GTSGX vs. XMMO
Compare and contrast key facts about Madison Mid Cap Fund (GTSGX) and Invesco S&P MidCap Momentum ETF (XMMO).
GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTSGX or XMMO.
Correlation
The correlation between GTSGX and XMMO is 0.87, 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
GTSGX vs. XMMO - Performance Comparison
Key characteristics
GTSGX:
-0.17
XMMO:
0.16
GTSGX:
-0.10
XMMO:
0.40
GTSGX:
0.99
XMMO:
1.05
GTSGX:
-0.14
XMMO:
0.16
GTSGX:
-0.41
XMMO:
0.50
GTSGX:
7.81%
XMMO:
7.97%
GTSGX:
19.37%
XMMO:
24.45%
GTSGX:
-38.26%
XMMO:
-55.37%
GTSGX:
-15.99%
XMMO:
-16.04%
Returns By Period
In the year-to-date period, GTSGX achieves a -5.20% return, which is significantly higher than XMMO's -7.46% return. Over the past 10 years, GTSGX has underperformed XMMO with an annualized return of 5.71%, while XMMO has yielded a comparatively higher 14.08% annualized return.
GTSGX
-5.20%
-2.21%
-10.14%
-2.75%
10.87%
5.71%
XMMO
-7.46%
-2.25%
-5.15%
4.54%
17.82%
14.08%
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GTSGX vs. XMMO - Expense Ratio Comparison
GTSGX has a 0.95% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
GTSGX vs. XMMO — Risk-Adjusted Performance Rank
GTSGX
XMMO
GTSGX vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) 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.
Dividends
GTSGX vs. XMMO - Dividend Comparison
GTSGX's dividend yield for the trailing twelve months is around 0.79%, more than XMMO's 0.54% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | 0.79% | 0.75% | 0.13% | 0.00% | 0.03% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% |
XMMO Invesco S&P MidCap Momentum ETF | 0.54% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
Drawdowns
GTSGX vs. XMMO - Drawdown Comparison
The maximum GTSGX drawdown since its inception was -38.26%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for GTSGX and XMMO. For additional features, visit the drawdowns tool.
Volatility
GTSGX vs. XMMO - Volatility Comparison
The current volatility for Madison Mid Cap Fund (GTSGX) is 12.53%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 14.77%. This indicates that GTSGX 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.