ISMD vs. XMMO
Compare and contrast key facts about Inspire Small/Mid Cap Impact ETF (ISMD) and Invesco S&P MidCap Momentum ETF (XMMO).
ISMD and XMMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISMD is a passively managed fund by Inspire that tracks the performance of the Inspire Small/Mid Cap Impact Equal Weight Index. It was launched on Feb 28, 2017. 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. Both ISMD and XMMO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISMD or XMMO.
Key characteristics
| ISMD | XMMO | |
|---|---|---|
| YTD Return | 7.83% | 30.04% |
| 1Y Return | 18.85% | 43.25% |
| 3Y Return (Ann) | 5.93% | 11.77% |
| 5Y Return (Ann) | 9.58% | 15.78% |
| Sharpe Ratio | 1.04 | 2.20 |
| Daily Std Dev | 19.80% | 20.23% |
| Max Drawdown | -43.58% | -55.37% |
| Current Drawdown | -3.22% | -3.39% |
Correlation
The correlation between ISMD and XMMO is 0.77, 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
ISMD vs. XMMO - Performance Comparison
In the year-to-date period, ISMD achieves a 7.83% return, which is significantly lower than XMMO's 30.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ISMD vs. XMMO - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
ISMD vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) 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
ISMD vs. XMMO - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.25%, more than XMMO's 0.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 1.25% | 1.17% | 1.28% | 9.35% | 0.99% | 0.88% | 3.33% | 1.98% | 0.00% | 0.00% | 0.00% | 0.00% |
XMMO Invesco S&P MidCap Momentum ETF | 0.37% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% | 1.30% |
Drawdowns
ISMD vs. XMMO - Drawdown Comparison
The maximum ISMD drawdown since its inception was -43.58%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for ISMD and XMMO. For additional features, visit the drawdowns tool.
Volatility
ISMD vs. XMMO - Volatility Comparison
The current volatility for Inspire Small/Mid Cap Impact ETF (ISMD) is 6.25%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 6.78%. This indicates that ISMD 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.