HDPBX vs. XMMO
Compare and contrast key facts about Hodges Blue Chip Equity Income Fund (HDPBX) and Invesco S&P MidCap Momentum ETF (XMMO).
HDPBX is managed by Hodges. It was launched on Sep 10, 2009. 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: HDPBX or XMMO.
Correlation
The correlation between HDPBX and XMMO is 0.83, 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
HDPBX vs. XMMO - Performance Comparison
Key characteristics
HDPBX:
0.09
XMMO:
0.16
HDPBX:
0.27
XMMO:
0.40
HDPBX:
1.05
XMMO:
1.05
HDPBX:
0.08
XMMO:
0.16
HDPBX:
0.22
XMMO:
0.50
HDPBX:
9.79%
XMMO:
7.97%
HDPBX:
24.39%
XMMO:
24.45%
HDPBX:
-37.07%
XMMO:
-55.37%
HDPBX:
-18.89%
XMMO:
-16.04%
Returns By Period
In the year-to-date period, HDPBX achieves a -4.67% return, which is significantly higher than XMMO's -7.46% return. Over the past 10 years, HDPBX has underperformed XMMO with an annualized return of 4.63%, while XMMO has yielded a comparatively higher 14.08% annualized return.
HDPBX
-4.67%
-2.95%
-13.39%
2.39%
10.11%
4.63%
XMMO
-7.46%
-2.25%
-5.15%
4.54%
17.82%
14.08%
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HDPBX vs. XMMO - Expense Ratio Comparison
HDPBX has a 1.30% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
HDPBX vs. XMMO — Risk-Adjusted Performance Rank
HDPBX
XMMO
HDPBX vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hodges Blue Chip Equity Income Fund (HDPBX) 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
HDPBX vs. XMMO - Dividend Comparison
HDPBX's dividend yield for the trailing twelve months is around 0.56%, more than XMMO's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDPBX Hodges Blue Chip Equity Income Fund | 0.56% | 0.55% | 0.90% | 0.67% | 0.53% | 0.75% | 0.75% | 1.01% | 0.92% | 1.01% | 0.11% | 0.21% |
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
HDPBX vs. XMMO - Drawdown Comparison
The maximum HDPBX drawdown since its inception was -37.07%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for HDPBX and XMMO. For additional features, visit the drawdowns tool.
Volatility
HDPBX vs. XMMO - Volatility Comparison
Hodges Blue Chip Equity Income Fund (HDPBX) has a higher volatility of 16.10% compared to Invesco S&P MidCap Momentum ETF (XMMO) at 14.77%. This indicates that HDPBX's price experiences larger fluctuations and is considered to be riskier than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.