USCL vs. XMMO
Compare and contrast key facts about Ishares Climate Conscious & Transition MSCI USA ETF (USCL) and Invesco S&P MidCap Momentum ETF (XMMO).
USCL and XMMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USCL is a passively managed fund by iShares that tracks the performance of the MSCI USA Extended Climate Action Index - Benchmark TR Gross. It was launched on Jun 6, 2023. 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. Both USCL and XMMO 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: USCL or XMMO.
Correlation
The correlation between USCL 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
USCL vs. XMMO - Performance Comparison
Key characteristics
USCL:
1.87
XMMO:
0.97
USCL:
2.54
XMMO:
1.47
USCL:
1.35
XMMO:
1.18
USCL:
2.80
XMMO:
1.73
USCL:
11.43
XMMO:
4.79
USCL:
2.10%
XMMO:
4.01%
USCL:
12.86%
XMMO:
19.87%
USCL:
-10.01%
XMMO:
-55.37%
USCL:
-2.29%
XMMO:
-11.14%
Returns By Period
In the year-to-date period, USCL achieves a 2.75% return, which is significantly higher than XMMO's -2.06% return.
USCL
2.75%
-0.36%
8.74%
21.04%
N/A
N/A
XMMO
-2.06%
-8.99%
1.11%
14.68%
14.42%
14.67%
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USCL vs. XMMO - Expense Ratio Comparison
USCL has a 0.08% expense ratio, which is lower than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
USCL vs. XMMO — Risk-Adjusted Performance Rank
USCL
XMMO
USCL vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Climate Conscious & Transition MSCI USA ETF (USCL) 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
USCL vs. XMMO - Dividend Comparison
USCL's dividend yield for the trailing twelve months is around 1.15%, more than XMMO's 0.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCL Ishares Climate Conscious & Transition MSCI USA ETF | 1.15% | 1.19% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XMMO Invesco S&P MidCap Momentum ETF | 0.34% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
Drawdowns
USCL vs. XMMO - Drawdown Comparison
The maximum USCL drawdown since its inception was -10.01%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for USCL and XMMO. For additional features, visit the drawdowns tool.
Volatility
USCL vs. XMMO - Volatility Comparison
The current volatility for Ishares Climate Conscious & Transition MSCI USA ETF (USCL) is 3.05%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 5.83%. This indicates that USCL experiences smaller price fluctuations and is considered to be less risky than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.