SMOM vs. USPX
SMOM (Symmetry Panoramic Sector Momentum ETF) and USPX (Franklin U.S. Equity Index ETF) are both Large Cap Blend Equities funds. SMOM is actively managed, while USPX is passively managed. Their correlation of 0.83 means they have usually moved in the same direction. SMOM charges 0.63%/yr vs 0.03%/yr for USPX.
Performance
SMOM vs. USPX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with SMOM having a 9.28% return and USPX slightly higher at 9.67%.
SMOM
- 1D
- 0.07%
- 1M
- 1.78%
- 6M
- 7.98%
- YTD
- 9.28%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
USPX
- 1D
- 0.59%
- 1M
- 0.02%
- 6M
- 8.24%
- YTD
- 9.67%
- 1Y
- 20.68%
- 3Y*
- 19.24%
- 5Y*
- 11.75%
- 10Y*
- 12.14%
- ALL TIME*
- 12.43%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $282.40K | $230.96K | $175.69K | |
| $3.15M | $2.94M | $3.73M |
SMOM vs. USPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SMOM Symmetry Panoramic Sector Momentum ETF | 9.28% | 2.78% |
USPX Franklin U.S. Equity Index ETF | 9.67% | 5.09% |
Correlation
The correlation between SMOM and USPX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 10, 2025 | 0.83 |
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Return for Risk
SMOM vs. USPX — Risk / Return Rank
SMOM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USPX
SMOM vs. USPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic Sector Momentum ETF (SMOM) and Franklin U.S. Equity Index ETF (USPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMOM | USPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.04 | — |
| Martin ratioReturn relative to average drawdown | — | 8.56 | — |
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Drawdowns
SMOM vs. USPX - Drawdown Comparison
The maximum SMOM drawdown since its inception was -7.45%, smaller than the maximum USPX drawdown of -31.21%. Use the drawdown chart below to compare losses from any high point for SMOM and USPX.
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Drawdown Indicators
| SMOM | USPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.45% | -31.21% | +23.76% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.15% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.60% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.21% | — |
Current DrawdownCurrent decline from peak | -0.56% | -1.63% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -1.49% | -4.40% | +2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.18% | — |
Volatility
SMOM vs. USPX - Volatility Comparison
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Volatility by Period
| SMOM | USPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.39% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 13.02% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.42% | 16.30% | -3.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.42% | 15.97% | -3.55% |
SMOM vs. USPX - Expense Ratio Comparison
SMOM has a 0.63% expense ratio, which is higher than USPX's 0.03% expense ratio.
Dividends
SMOM vs. USPX - Dividend Comparison
SMOM's dividend yield for the trailing twelve months is around 0.15%, less than USPX's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMOM Symmetry Panoramic Sector Momentum ETF | 0.15% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USPX Franklin U.S. Equity Index ETF | 1.09% | 1.07% | 1.23% | 1.35% | 2.21% | 2.40% | 2.51% | 3.07% | 2.91% | 2.60% | 4.89% |
Frequently Asked Questions
SMOM and USPX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, USPX is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
USPX is cheaper with a 0.03% expense ratio, compared with 0.63% for SMOM.
USPX has the higher dividend yield at 1.09%, compared with 0.15% for SMOM.
They also come from different issuers: Symmetry Partners and Franklin Templeton. Their fees differ too: 0.63% for SMOM and 0.03% for USPX.
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