OSMAX vs. SPMO
Compare and contrast key facts about Invesco International Small-Mid Company Fund (OSMAX) and Invesco S&P 500® Momentum ETF (SPMO).
OSMAX is managed by Invesco. It was launched on Nov 16, 1997. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSMAX or SPMO.
Correlation
The correlation between OSMAX and SPMO is 0.58, 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
OSMAX vs. SPMO - Performance Comparison
Key characteristics
OSMAX:
-0.62
SPMO:
1.57
OSMAX:
-0.71
SPMO:
2.12
OSMAX:
0.90
SPMO:
1.28
OSMAX:
-0.22
SPMO:
2.17
OSMAX:
-1.07
SPMO:
8.62
OSMAX:
9.16%
SPMO:
3.31%
OSMAX:
15.84%
SPMO:
18.23%
OSMAX:
-81.37%
SPMO:
-30.95%
OSMAX:
-40.87%
SPMO:
-5.09%
Returns By Period
In the year-to-date period, OSMAX achieves a 3.92% return, which is significantly higher than SPMO's 3.15% return.
OSMAX
3.92%
-0.71%
-14.65%
-9.42%
-1.81%
1.35%
SPMO
3.15%
-1.42%
11.65%
28.47%
21.47%
N/A
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OSMAX vs. SPMO - Expense Ratio Comparison
OSMAX has a 1.33% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Risk-Adjusted Performance
OSMAX vs. SPMO — Risk-Adjusted Performance Rank
OSMAX
SPMO
OSMAX vs. SPMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco International Small-Mid Company Fund (OSMAX) and Invesco S&P 500® Momentum ETF (SPMO). 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
OSMAX vs. SPMO - Dividend Comparison
OSMAX's dividend yield for the trailing twelve months is around 1.49%, more than SPMO's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSMAX Invesco International Small-Mid Company Fund | 1.49% | 1.55% | 0.85% | 0.00% | 0.04% | 0.00% | 0.37% | 0.53% | 0.75% | 0.15% | 0.07% | 0.48% |
SPMO Invesco S&P 500® Momentum ETF | 0.47% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% | 0.00% |
Drawdowns
OSMAX vs. SPMO - Drawdown Comparison
The maximum OSMAX drawdown since its inception was -81.37%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for OSMAX and SPMO. For additional features, visit the drawdowns tool.
Volatility
OSMAX vs. SPMO - Volatility Comparison
The current volatility for Invesco International Small-Mid Company Fund (OSMAX) is 3.88%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 4.45%. This indicates that OSMAX experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.