ADUS vs. XSMO
Compare and contrast key facts about Addus HomeCare Corporation (ADUS) and Invesco S&P SmallCap Momentum ETF (XSMO).
XSMO is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADUS or XSMO.
Correlation
The correlation between ADUS and XSMO is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ADUS vs. XSMO - Performance Comparison
Key characteristics
ADUS:
0.32
XSMO:
0.45
ADUS:
0.63
XSMO:
0.83
ADUS:
1.08
XSMO:
1.10
ADUS:
0.27
XSMO:
0.46
ADUS:
0.68
XSMO:
1.33
ADUS:
13.47%
XSMO:
8.56%
ADUS:
29.01%
XSMO:
25.27%
ADUS:
-70.37%
XSMO:
-58.07%
ADUS:
-22.75%
XSMO:
-13.13%
Returns By Period
In the year-to-date period, ADUS achieves a -16.23% return, which is significantly lower than XSMO's -3.37% return. Over the past 10 years, ADUS has outperformed XSMO with an annualized return of 14.77%, while XSMO has yielded a comparatively lower 10.51% annualized return.
ADUS
-16.23%
4.68%
-16.84%
6.92%
3.46%
14.77%
XSMO
-3.37%
12.17%
-2.08%
7.86%
15.87%
10.51%
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Risk-Adjusted Performance
ADUS vs. XSMO — Risk-Adjusted Performance Rank
ADUS
XSMO
ADUS vs. XSMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Addus HomeCare Corporation (ADUS) and Invesco S&P SmallCap Momentum ETF (XSMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ADUS vs. XSMO - Dividend Comparison
ADUS has not paid dividends to shareholders, while XSMO's dividend yield for the trailing twelve months is around 0.86%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ADUS Addus HomeCare Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSMO Invesco S&P SmallCap Momentum ETF | 0.86% | 0.63% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.65% | 0.28% | 0.30% | 0.35% | 1.31% |
Drawdowns
ADUS vs. XSMO - Drawdown Comparison
The maximum ADUS drawdown since its inception was -70.37%, which is greater than XSMO's maximum drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for ADUS and XSMO. For additional features, visit the drawdowns tool.
Volatility
ADUS vs. XSMO - Volatility Comparison
The current volatility for Addus HomeCare Corporation (ADUS) is 9.01%, while Invesco S&P SmallCap Momentum ETF (XSMO) has a volatility of 14.12%. This indicates that ADUS experiences smaller price fluctuations and is considered to be less risky than XSMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.