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.
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.
Performance
HDPBX vs. XMMO - Performance Comparison
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Key characteristics
HDPBX:
0.88
XMMO:
0.42
HDPBX:
1.27
XMMO:
0.59
HDPBX:
1.19
XMMO:
1.08
HDPBX:
0.89
XMMO:
0.30
HDPBX:
3.36
XMMO:
0.87
HDPBX:
5.55%
XMMO:
8.54%
HDPBX:
22.28%
XMMO:
24.59%
HDPBX:
-35.10%
XMMO:
-55.37%
HDPBX:
-4.25%
XMMO:
-8.49%
Returns By Period
In the year-to-date period, HDPBX achieves a 2.17% return, which is significantly higher than XMMO's 0.85% return. Over the past 10 years, HDPBX has underperformed XMMO with an annualized return of 12.60%, while XMMO has yielded a comparatively higher 15.13% annualized return.
HDPBX
2.17%
6.57%
-0.16%
19.52%
16.52%
17.40%
12.60%
XMMO
0.85%
7.44%
-7.44%
10.19%
15.96%
16.68%
15.13%
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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.
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Dividends
HDPBX vs. XMMO - Dividend Comparison
HDPBX's dividend yield for the trailing twelve months is around 13.68%, more than XMMO's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDPBX Hodges Blue Chip Equity Income Fund | 13.68% | 13.97% | 0.90% | 8.75% | 10.88% | 5.26% | 7.59% | 5.84% | 9.44% | 5.03% | 7.86% | 5.11% |
XMMO Invesco S&P MidCap Momentum ETF | 0.49% | 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 -35.10%, 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.
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Volatility
HDPBX vs. XMMO - Volatility Comparison
Hodges Blue Chip Equity Income Fund (HDPBX) has a higher volatility of 5.76% compared to Invesco S&P MidCap Momentum ETF (XMMO) at 5.28%. 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.
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