QUASX vs. XSMO
Compare and contrast key facts about AB Small Cap Growth Portfolio (QUASX) and Invesco S&P SmallCap Momentum ETF (XSMO).
QUASX is managed by AllianceBernstein. It was launched on Feb 12, 1969. 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: QUASX or XSMO.
Correlation
The correlation between QUASX and XSMO is 0.87, 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
QUASX vs. XSMO - Performance Comparison
Key characteristics
QUASX:
-0.21
XSMO:
0.17
QUASX:
-0.11
XSMO:
0.44
QUASX:
0.99
XSMO:
1.05
QUASX:
-0.14
XSMO:
0.17
QUASX:
-0.64
XSMO:
0.55
QUASX:
9.00%
XSMO:
7.88%
QUASX:
27.46%
XSMO:
25.00%
QUASX:
-82.19%
XSMO:
-58.07%
QUASX:
-36.64%
XSMO:
-19.50%
Returns By Period
In the year-to-date period, QUASX achieves a -18.24% return, which is significantly lower than XSMO's -10.46% return. Over the past 10 years, QUASX has underperformed XSMO with an annualized return of 7.53%, while XSMO has yielded a comparatively higher 9.43% annualized return.
QUASX
-18.24%
-9.04%
-19.74%
-2.52%
5.57%
7.53%
XSMO
-10.46%
-4.96%
-12.00%
5.51%
15.16%
9.43%
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QUASX vs. XSMO - Expense Ratio Comparison
QUASX has a 1.11% expense ratio, which is higher than XSMO's 0.39% expense ratio.
Risk-Adjusted Performance
QUASX vs. XSMO — Risk-Adjusted Performance Rank
QUASX
XSMO
QUASX vs. XSMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) 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.
Dividends
QUASX vs. XSMO - Dividend Comparison
QUASX has not paid dividends to shareholders, while XSMO's dividend yield for the trailing twelve months is around 0.93%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUASX AB Small Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 9.07% | 9.86% | 9.10% | 19.70% | 9.29% | 2.32% | 9.19% | 12.45% |
XSMO Invesco S&P SmallCap Momentum ETF | 0.93% | 0.63% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.65% | 0.28% | 0.30% | 0.35% | 1.31% |
Drawdowns
QUASX vs. XSMO - Drawdown Comparison
The maximum QUASX drawdown since its inception was -82.19%, which is greater than XSMO's maximum drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for QUASX and XSMO. For additional features, visit the drawdowns tool.
Volatility
QUASX vs. XSMO - Volatility Comparison
AB Small Cap Growth Portfolio (QUASX) has a higher volatility of 16.76% compared to Invesco S&P SmallCap Momentum ETF (XSMO) at 14.06%. This indicates that QUASX'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.