HCMPX vs. XMMO
Compare and contrast key facts about HCM Dividend Sector Plus Fund (HCMPX) and Invesco S&P MidCap Momentum ETF (XMMO).
HCMPX is managed by Howard Capital Management. It was launched on Mar 10, 2015. 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
HCMPX vs. XMMO - Performance Comparison
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HCMPX vs. XMMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCMPX HCM Dividend Sector Plus Fund | -5.93% | 15.92% | 43.56% | 16.87% | -22.96% | 36.55% | 27.80% | 24.02% | -14.61% | 17.02% |
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, HCMPX achieves a -5.93% return, which is significantly lower than XMMO's 4.93% return. Over the past 10 years, HCMPX has underperformed XMMO with an annualized return of 13.89%, while XMMO has yielded a comparatively higher 18.19% annualized return.
HCMPX
- 1D
- -0.10%
- 1M
- -7.28%
- YTD
- -5.93%
- 6M
- -3.57%
- 1Y
- 19.80%
- 3Y*
- 21.93%
- 5Y*
- 12.23%
- 10Y*
- 13.89%
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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HCMPX vs. XMMO - Expense Ratio Comparison
HCMPX has a 2.38% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Return for Risk
HCMPX vs. XMMO — Risk / Return Rank
HCMPX
XMMO
HCMPX vs. XMMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) 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.
| HCMPX | XMMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.30 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.86 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.28 | -0.72 |
Martin ratioReturn relative to average drawdown | 5.77 | 10.83 | -5.06 |
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
| HCMPX | XMMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.30 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.58 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.83 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.54 | +0.10 |
Correlation
The correlation between HCMPX and XMMO is 0.75, 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
HCMPX vs. XMMO - Dividend Comparison
HCMPX's dividend yield for the trailing twelve months is around 0.46%, less than XMMO's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMPX HCM Dividend Sector Plus Fund | 0.46% | 0.43% | 29.52% | 5.15% | 8.57% | 0.00% | 0.00% | 0.15% | 12.87% | 8.64% | 4.18% | 2.18% |
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
HCMPX vs. XMMO - Drawdown Comparison
The maximum HCMPX drawdown since its inception was -28.88%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for HCMPX and XMMO.
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Drawdown Indicators
| HCMPX | XMMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.88% | -55.37% | +26.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -12.81% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -26.86% | -27.91% | +1.05% |
Max Drawdown (10Y)Largest decline over 10 years | -28.88% | -36.74% | +7.86% |
Current DrawdownCurrent decline from peak | -9.15% | -4.39% | -4.76% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -9.52% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.69% | +0.13% |
Volatility
HCMPX vs. XMMO - Volatility Comparison
The current volatility for HCM Dividend Sector Plus Fund (HCMPX) is 5.73%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 9.07%. This indicates that HCMPX 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
| HCMPX | XMMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 9.07% | -3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 14.28% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 21.97% | -3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 21.26% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 22.11% | -1.90% |