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 0.86, 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:
-0.48
XMMO:
-0.41
VLIFX:
-0.54
XMMO:
-0.41
VLIFX:
0.93
XMMO:
0.95
VLIFX:
-0.45
XMMO:
-0.37
VLIFX:
-1.46
XMMO:
-1.36
VLIFX:
5.04%
XMMO:
6.57%
VLIFX:
15.42%
XMMO:
22.04%
VLIFX:
-81.77%
XMMO:
-55.37%
VLIFX:
-16.49%
XMMO:
-23.98%
Returns By Period
In the year-to-date period, VLIFX achieves a -8.21% return, which is significantly higher than XMMO's -16.22% return. Over the past 10 years, VLIFX has underperformed XMMO with an annualized return of 7.69%, while XMMO has yielded a comparatively higher 12.96% annualized return.
VLIFX
-8.21%
-8.90%
-14.67%
-6.28%
9.59%
7.69%
XMMO
-16.22%
-12.42%
-14.36%
-7.67%
18.55%
12.96%
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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 Rank
VLIFX
XMMO
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's dividend yield for the trailing twelve months is around 0.06%, less than XMMO's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLIFX Value Line Mid Cap Focused Fund | 0.06% | 0.06% | 0.03% | 0.13% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% |
XMMO Invesco S&P MidCap Momentum ETF | 0.59% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
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 8.17%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 11.19%. 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.