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:
0.62
XSMO:
0.82
QUASX:
1.00
XSMO:
1.33
QUASX:
1.12
XSMO:
1.16
QUASX:
0.32
XSMO:
1.45
QUASX:
2.93
XSMO:
3.78
QUASX:
4.46%
XSMO:
4.48%
QUASX:
20.92%
XSMO:
20.57%
QUASX:
-81.67%
XSMO:
-58.07%
QUASX:
-28.10%
XSMO:
-7.20%
Returns By Period
In the year-to-date period, QUASX achieves a 1.42% return, which is significantly lower than XSMO's 3.22% return. Over the past 10 years, QUASX has underperformed XSMO with an annualized return of 3.42%, while XSMO has yielded a comparatively higher 11.20% annualized return.
QUASX
1.42%
-2.92%
6.55%
15.64%
2.66%
3.42%
XSMO
3.22%
-0.64%
6.19%
19.83%
11.83%
11.20%
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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 0.61%.
| 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% | 0.00% | 0.00% | 0.00% | 0.00% | 1.01% | 0.00% | 0.00% | 0.00% |
XSMO Invesco S&P SmallCap Momentum ETF | 0.61% | 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 -81.67%, 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 5.94% compared to Invesco S&P SmallCap Momentum ETF (XSMO) at 3.98%. 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.