WISGX vs. XMMO
Compare and contrast key facts about Segall Bryant & Hamill Small Cap Growth Fund (WISGX) and Invesco S&P MidCap Momentum ETF (XMMO).
WISGX is managed by Segall Bryant & Hamill. It was launched on Dec 20, 2013. 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.
Performance
WISGX vs. XMMO - Performance Comparison
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WISGX vs. XMMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | -2.24% | 6.85% | 15.75% | 18.32% | -32.48% | 11.79% | 57.84% | 28.67% | 3.03% | 26.05% |
XMMO Invesco S&P MidCap Momentum ETF | 4.93% | 13.04% | 38.03% | 20.39% | -16.02% | 16.69% | 29.17% | 36.78% | 6.12% | 37.18% |
Returns By Period
In the year-to-date period, WISGX achieves a -2.24% return, which is significantly lower than XMMO's 4.93% return. Over the past 10 years, WISGX has underperformed XMMO with an annualized return of 12.62%, while XMMO has yielded a comparatively higher 18.19% annualized return.
WISGX
- 1D
- -1.98%
- 1M
- -9.91%
- YTD
- -2.24%
- 6M
- 0.58%
- 1Y
- 17.66%
- 3Y*
- 9.91%
- 5Y*
- 1.06%
- 10Y*
- 12.62%
XMMO
- 1D
- 4.31%
- 1M
- -3.18%
- YTD
- 4.93%
- 6M
- 7.61%
- 1Y
- 28.46%
- 3Y*
- 25.08%
- 5Y*
- 12.21%
- 10Y*
- 18.19%
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WISGX vs. XMMO - Expense Ratio Comparison
WISGX has a 0.87% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Return for Risk
WISGX vs. XMMO — Risk / Return Rank
WISGX
XMMO
WISGX vs. XMMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) 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.
| WISGX | XMMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.30 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.86 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.26 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 2.28 | -1.26 |
Martin ratioReturn relative to average drawdown | 3.98 | 10.83 | -6.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WISGX | XMMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.30 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.58 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.83 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.54 | -0.12 |
Correlation
The correlation between WISGX 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.
Dividends
WISGX vs. XMMO - Dividend Comparison
WISGX has not paid dividends to shareholders, while XMMO's dividend yield for the trailing twelve months is around 0.71%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WISGX Segall Bryant & Hamill Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 29.83% | 7.74% | 0.00% | 0.09% |
XMMO Invesco S&P MidCap Momentum ETF | 0.71% | 0.78% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% |
Drawdowns
WISGX vs. XMMO - Drawdown Comparison
The maximum WISGX drawdown since its inception was -43.22%, smaller than the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for WISGX and XMMO.
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Drawdown Indicators
| WISGX | XMMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.22% | -55.37% | +12.15% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -12.81% | -1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -43.22% | -27.91% | -15.31% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -36.74% | -6.48% |
Current DrawdownCurrent decline from peak | -12.48% | -4.39% | -8.09% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -9.52% | -3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.69% | +0.97% |
Volatility
WISGX vs. XMMO - Volatility Comparison
The current volatility for Segall Bryant & Hamill Small Cap Growth Fund (WISGX) is 8.07%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 9.07%. This indicates that WISGX 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.
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Volatility by Period
| WISGX | XMMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 9.07% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 14.28% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 21.97% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.39% | 21.26% | +3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 22.11% | +1.78% |