BFTR vs. XSVM
Compare and contrast key facts about Future Innovators ETF (BFTR) and Invesco S&P SmallCap Value with Momentum ETF (XSVM).
BFTR and XSVM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BFTR is an actively managed fund by Blackrock Financial Management. It was launched on Sep 29, 2020. XSVM 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: BFTR or XSVM.
Key characteristics
| BFTR | XSVM |
|---|
Correlation
The correlation between BFTR and XSVM is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BFTR vs. XSVM - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BFTR vs. XSVM - Expense Ratio Comparison
BFTR has a 0.80% expense ratio, which is higher than XSVM's 0.39% expense ratio.
Risk-Adjusted Performance
BFTR vs. XSVM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Future Innovators ETF (BFTR) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). 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
BFTR vs. XSVM - Dividend Comparison
BFTR has not paid dividends to shareholders, while XSVM's dividend yield for the trailing twelve months is around 1.49%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFTR Future Innovators 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% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 1.49% | 1.31% | 1.79% | 1.23% | 1.21% | 1.21% | 2.54% | 1.90% | 2.29% | 2.68% | 1.31% | 1.15% |
Drawdowns
BFTR vs. XSVM - Drawdown Comparison
Volatility
BFTR vs. XSVM - Volatility Comparison
The current volatility for Future Innovators ETF (BFTR) is 0.00%, while Invesco S&P SmallCap Value with Momentum ETF (XSVM) has a volatility of 5.47%. This indicates that BFTR experiences smaller price fluctuations and is considered to be less risky than XSVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.