PVIVX vs. XMMO
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Invesco S&P MidCap Momentum ETF (XMMO).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. 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.
Performance
PVIVX vs. XMMO - Performance Comparison
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PVIVX vs. XMMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | -1.09% | -4.81% | 13.48% | 17.89% | -20.62% | 27.94% | 46.96% | 22.38% | -10.88% | 15.82% |
XMMO Invesco S&P MidCap Momentum ETF | 4.93% | 13.04% | 38.03% | 20.39% | -16.02% | 16.69% | 29.17% | 36.78% | 6.12% | 37.18% |
Returns By Period
In the year-to-date period, PVIVX achieves a -1.09% return, which is significantly lower than XMMO's 4.93% return. Over the past 10 years, PVIVX has underperformed XMMO with an annualized return of 11.35%, while XMMO has yielded a comparatively higher 18.19% annualized return.
PVIVX
- 1D
- -1.90%
- 1M
- -11.09%
- YTD
- -1.09%
- 6M
- -5.57%
- 1Y
- 10.38%
- 3Y*
- 5.63%
- 5Y*
- 1.56%
- 10Y*
- 11.35%
XMMO
- 1D
- 4.31%
- 1M
- -3.18%
- YTD
- 4.93%
- 6M
- 7.61%
- 1Y
- 28.46%
- 3Y*
- 25.08%
- 5Y*
- 12.21%
- 10Y*
- 18.19%
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PVIVX vs. XMMO - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Return for Risk
PVIVX vs. XMMO — Risk / Return Rank
PVIVX
XMMO
PVIVX vs. XMMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) 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.
| PVIVX | XMMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.30 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.69 | 1.86 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.26 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 2.28 | -1.81 |
Martin ratioReturn relative to average drawdown | 1.28 | 10.83 | -9.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PVIVX | XMMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.30 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.58 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.83 | -0.81 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.54 | -0.52 |
Correlation
The correlation between PVIVX and XMMO 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.
Dividends
PVIVX vs. XMMO - Dividend Comparison
PVIVX's dividend yield for the trailing twelve months is around 16.11%, more than XMMO's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | 16.11% | 15.93% | 6.40% | 0.00% | 0.00% | 1.11% | 5.25% | 0.01% | 14.09% | 6.88% | 3.61% | 1.32% |
XMMO Invesco S&P MidCap Momentum ETF | 0.71% | 0.78% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% |
Drawdowns
PVIVX vs. XMMO - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -95.67%, which is greater than XMMO's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for PVIVX and XMMO.
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Drawdown Indicators
| PVIVX | XMMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.67% | -55.37% | -40.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.84% | -12.81% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -95.67% | -27.91% | -67.76% |
Max Drawdown (10Y)Largest decline over 10 years | -95.67% | -36.74% | -58.93% |
Current DrawdownCurrent decline from peak | -94.57% | -4.39% | -90.18% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -9.52% | -6.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 2.69% | +2.75% |
Volatility
PVIVX vs. XMMO - Volatility Comparison
The current volatility for Paradigm Micro-cap Fund (PVIVX) is 8.39%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 9.07%. This indicates that PVIVX 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.
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Volatility by Period
| PVIVX | XMMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 9.07% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 14.28% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.19% | 21.97% | +7.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 887.36% | 21.26% | +866.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.66% | 22.11% | +605.55% |