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 0.81, 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:
-0.85
XMMO:
-0.41
GTSGX:
-1.05
XMMO:
-0.41
GTSGX:
0.86
XMMO:
0.95
GTSGX:
-0.66
XMMO:
-0.37
GTSGX:
-2.17
XMMO:
-1.36
GTSGX:
6.65%
XMMO:
6.57%
GTSGX:
16.96%
XMMO:
22.04%
GTSGX:
-38.26%
XMMO:
-55.37%
GTSGX:
-21.78%
XMMO:
-23.98%
Returns By Period
In the year-to-date period, GTSGX achieves a -11.74% return, which is significantly higher than XMMO's -16.22% return. Over the past 10 years, GTSGX has underperformed XMMO with an annualized return of 4.93%, while XMMO has yielded a comparatively higher 12.96% annualized return.
GTSGX
-11.74%
-10.64%
-17.10%
-13.19%
11.88%
4.93%
XMMO
-16.22%
-12.42%
-14.36%
-7.67%
18.55%
12.96%
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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 0.84%, more than XMMO's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | 0.84% | 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 | 0.59% | 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 8.62%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 11.19%. 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.