BOSOX vs. SPMO
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and Invesco S&P 500® Momentum ETF (SPMO).
BOSOX is managed by Boston Trust Walden. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOSOX or SPMO.
Correlation
The correlation between BOSOX and SPMO is 0.56, 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
BOSOX vs. SPMO - Performance Comparison
Key characteristics
BOSOX:
-0.42
SPMO:
0.16
BOSOX:
-0.46
SPMO:
0.34
BOSOX:
0.94
SPMO:
1.05
BOSOX:
-0.33
SPMO:
0.17
BOSOX:
-0.95
SPMO:
0.75
BOSOX:
8.27%
SPMO:
4.48%
BOSOX:
18.74%
SPMO:
21.34%
BOSOX:
-53.78%
SPMO:
-30.95%
BOSOX:
-23.70%
SPMO:
-20.13%
Returns By Period
In the year-to-date period, BOSOX achieves a -11.65% return, which is significantly higher than SPMO's -13.19% return.
BOSOX
-11.65%
-10.06%
-15.52%
-7.51%
8.76%
0.90%
SPMO
-13.19%
-12.76%
-9.87%
2.89%
18.75%
N/A
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BOSOX vs. SPMO - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Risk-Adjusted Performance
BOSOX vs. SPMO — Risk-Adjusted Performance Rank
BOSOX
SPMO
BOSOX vs. SPMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and Invesco S&P 500® Momentum ETF (SPMO). 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
BOSOX vs. SPMO - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 0.58%, less than SPMO's 0.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 0.58% | 0.51% | 0.46% | 0.35% | 0.28% | 0.50% | 0.46% | 0.56% | 0.55% | 0.96% | 0.48% | 0.09% |
SPMO Invesco S&P 500® Momentum ETF | 0.62% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% | 0.00% |
Drawdowns
BOSOX vs. SPMO - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -53.78%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for BOSOX and SPMO. For additional features, visit the drawdowns tool.
Volatility
BOSOX vs. SPMO - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 8.12%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 11.30%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.