SLYG vs. XSMO
Compare and contrast key facts about SPDR S&P 600 Small Cap Growth ETF (SLYG) and Invesco S&P SmallCap Momentum ETF (XSMO).
SLYG and XSMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SLYG is a passively managed fund by State Street that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 25, 2000. 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. Both SLYG and XSMO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLYG or XSMO.
Correlation
The correlation between SLYG and XSMO 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
SLYG vs. XSMO - Performance Comparison
Key characteristics
SLYG:
0.03
XSMO:
0.42
SLYG:
0.22
XSMO:
0.79
SLYG:
1.03
XSMO:
1.10
SLYG:
0.03
XSMO:
0.43
SLYG:
0.08
XSMO:
1.24
SLYG:
9.27%
XSMO:
8.60%
SLYG:
23.76%
XSMO:
25.24%
SLYG:
-63.19%
XSMO:
-58.07%
SLYG:
-16.91%
XSMO:
-13.45%
Returns By Period
In the year-to-date period, SLYG achieves a -7.80% return, which is significantly lower than XSMO's -3.73% return. Over the past 10 years, SLYG has underperformed XSMO with an annualized return of 8.02%, while XSMO has yielded a comparatively higher 10.41% annualized return.
SLYG
-7.80%
9.99%
-7.85%
-1.46%
11.96%
8.02%
XSMO
-3.73%
11.75%
-2.76%
7.45%
15.96%
10.41%
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SLYG vs. XSMO - Expense Ratio Comparison
SLYG has a 0.15% expense ratio, which is lower than XSMO's 0.39% expense ratio.
Risk-Adjusted Performance
SLYG vs. XSMO — Risk-Adjusted Performance Rank
SLYG
XSMO
SLYG vs. XSMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 600 Small Cap Growth ETF (SLYG) 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
SLYG vs. XSMO - Dividend Comparison
SLYG's dividend yield for the trailing twelve months is around 1.36%, more than XSMO's 0.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLYG SPDR S&P 600 Small Cap Growth ETF | 1.36% | 1.22% | 1.18% | 1.18% | 0.68% | 0.71% | 1.08% | 1.06% | 4.74% | 1.13% | 5.75% | 4.42% |
XSMO Invesco S&P SmallCap Momentum ETF | 0.87% | 0.63% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.65% | 0.28% | 0.30% | 0.35% | 1.31% |
Drawdowns
SLYG vs. XSMO - Drawdown Comparison
The maximum SLYG drawdown since its inception was -63.19%, which is greater than XSMO's maximum drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for SLYG and XSMO. For additional features, visit the drawdowns tool.
Volatility
SLYG vs. XSMO - Volatility Comparison
SPDR S&P 600 Small Cap Growth ETF (SLYG) and Invesco S&P SmallCap Momentum ETF (XSMO) have volatilities of 12.31% and 12.06%, 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.