LNT vs. XSMO
Compare and contrast key facts about Alliant Energy Corporation (LNT) and Invesco S&P SmallCap Momentum ETF (XSMO).
XSMO is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 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: LNT or XSMO.
Correlation
The correlation between LNT and XSMO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LNT vs. XSMO - Performance Comparison
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Key characteristics
LNT:
1.04
XSMO:
0.38
LNT:
1.48
XSMO:
0.80
LNT:
1.20
XSMO:
1.10
LNT:
1.11
XSMO:
0.44
LNT:
4.51
XSMO:
1.23
LNT:
4.48%
XSMO:
8.79%
LNT:
19.36%
XSMO:
25.33%
LNT:
-51.66%
XSMO:
-58.07%
LNT:
-9.12%
XSMO:
-10.25%
Returns By Period
In the year-to-date period, LNT achieves a 2.35% return, which is significantly higher than XSMO's -0.17% return. Both investments have delivered pretty close results over the past 10 years, with LNT having a 10.42% annualized return and XSMO not far ahead at 10.76%.
LNT
2.35%
-0.95%
1.02%
19.92%
8.83%
10.42%
XSMO
-0.17%
12.31%
-9.83%
9.48%
17.80%
10.76%
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Risk-Adjusted Performance
LNT vs. XSMO — Risk-Adjusted Performance Rank
LNT
XSMO
LNT vs. XSMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alliant Energy Corporation (LNT) and Invesco S&P SmallCap Momentum ETF (XSMO). 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
LNT vs. XSMO - Dividend Comparison
LNT's dividend yield for the trailing twelve months is around 3.32%, more than XSMO's 0.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNT Alliant Energy Corporation | 3.32% | 3.25% | 3.53% | 3.10% | 2.62% | 2.95% | 2.60% | 3.17% | 2.96% | 3.10% | 3.52% | 3.07% |
XSMO Invesco S&P SmallCap Momentum ETF | 0.84% | 0.63% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.65% | 0.28% | 0.30% | 0.35% | 1.31% |
Drawdowns
LNT vs. XSMO - Drawdown Comparison
The maximum LNT drawdown since its inception was -51.66%, smaller than the maximum XSMO drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for LNT and XSMO. For additional features, visit the drawdowns tool.
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Volatility
LNT vs. XSMO - Volatility Comparison
Alliant Energy Corporation (LNT) has a higher volatility of 6.87% compared to Invesco S&P SmallCap Momentum ETF (XSMO) at 5.98%. This indicates that LNT's price experiences larger fluctuations and is considered to be riskier than XSMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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