SMOT vs. XSVM
Compare and contrast key facts about VanEck Morningstar SMID Moat ETF (SMOT) and Invesco S&P SmallCap Value with Momentum ETF (XSVM).
SMOT and XSVM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMOT is a passively managed fund by VanEck that tracks the performance of the Morningstar US Small-Mid Cap Moat Focus. It was launched on Oct 4, 2022. XSVM 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 SMOT and XSVM 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: SMOT or XSVM.
Correlation
The correlation between SMOT and XSVM is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMOT vs. XSVM - Performance Comparison
Key characteristics
SMOT:
-0.03
XSVM:
-0.47
SMOT:
0.10
XSVM:
-0.55
SMOT:
1.01
XSVM:
0.93
SMOT:
-0.03
XSVM:
-0.44
SMOT:
-0.11
XSVM:
-1.17
SMOT:
6.24%
XSVM:
9.76%
SMOT:
21.11%
XSVM:
24.35%
SMOT:
-23.36%
XSVM:
-62.57%
SMOT:
-15.00%
XSVM:
-19.90%
Returns By Period
In the year-to-date period, SMOT achieves a -8.62% return, which is significantly higher than XSVM's -11.20% return.
SMOT
-8.62%
-3.58%
-8.69%
-0.81%
N/A
N/A
XSVM
-11.20%
-4.04%
-9.52%
-11.08%
18.27%
8.54%
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SMOT vs. XSVM - Expense Ratio Comparison
SMOT has a 0.49% expense ratio, which is higher than XSVM's 0.39% expense ratio.
Risk-Adjusted Performance
SMOT vs. XSVM — Risk-Adjusted Performance Rank
SMOT
XSVM
SMOT vs. XSVM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar SMID Moat ETF (SMOT) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). 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
SMOT vs. XSVM - Dividend Comparison
SMOT's dividend yield for the trailing twelve months is around 1.30%, less than XSVM's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMOT VanEck Morningstar SMID Moat ETF | 1.30% | 1.18% | 0.65% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 2.29% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.21% | 2.54% | 1.90% | 2.29% | 2.68% | 1.31% |
Drawdowns
SMOT vs. XSVM - Drawdown Comparison
The maximum SMOT drawdown since its inception was -23.36%, smaller than the maximum XSVM drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for SMOT and XSVM. For additional features, visit the drawdowns tool.
Volatility
SMOT vs. XSVM - Volatility Comparison
VanEck Morningstar SMID Moat ETF (SMOT) has a higher volatility of 15.12% compared to Invesco S&P SmallCap Value with Momentum ETF (XSVM) at 12.89%. This indicates that SMOT's price experiences larger fluctuations and is considered to be riskier than XSVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.