VLIFX vs. XMMO
Compare and contrast key facts about Value Line Mid Cap Focused Fund (VLIFX) and Invesco S&P MidCap Momentum ETF (XMMO).
VLIFX is managed by Value Line. It was launched on Mar 1, 1950. 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: VLIFX or XMMO.
Correlation
The correlation between VLIFX and XMMO is 0.87, 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
VLIFX vs. XMMO - Performance Comparison
Key characteristics
VLIFX:
0.76
XMMO:
2.06
VLIFX:
1.13
XMMO:
2.88
VLIFX:
1.14
XMMO:
1.35
VLIFX:
1.22
XMMO:
4.42
VLIFX:
3.93
XMMO:
13.12
VLIFX:
2.71%
XMMO:
3.13%
VLIFX:
13.96%
XMMO:
19.95%
VLIFX:
-81.77%
XMMO:
-55.37%
VLIFX:
-7.83%
XMMO:
-8.54%
Returns By Period
In the year-to-date period, VLIFX achieves a 8.03% return, which is significantly lower than XMMO's 39.13% return. Over the past 10 years, VLIFX has underperformed XMMO with an annualized return of 9.05%, while XMMO has yielded a comparatively higher 15.39% annualized return.
VLIFX
8.03%
-5.17%
1.78%
8.44%
6.54%
9.05%
XMMO
39.13%
-5.74%
9.34%
38.79%
16.34%
15.39%
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VLIFX vs. XMMO - Expense Ratio Comparison
VLIFX has a 1.07% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
VLIFX vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Mid Cap Focused Fund (VLIFX) 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
VLIFX vs. XMMO - Dividend Comparison
VLIFX has not paid dividends to shareholders, while XMMO's dividend yield for the trailing twelve months is around 0.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLIFX Value Line Mid Cap Focused Fund | 0.00% | 0.03% | 0.13% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.42% |
XMMO Invesco S&P MidCap Momentum ETF | 0.21% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% | 1.31% |
Drawdowns
VLIFX vs. XMMO - Drawdown Comparison
The maximum VLIFX drawdown since its inception was -81.77%, which is greater than XMMO's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for VLIFX and XMMO. For additional features, visit the drawdowns tool.
Volatility
VLIFX vs. XMMO - Volatility Comparison
The current volatility for Value Line Mid Cap Focused Fund (VLIFX) is 4.93%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 6.12%. This indicates that VLIFX 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.