VIMCX vs. XMMO
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and Invesco S&P MidCap Momentum ETF (XMMO).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. 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: VIMCX or XMMO.
Correlation
The correlation between VIMCX and XMMO is 0.85, 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
VIMCX vs. XMMO - Performance Comparison
Key characteristics
VIMCX:
0.19
XMMO:
0.97
VIMCX:
0.36
XMMO:
1.47
VIMCX:
1.04
XMMO:
1.18
VIMCX:
0.30
XMMO:
1.73
VIMCX:
0.70
XMMO:
4.79
VIMCX:
3.76%
XMMO:
4.01%
VIMCX:
13.94%
XMMO:
19.87%
VIMCX:
-33.92%
XMMO:
-55.37%
VIMCX:
-7.83%
XMMO:
-11.14%
Returns By Period
In the year-to-date period, VIMCX achieves a -0.69% return, which is significantly higher than XMMO's -2.06% return. Over the past 10 years, VIMCX has underperformed XMMO with an annualized return of 10.06%, while XMMO has yielded a comparatively higher 14.69% annualized return.
VIMCX
-0.69%
-5.56%
-0.96%
0.82%
8.58%
10.06%
XMMO
-2.06%
-8.76%
1.11%
15.92%
14.92%
14.69%
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VIMCX vs. XMMO - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
VIMCX vs. XMMO — Risk-Adjusted Performance Rank
VIMCX
XMMO
VIMCX vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) 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
VIMCX vs. XMMO - Dividend Comparison
VIMCX has not paid dividends to shareholders, while XMMO's dividend yield for the trailing twelve months is around 0.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 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
VIMCX vs. XMMO - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for VIMCX and XMMO. For additional features, visit the drawdowns tool.
Volatility
VIMCX vs. XMMO - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 2.95%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 5.83%. This indicates that VIMCX 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.