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 0.77, 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
BOSOX vs. SPMO - Performance Comparison
Key characteristics
BOSOX:
0.05
SPMO:
1.20
BOSOX:
0.22
SPMO:
1.72
BOSOX:
1.03
SPMO:
1.25
BOSOX:
0.04
SPMO:
1.47
BOSOX:
0.10
SPMO:
5.37
BOSOX:
10.19%
SPMO:
5.52%
BOSOX:
20.75%
SPMO:
24.78%
BOSOX:
-53.78%
SPMO:
-30.95%
BOSOX:
-18.62%
SPMO:
-5.11%
Returns By Period
In the year-to-date period, BOSOX achieves a -5.77% return, which is significantly lower than SPMO's 3.13% return.
BOSOX
-5.77%
-2.47%
-9.99%
-0.49%
8.88%
1.85%
SPMO
3.13%
3.89%
7.40%
28.75%
21.58%
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 0.54%, more than SPMO's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 0.54% | 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 | 0.52% | 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 11.73%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 16.75%. 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.