TSLTX vs. XMMO
Compare and contrast key facts about Transamerica Small Cap Value (TSLTX) and Invesco S&P MidCap Momentum ETF (XMMO).
TSLTX is managed by Transamerica. It was launched on Jan 23, 2003. XMMO is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 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: TSLTX or XMMO.
Correlation
The correlation between TSLTX and XMMO is 0.74, 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
TSLTX vs. XMMO - Performance Comparison
Key characteristics
TSLTX:
-0.67
XMMO:
0.21
TSLTX:
-0.68
XMMO:
0.47
TSLTX:
0.87
XMMO:
1.06
TSLTX:
-0.30
XMMO:
0.21
TSLTX:
-1.17
XMMO:
0.66
TSLTX:
17.99%
XMMO:
7.84%
TSLTX:
31.48%
XMMO:
24.46%
TSLTX:
-69.81%
XMMO:
-55.37%
TSLTX:
-67.36%
XMMO:
-17.85%
Returns By Period
In the year-to-date period, TSLTX achieves a -14.08% return, which is significantly lower than XMMO's -9.46% return.
TSLTX
-14.08%
-8.76%
-32.06%
-22.95%
-6.48%
N/A
XMMO
-9.46%
-5.51%
-7.92%
1.77%
17.34%
13.77%
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TSLTX vs. XMMO - Expense Ratio Comparison
TSLTX has a 0.80% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
TSLTX vs. XMMO — Risk-Adjusted Performance Rank
TSLTX
XMMO
TSLTX vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Small Cap Value (TSLTX) and Invesco S&P MidCap Momentum ETF (XMMO). 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
TSLTX vs. XMMO - Dividend Comparison
TSLTX's dividend yield for the trailing twelve months is around 1.29%, more than XMMO's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLTX Transamerica Small Cap Value | 1.29% | 1.11% | 2.99% | 1.33% | 1.31% | 0.24% | 2.14% | 1.01% | 4.30% | 0.00% | 0.00% | 0.00% |
XMMO Invesco S&P MidCap Momentum ETF | 0.55% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
Drawdowns
TSLTX vs. XMMO - Drawdown Comparison
The maximum TSLTX drawdown since its inception was -69.81%, which is greater than XMMO's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for TSLTX and XMMO. For additional features, visit the drawdowns tool.
Volatility
TSLTX vs. XMMO - Volatility Comparison
Transamerica Small Cap Value (TSLTX) and Invesco S&P MidCap Momentum ETF (XMMO) have volatilities of 14.27% and 14.63%, 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.