UMPIX vs. XMMO
Compare and contrast key facts about ProFunds UltraMid Cap Fund (UMPIX) and Invesco S&P MidCap Momentum ETF (XMMO).
UMPIX is managed by ProFunds. It was launched on Feb 6, 2000. 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.
Performance
UMPIX vs. XMMO - Performance Comparison
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UMPIX vs. XMMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMPIX ProFunds UltraMid Cap Fund | -2.94% | 3.62% | 17.08% | 22.37% | -32.05% | 55.65% | 5.21% | 48.88% | -26.37% | 23.77% |
XMMO Invesco S&P MidCap Momentum ETF | 4.93% | 13.04% | 38.03% | 20.39% | -16.02% | 16.69% | 29.17% | 36.78% | 6.12% | 37.18% |
Returns By Period
In the year-to-date period, UMPIX achieves a -2.94% return, which is significantly lower than XMMO's 4.93% return. Over the past 10 years, UMPIX has underperformed XMMO with an annualized return of 10.92%, while XMMO has yielded a comparatively higher 18.19% annualized return.
UMPIX
- 1D
- -1.66%
- 1M
- -16.14%
- YTD
- -2.94%
- 6M
- -1.88%
- 1Y
- 16.94%
- 3Y*
- 11.17%
- 5Y*
- 3.80%
- 10Y*
- 10.92%
XMMO
- 1D
- 4.31%
- 1M
- -3.18%
- YTD
- 4.93%
- 6M
- 7.61%
- 1Y
- 28.46%
- 3Y*
- 25.08%
- 5Y*
- 12.21%
- 10Y*
- 18.19%
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UMPIX vs. XMMO - Expense Ratio Comparison
UMPIX has a 1.51% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Return for Risk
UMPIX vs. XMMO — Risk / Return Rank
UMPIX
XMMO
UMPIX vs. XMMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraMid Cap Fund (UMPIX) 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.
| UMPIX | XMMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.30 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.86 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.26 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 2.28 | -1.80 |
Martin ratioReturn relative to average drawdown | 1.90 | 10.83 | -8.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UMPIX | XMMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.30 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.58 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.83 | -0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.54 | -0.34 |
Correlation
The correlation between UMPIX and XMMO is 0.88, 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.
Dividends
UMPIX vs. XMMO - Dividend Comparison
UMPIX's dividend yield for the trailing twelve months is around 0.19%, less than XMMO's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMPIX ProFunds UltraMid Cap Fund | 0.19% | 0.19% | 1.20% | 0.59% | 0.00% | 9.49% | 0.00% | 2.07% | 0.14% | 2.33% | 0.00% | 0.00% |
XMMO Invesco S&P MidCap Momentum ETF | 0.71% | 0.78% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% |
Drawdowns
UMPIX vs. XMMO - Drawdown Comparison
The maximum UMPIX drawdown since its inception was -85.51%, which is greater than XMMO's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for UMPIX and XMMO.
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Drawdown Indicators
| UMPIX | XMMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.51% | -55.37% | -30.14% |
Max Drawdown (1Y)Largest decline over 1 year | -26.94% | -12.81% | -14.13% |
Max Drawdown (5Y)Largest decline over 5 years | -44.80% | -27.91% | -16.89% |
Max Drawdown (10Y)Largest decline over 10 years | -69.51% | -36.74% | -32.77% |
Current DrawdownCurrent decline from peak | -17.70% | -4.39% | -13.31% |
Average DrawdownAverage peak-to-trough decline | -22.16% | -9.52% | -12.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.85% | 2.69% | +4.16% |
Volatility
UMPIX vs. XMMO - Volatility Comparison
ProFunds UltraMid Cap Fund (UMPIX) has a higher volatility of 11.53% compared to Invesco S&P MidCap Momentum ETF (XMMO) at 9.07%. This indicates that UMPIX's price experiences larger fluctuations and is considered to be riskier than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMPIX | XMMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.53% | 9.07% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 22.98% | 14.28% | +8.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.76% | 21.97% | +19.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.50% | 21.26% | +18.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.85% | 22.11% | +19.74% |