AVUV vs. XSMO
Compare and contrast key facts about Avantis U.S. Small Cap Value ETF (AVUV) and Invesco S&P SmallCap Momentum ETF (XSMO).
AVUV and XSMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019. 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: AVUV or XSMO.
Correlation
The correlation between AVUV and XSMO is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AVUV vs. XSMO - Performance Comparison
Loading data...
Key characteristics
AVUV:
19.11%
XSMO:
25.16%
AVUV:
-0.50%
XSMO:
-58.07%
AVUV:
0.00%
XSMO:
-12.80%
Returns By Period
AVUV
N/A
N/A
N/A
N/A
N/A
N/A
XSMO
-3.01%
9.12%
-11.10%
6.37%
16.33%
10.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVUV vs. XSMO - Expense Ratio Comparison
AVUV has a 0.25% expense ratio, which is lower than XSMO's 0.39% expense ratio.
Risk-Adjusted Performance
AVUV vs. XSMO — Risk-Adjusted Performance Rank
AVUV
XSMO
AVUV vs. XSMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value ETF (AVUV) 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.
Loading data...
Dividends
AVUV vs. XSMO - Dividend Comparison
AVUV 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis U.S. Small Cap Value ETF | 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
AVUV vs. XSMO - Drawdown Comparison
The maximum AVUV drawdown since its inception was -0.50%, smaller than the maximum XSMO drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for AVUV and XSMO. For additional features, visit the drawdowns tool.
Loading data...
Volatility
AVUV vs. XSMO - Volatility Comparison
Loading data...