Invesco S&P SmallCap Value with Momentum ETF (XSVM) 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 XSVM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to XSVM
XSVM charges 0.37% annually. There are 19 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% | 2.50B | Nov 2017 | XSVM vs JMOM | |
| State Street SPDR S&P 1500 Momentum Tilt ETF | 0.12% | 158.22M | Oct 2012 | XSVM vs MMTM | |
| Vanguard U.S. Momentum Factor ETF | 0.13% | 2.00B | Feb 2018 | XSVM vs VFMO | |
| Invesco S&P 500 Momentum ETF | 0.13% | 21.05B | Oct 2015 | XSVM vs SPMO | |
| SEI Enhanced US Large Cap Momentum Factor ETF | 0.15% | 989.57M | May 2022 | XSVM vs SEIM |
Best Risk-Adjusted Alternatives to XSVM
XSVM has a PortfoliosLab risk / return rank of 91. There are 4 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 95 | 266.04M | Oct 2017 | XSVM vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | 94 | 130.46M | Jun 2011 | XSVM vs SPVM | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 93 | 1.77B | Oct 2017 | XSVM vs USVM | |
| Invesco S&P MidCap Value with Momentum ETF | 92 | 505.02M | Mar 2005 | XSVM vs XMVM | |
| Invesco DWA Healthcare Momentum ETF | 89 | 235.21M | Oct 2006 | XSVM vs PTH |
Top Performing XSVM Alternatives (YTD)
XSVM is at 27.31% YTD. There are 5 ETFs in the Momentum category with higher YTD returns, going as high as 44.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 44.44% | 69.09M | May 2021 | XSVM vs QQQA | |
| ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN | 39.46% | 8.12M | Feb 2021 | XSVM vs MTUL | |
| Invesco Dorsey Wright Technology Momentum ETF | 32.93% | 596.23M | Oct 2006 | XSVM vs PTF | |
| Invesco DWA Energy Momentum ETF | 30.24% | 52.45M | Oct 2006 | XSVM vs PXI | |
| Invesco DWA Emerging Markets Momentum ETF | 29.63% | 228.29M | Dec 2007 | XSVM vs PIE |
Lowest Volatility Alternatives to XSVM
XSVM has 17.83% 1-year volatility. There are 22 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares US Value Momentum ETF | 10.77% | 266.04M | Oct 2017 | XSVM vs ULVM | |
| Cambria Value and Momentum ETF | 10.97% | 108.69M | Sep 2015 | XSVM vs VAMO | |
| Invesco S&P 500 Value with Momentum ETF | 11.35% | 130.46M | Jun 2011 | XSVM vs SPVM | |
| First Trust Dorsey Wright Momentum & Low Volatilit... | 11.84% | 73.54M | Sep 2018 | XSVM vs DVOL | |
| Symmetry Panoramic Sector Momentum ETF | 12.40% | 43.72M | Sep 2025 | XSVM vs SMOM |
Lowest Drawdown Alternatives to XSVM
XSVM has a 1-year max drawdown of -10.08%. There are 13 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% | 108.69M | Sep 2015 | XSVM vs VAMO | |
| VictoryShares US Value Momentum ETF | -6.47% | 266.04M | Oct 2017 | XSVM vs ULVM | |
| Invesco S&P 500 Value with Momentum ETF | -6.57% | 130.46M | Jun 2011 | XSVM vs SPVM | |
| SPDR Russell 1000 Momentum Focus ETF | -7.37% | 29.12M | Dec 2015 | XSVM vs ONEO | |
| JPMorgan U.S. Momentum Factor ETF | -8.02% | 2.50B | Nov 2017 | XSVM vs JMOM |
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.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 58 | 14.23% | 452.80B | Mar 1999 | XSVM vs QQQ | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 59 | 14.26% | 97.11B | Oct 2020 | XSVM vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 79 | 14.26% | 96.96B | Apr 2003 | XSVM vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 88 | 61.64% | 2.58B | Jun 2021 | XSVM vs SOXQ | |
| Invesco S&P 500 Quality ETF | Quality Factor, S&P 500, Large Cap Blend Equities | 65 | 14.14% | 19.45B | Dec 2005 | XSVM vs SPHQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 45 | 4.68% | 10.56B | May 2005 | XSVM vs XLG | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Low Volatility | 55 | 12.76% | 4.04B | Oct 2012 | XSVM vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 44 | 13.32% | 7.18B | Mar 2005 | XSVM vs XMMO | |
| Invesco S&P International Developed Momentum ETF | Momentum, Foreign Large Cap Equities | 58 | 11.63% | 4.08B | Feb 2012 | XSVM vs IDMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 45 | 14.49% | 8.26B | Oct 2005 | XSVM vs PPA |
Often Compared With XSVM
Investors most often compare XSVM with XSMO, AVUV, RWJ. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare XSVM with Any Fund or Stock
Compare XSVM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XSVM with funds that move differently
Invesco S&P SmallCap Value with Momentum ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XSVM.
Explore XSVM Diversifiers