Correlation
The correlation between USVM and XMMO is 0.81, 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.
USVM vs. XMMO
Compare and contrast key facts about VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) and Invesco S&P MidCap Momentum ETF (XMMO).
USVM and XMMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USVM is a passively managed fund by Crestview that tracks the performance of the MSCI USA Sm Cap Select Value Momentum Blend Index. It was launched on Oct 24, 2017. 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 USVM 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: USVM or XMMO.
Performance
USVM vs. XMMO - Performance Comparison
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Key characteristics
USVM:
0.19
XMMO:
0.32
USVM:
0.30
XMMO:
0.54
USVM:
1.04
XMMO:
1.07
USVM:
0.09
XMMO:
0.26
USVM:
0.26
XMMO:
0.76
USVM:
8.36%
XMMO:
8.52%
USVM:
22.66%
XMMO:
24.59%
USVM:
-42.37%
XMMO:
-55.37%
USVM:
-12.61%
XMMO:
-9.44%
Returns By Period
In the year-to-date period, USVM achieves a -4.73% return, which is significantly lower than XMMO's -0.19% return.
USVM
-4.73%
4.80%
-11.69%
2.95%
10.11%
14.91%
N/A
XMMO
-0.19%
7.90%
-8.12%
6.29%
18.05%
17.32%
15.07%
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USVM vs. XMMO - Expense Ratio Comparison
USVM has a 0.24% expense ratio, which is lower than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
USVM vs. XMMO — Risk-Adjusted Performance Rank
USVM
XMMO
USVM vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) 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.
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Dividends
USVM vs. XMMO - Dividend Comparison
USVM's dividend yield for the trailing twelve months is around 1.94%, more than XMMO's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.94% | 1.75% | 1.63% | 1.43% | 0.70% | 1.21% | 1.77% | 1.43% | 0.37% | 0.00% | 0.00% | 0.00% |
XMMO Invesco S&P MidCap Momentum ETF | 0.50% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
Drawdowns
USVM vs. XMMO - Drawdown Comparison
The maximum USVM drawdown since its inception was -42.37%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for USVM and XMMO.
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Volatility
USVM vs. XMMO - Volatility Comparison
VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) has a higher volatility of 5.31% compared to Invesco S&P MidCap Momentum ETF (XMMO) at 4.96%. This indicates that USVM'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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