MMSC vs. XSVM
Compare and contrast key facts about First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) and Invesco S&P SmallCap Value with Momentum ETF (XSVM).
MMSC and XSVM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MMSC is an actively managed fund by First Trust. It was launched on Oct 13, 2021. XSVM 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: MMSC or XSVM.
Correlation
The correlation between MMSC and XSVM is 0.78, 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
MMSC vs. XSVM - Performance Comparison
Key characteristics
MMSC:
1.51
XSVM:
0.50
MMSC:
2.08
XSVM:
0.90
MMSC:
1.26
XSVM:
1.11
MMSC:
1.17
XSVM:
0.82
MMSC:
7.80
XSVM:
1.82
MMSC:
3.80%
XSVM:
6.02%
MMSC:
19.72%
XSVM:
21.75%
MMSC:
-40.82%
XSVM:
-62.57%
MMSC:
-5.25%
XSVM:
-8.78%
Returns By Period
In the year-to-date period, MMSC achieves a 4.00% return, which is significantly higher than XSVM's 1.14% return.
MMSC
4.00%
3.30%
11.55%
28.69%
N/A
N/A
XSVM
1.14%
0.96%
-0.83%
9.60%
12.12%
10.43%
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MMSC vs. XSVM - Expense Ratio Comparison
MMSC has a 0.95% expense ratio, which is higher than XSVM's 0.39% expense ratio.
Risk-Adjusted Performance
MMSC vs. XSVM — Risk-Adjusted Performance Rank
MMSC
XSVM
MMSC vs. XSVM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). 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
MMSC vs. XSVM - Dividend Comparison
MMSC's dividend yield for the trailing twelve months is around 0.39%, less than XSVM's 1.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMSC First Trust Multi-Manager Small Cap Opportunities ETF | 0.39% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 1.67% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.22% | 2.54% | 1.90% | 2.29% | 2.68% | 1.32% |
Drawdowns
MMSC vs. XSVM - Drawdown Comparison
The maximum MMSC drawdown since its inception was -40.82%, smaller than the maximum XSVM drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for MMSC and XSVM. For additional features, visit the drawdowns tool.
Volatility
MMSC vs. XSVM - Volatility Comparison
First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) and Invesco S&P SmallCap Value with Momentum ETF (XSVM) have volatilities of 6.41% and 6.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.