FLVCX vs. XMMO
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and Invesco S&P MidCap Momentum ETF (XMMO).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. XMMO is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Mar 3, 2005.
Performance
FLVCX vs. XMMO - Performance Comparison
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FLVCX vs. XMMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | -7.01% | 20.34% | 26.95% | 26.10% | -22.99% | 26.08% | 26.74% | 35.60% | -16.43% | 20.92% |
XMMO Invesco S&P MidCap Momentum ETF | 4.93% | 13.04% | 38.03% | 20.39% | -16.02% | 16.69% | 29.17% | 36.78% | 6.12% | 37.18% |
Returns By Period
In the year-to-date period, FLVCX achieves a -7.01% return, which is significantly lower than XMMO's 4.93% return. Over the past 10 years, FLVCX has underperformed XMMO with an annualized return of 12.73%, while XMMO has yielded a comparatively higher 18.19% annualized return.
FLVCX
- 1D
- -2.55%
- 1M
- -11.46%
- YTD
- -7.01%
- 6M
- -6.89%
- 1Y
- 25.63%
- 3Y*
- 18.63%
- 5Y*
- 9.69%
- 10Y*
- 12.73%
XMMO
- 1D
- 4.31%
- 1M
- -3.18%
- YTD
- 4.93%
- 6M
- 7.61%
- 1Y
- 28.46%
- 3Y*
- 25.08%
- 5Y*
- 12.21%
- 10Y*
- 18.19%
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FLVCX vs. XMMO - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Return for Risk
FLVCX vs. XMMO — Risk / Return Rank
FLVCX
XMMO
FLVCX vs. XMMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and Invesco S&P MidCap Momentum ETF (XMMO). 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.
| FLVCX | XMMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.30 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.86 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.26 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.28 | -0.74 |
Martin ratioReturn relative to average drawdown | 5.56 | 10.83 | -5.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLVCX | XMMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.30 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.58 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.83 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.54 | -0.04 |
Correlation
The correlation between FLVCX and XMMO is 0.86, 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.
Dividends
FLVCX vs. XMMO - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 5.08%, more than XMMO's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 5.08% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
XMMO Invesco S&P MidCap Momentum ETF | 0.71% | 0.78% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% |
Drawdowns
FLVCX vs. XMMO - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -70.02%, which is greater than XMMO's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for FLVCX and XMMO.
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Drawdown Indicators
| FLVCX | XMMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -55.37% | -14.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.81% | -1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -27.91% | -0.63% |
Max Drawdown (10Y)Largest decline over 10 years | -44.14% | -36.74% | -7.40% |
Current DrawdownCurrent decline from peak | -13.06% | -4.39% | -8.67% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -9.52% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 2.69% | +1.26% |
Volatility
FLVCX vs. XMMO - Volatility Comparison
The current volatility for Fidelity Leveraged Company Stock Fund (FLVCX) is 8.24%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 9.07%. This indicates that FLVCX experiences smaller price fluctuations and is considered to be less risky than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLVCX | XMMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 9.07% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 14.28% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.02% | 21.97% | +5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 21.26% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.22% | 22.11% | +1.11% |