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MFMO vs. SMOM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MFMO vs. SMOM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Momentum Factor ETF (MFMO) and Symmetry Panoramic Sector Momentum ETF (SMOM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MFMO achieves a 25.49% return, which is significantly higher than SMOM's 9.82% return.


MFMO

1D
0.71%
1M
11.78%
YTD
25.49%
6M
1Y
3Y*
5Y*
10Y*

SMOM

1D
0.27%
1M
5.93%
YTD
9.82%
6M
10.58%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MFMO vs. SMOM - Yearly Performance Comparison


Correlation

The correlation between MFMO and SMOM is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 10, 2025

0.85

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Return for Risk

MFMO vs. SMOM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Momentum Factor ETF (MFMO) and Symmetry Panoramic Sector Momentum ETF (SMOM). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MFMO vs. SMOM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MFMOSMOMDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.24

1.45

+0.80

Drawdowns

MFMO vs. SMOM - Drawdown Comparison

The maximum MFMO drawdown since its inception was -12.05%, which is greater than SMOM's maximum drawdown of -7.45%. Use the drawdown chart below to compare losses from any high point for MFMO and SMOM.


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Drawdown Indicators


MFMOSMOMDifference

Max Drawdown

Largest peak-to-trough decline

-12.05%

-7.45%

-4.60%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-2.42%

-1.48%

-0.94%

Volatility

MFMO vs. SMOM - Volatility Comparison


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Volatility by Period


MFMOSMOMDifference

Volatility (1Y)

Calculated over the trailing 1-year period

24.50%

12.62%

+11.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.50%

12.62%

+11.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.50%

12.62%

+11.88%

MFMO vs. SMOM - Expense Ratio Comparison

MFMO has a 0.50% expense ratio, which is lower than SMOM's 0.63% expense ratio.


Dividends

MFMO vs. SMOM - Dividend Comparison

MFMO has not paid dividends to shareholders, while SMOM's dividend yield for the trailing twelve months is around 0.15%.


Frequently Asked Questions


MFMO and SMOM have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MFMO is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MFMO is cheaper with a 0.50% expense ratio, compared with 0.63% for SMOM.

SMOM has the higher dividend yield at 0.15%, compared with 0.00% for MFMO.

MFMO is categorized as Momentum, while SMOM is Large Cap Blend Equities. They also come from different issuers: Motley Fool and Symmetry Partners. Their fees differ too: 0.50% for MFMO and 0.63% for SMOM.

Portfolio Optimizer

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