. There are 30 ETFs in the Momentum category with higher YTD returns, going as high as 57.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN | 57.61% | 9.04M | Feb 2021 | XMVM vs MTUL | |
| ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 52.29% | 81.18M | May 2021 | XMVM vs QQQA | |
| Invesco Dorsey Wright Technology Momentum ETF | 47.90% | 752.12M | Oct 2006 | XMVM vs PTF | |
| Invesco DWA Emerging Markets Momentum ETF | 36.00% | 262.88M | Dec 2007 | XMVM vs PIE | |
| Invesco DWA Industrials Momentum ETF | 31.17% | 444.50M | Oct 2006 | XMVM vs PRN |
Lowest Volatility Alternatives to XMVM
XMVM has 14.94% 1-year volatility. There are 12 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 10.81% | 261.13M | Oct 2017 | XMVM vs ULVM | |
| Cambria Value and Momentum ETF | 11.16% | 106.10M | Sep 2015 | XMVM vs VAMO | |
| Invesco S&P 500 Value with Momentum ETF | 11.46% | 117.88M | Jun 2011 | XMVM vs SPVM | |
| First Trust Dorsey Wright Momentum & Low Volatilit... | 11.67% | 72.37M | Sep 2018 | XMVM vs DVOL | |
| Symmetry Panoramic Sector Momentum ETF | 12.52% | 43.72M | Sep 2025 | XMVM vs SMOM |
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%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cambria Value and Momentum ETF | -5.55% | 106.10M | Sep 2015 | XMVM vs VAMO | |
| VictoryShares US Value Momentum ETF | -6.47% | 261.13M | Oct 2017 | XMVM vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | -6.57% | 117.88M | Jun 2011 | XMVM vs SPVM | |
| SPDR Russell 1000 Momentum Focus ETF | -7.37% | 28.92M | Dec 2015 | XMVM vs ONEO | |
| JPMorgan U.S. Momentum Factor ETF | -7.87% | 2.51B | Nov 2017 | XMVM vs JMOM |
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 $481B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 61 | 17.43% | 481.14B | Mar 1999 | XMVM vs QQQ | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 61 | 17.45% | 100.59B | Oct 2020 | XMVM vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 56 | 12.34% | 96.24B | Apr 2003 | XMVM vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 93 | 79.01% | 2.58B | Jun 2021 | XMVM vs SOXQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 41 | 4.48% | 10.85B | May 2005 | XMVM vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Blend Equities | 65 | 16.67% | 20.11B | Dec 2005 | XMVM vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Large Cap Value Equities | 36 | 11.04% | 3.29B | Oct 2012 | XMVM vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 51 | 16.50% | 7.45B | Mar 2005 | XMVM vs XMMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 32 | 9.74% | 8.22B | Oct 2005 | XMVM vs PPA | |
| Invesco S&P International Developed Momentum ETF | Momentum, Foreign Large Cap Equities | 45 | 9.24% | 3.99B | Feb 2012 | XMVM vs IDMO |
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.
Compare XMVM with Any Fund or Stock
Compare XMVM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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