Invesco S&P SmallCap Momentum ETF (XSMO) 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 XSMO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to XSMO
XSMO charges 0.36% annually. There are 17 ETFs in the Momentum category with lower expense ratios, going as low as 0.12%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR S&P 1500 Momentum Tilt ETF | 0.12% | 163.90M | Oct 2012 | XSMO vs MMTM | |
| JPMorgan U.S. Momentum Factor ETF | 0.12% | 2.51B | Nov 2017 | XSMO vs JMOM | |
| Vanguard U.S. Momentum Factor ETF | 0.13% | 1.70B | Feb 2018 | XSMO vs VFMO | |
| Invesco S&P 500 Momentum ETF | 0.13% | 22.01B | Oct 2015 | XSMO vs SPMO | |
| SEI Enhanced US Large Cap Momentum Factor ETF | 0.15% | 989.57M | May 2022 | XSMO vs SEIM |
Best Risk-Adjusted Alternatives to XSMO
XSMO has a PortfoliosLab risk / return rank of 61. There are 19 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 92 | 261.13M | Oct 2017 | XSMO vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | 90 | 117.88M | Jun 2011 | XSMO vs SPVM | |
| Invesco DWA Healthcare Momentum ETF | 88 | 169.34M | Oct 2006 | XSMO vs PTH | |
| Invesco DWA Emerging Markets Momentum ETF | 88 | 262.88M | Dec 2007 | XSMO vs PIE | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 84 | 1.73B | Oct 2017 | XSMO vs USVM |
Top Performing XSMO Alternatives (YTD)
XSMO is at 22.02% YTD. There are 10 ETFs in the Momentum category with higher YTD returns, going as high as 52.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN | 52.05% | 9.04M | Feb 2021 | XSMO vs MTUL | |
| ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 49.46% | 81.18M | May 2021 | XSMO vs QQQA | |
| Invesco Dorsey Wright Technology Momentum ETF | 42.60% | 752.12M | Oct 2006 | XSMO vs PTF | |
| Invesco DWA Emerging Markets Momentum ETF | 36.43% | 262.88M | Dec 2007 | XSMO vs PIE | |
| Invesco DWA Energy Momentum ETF | 29.02% | 64.78M | Oct 2006 | XSMO vs PXI |
Lowest Volatility Alternatives to XSMO
XSMO has 19.69% 1-year volatility. There are 27 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 10.83% | 261.13M | Oct 2017 | XSMO vs ULVM | |
| Cambria Value and Momentum ETF | 11.18% | 106.10M | Sep 2015 | XSMO vs VAMO | |
| Invesco S&P 500 Value with Momentum ETF | 11.48% | 117.88M | Jun 2011 | XSMO vs SPVM | |
| First Trust Dorsey Wright Momentum & Low Volatilit... | 11.69% | 72.37M | Sep 2018 | XSMO vs DVOL | |
| Symmetry Panoramic Sector Momentum ETF | 12.55% | 43.72M | Sep 2025 | XSMO vs SMOM |
Lowest Drawdown Alternatives to XSMO
XSMO has a 1-year max drawdown of -8.89%. There are 7 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 | XSMO vs VAMO | |
| VictoryShares US Value Momentum ETF | -6.47% | 261.13M | Oct 2017 | XSMO vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | -6.57% | 117.88M | Jun 2011 | XSMO vs SPVM | |
| SPDR Russell 1000 Momentum Focus ETF | -7.37% | 28.92M | Dec 2015 | XSMO vs ONEO | |
| JPMorgan U.S. Momentum Factor ETF | -7.87% | 2.51B | Nov 2017 | XSMO 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 | 58 | 16.13% | 481.14B | Mar 1999 | XSMO vs QQQ | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 59 | 16.16% | 100.59B | Oct 2020 | XSMO vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 58 | 12.75% | 96.24B | Apr 2003 | XSMO vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 92 | 74.43% | 2.58B | Jun 2021 | XSMO vs SOXQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 40 | 3.75% | 10.85B | May 2005 | XSMO vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Blend Equities | 65 | 16.39% | 20.11B | Dec 2005 | XSMO vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Large Cap Value Equities | 37 | 11.46% | 3.29B | Oct 2012 | XSMO vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 50 | 14.98% | 7.45B | Mar 2005 | XSMO vs XMMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 35 | 9.54% | 8.22B | Oct 2005 | XSMO vs PPA | |
| Invesco S&P International Developed Momentum ETF | Momentum, Foreign Large Cap Equities | 43 | 7.79% | 3.99B | Feb 2012 | XSMO vs IDMO |
Often Compared With XSMO
Investors most often compare XSMO with AVUV, XSVM, DWAS. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare XSMO with Any Fund or Stock
Compare XSMO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XSMO with funds that move differently
Invesco S&P SmallCap Momentum ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XSMO.
Explore XSMO Diversifiers