BTSMX vs. XMHQ
Compare and contrast key facts about Boston Trust SMID Cap Fund (BTSMX) and Invesco S&P MidCap Quality ETF (XMHQ).
BTSMX is managed by Boston Trust Walden Funds. It was launched on Nov 30, 2011. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTSMX or XMHQ.
Correlation
The correlation between BTSMX and XMHQ is 0.76, 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
BTSMX vs. XMHQ - Performance Comparison
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Key characteristics
BTSMX:
0.04
XMHQ:
-0.30
BTSMX:
0.23
XMHQ:
-0.25
BTSMX:
1.03
XMHQ:
0.97
BTSMX:
0.06
XMHQ:
-0.26
BTSMX:
0.17
XMHQ:
-0.71
BTSMX:
7.24%
XMHQ:
8.89%
BTSMX:
18.01%
XMHQ:
22.65%
BTSMX:
-38.04%
XMHQ:
-58.19%
BTSMX:
-12.04%
XMHQ:
-12.57%
Returns By Period
In the year-to-date period, BTSMX achieves a -3.33% return, which is significantly lower than XMHQ's -3.09% return. Over the past 10 years, BTSMX has outperformed XMHQ with an annualized return of 20.44%, while XMHQ has yielded a comparatively lower 10.79% annualized return.
BTSMX
-3.33%
7.60%
-9.34%
0.75%
10.79%
20.44%
XMHQ
-3.09%
9.64%
-9.54%
-6.61%
16.74%
10.79%
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BTSMX vs. XMHQ - Expense Ratio Comparison
BTSMX has a 0.75% expense ratio, which is higher than XMHQ's 0.25% expense ratio.
Risk-Adjusted Performance
BTSMX vs. XMHQ — Risk-Adjusted Performance Rank
BTSMX
XMHQ
BTSMX vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust SMID Cap Fund (BTSMX) and Invesco S&P MidCap Quality ETF (XMHQ). 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.
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Dividends
BTSMX vs. XMHQ - Dividend Comparison
BTSMX's dividend yield for the trailing twelve months is around 0.88%, less than XMHQ's 5.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTSMX Boston Trust SMID Cap Fund | 0.88% | 0.85% | 0.71% | 1.01% | 0.76% | 0.64% | 98.22% | 0.78% | 0.47% | 1.13% | 0.33% | 0.04% |
XMHQ Invesco S&P MidCap Quality ETF | 5.36% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
BTSMX vs. XMHQ - Drawdown Comparison
The maximum BTSMX drawdown since its inception was -38.04%, smaller than the maximum XMHQ drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for BTSMX and XMHQ. For additional features, visit the drawdowns tool.
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Volatility
BTSMX vs. XMHQ - Volatility Comparison
The current volatility for Boston Trust SMID Cap Fund (BTSMX) is 6.33%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 6.81%. This indicates that BTSMX experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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