EWMC vs. VLU
Compare and contrast key facts about Invesco S&P MidCap 400® Equal Weight ETF (EWMC) and SPDR S&P 1500 Value Tilt ETF (VLU).
EWMC and VLU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWMC is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Equal Weight Index. It was launched on Dec 8, 2010. VLU is a passively managed fund by State Street that tracks the performance of the S&P 1500 Low Valuation Tilt Index. It was launched on Oct 24, 2012. Both EWMC and VLU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWMC or VLU.
Performance
EWMC vs. VLU - Performance Comparison
Returns By Period
EWMC
N/A
N/A
N/A
N/A
N/A
N/A
VLU
20.34%
1.31%
10.15%
28.87%
14.11%
14.46%
Key characteristics
| EWMC | VLU |
|---|
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EWMC vs. VLU - Expense Ratio Comparison
EWMC has a 0.40% expense ratio, which is higher than VLU's 0.12% expense ratio.
Correlation
The correlation between EWMC and VLU is 0.67, 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.
Risk-Adjusted Performance
EWMC vs. VLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400® Equal Weight ETF (EWMC) and SPDR S&P 1500 Value Tilt ETF (VLU). 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
EWMC vs. VLU - Dividend Comparison
EWMC has not paid dividends to shareholders, while VLU's dividend yield for the trailing twelve months is around 1.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWMC Invesco S&P MidCap 400® Equal Weight ETF | 0.76% | 0.96% | 0.11% | 0.92% | 1.16% | 1.25% | 0.75% | 1.14% | 0.03% | 1.43% | 1.28% | 1.01% |
VLU SPDR S&P 1500 Value Tilt ETF | 1.86% | 2.02% | 2.16% | 1.86% | 1.98% | 2.19% | 2.57% | 1.95% | 2.14% | 6.37% | 5.42% | 3.41% |
Drawdowns
EWMC vs. VLU - Drawdown Comparison
Volatility
EWMC vs. VLU - Volatility Comparison
The current volatility for Invesco S&P MidCap 400® Equal Weight ETF (EWMC) is 0.00%, while SPDR S&P 1500 Value Tilt ETF (VLU) has a volatility of 4.19%. This indicates that EWMC experiences smaller price fluctuations and is considered to be less risky than VLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.