XMLV vs. FXIFX
Compare and contrast key facts about Invesco S&P MidCap Low Volatility ETF (XMLV) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX).
XMLV is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Low Volatility Index. It was launched on Feb 15, 2013. FXIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
XMLV vs. FXIFX - Performance Comparison
Loading graphics...
XMLV vs. FXIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XMLV Invesco S&P MidCap Low Volatility ETF | 1.89% | 5.55% | 17.08% | 1.86% | -6.55% | 23.00% | -8.42% | 23.77% | -0.16% | 13.72% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | -2.61% | 15.89% | 9.50% | 15.10% | -16.55% | 10.84% | 14.34% | 22.07% | -5.64% | 18.05% |
Returns By Period
In the year-to-date period, XMLV achieves a 1.89% return, which is significantly higher than FXIFX's -2.61% return. Over the past 10 years, XMLV has underperformed FXIFX with an annualized return of 7.78%, while FXIFX has yielded a comparatively higher 8.19% annualized return.
XMLV
- 1D
- 0.80%
- 1M
- -4.73%
- YTD
- 1.89%
- 6M
- 0.66%
- 1Y
- 5.09%
- 3Y*
- 9.15%
- 5Y*
- 5.91%
- 10Y*
- 7.78%
FXIFX
- 1D
- 0.14%
- 1M
- -6.14%
- YTD
- -2.61%
- 6M
- -0.52%
- 1Y
- 11.87%
- 3Y*
- 10.36%
- 5Y*
- 5.23%
- 10Y*
- 8.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XMLV vs. FXIFX - Expense Ratio Comparison
XMLV has a 0.25% expense ratio, which is higher than FXIFX's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
XMLV vs. FXIFX — Risk / Return Rank
XMLV
FXIFX
XMLV vs. FXIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap Low Volatility ETF (XMLV) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). 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.
| XMLV | FXIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.20 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.62 | 1.72 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.25 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.50 | -0.94 |
Martin ratioReturn relative to average drawdown | 2.42 | 6.72 | -4.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| XMLV | FXIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.20 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.51 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.73 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.70 | -0.10 |
Correlation
The correlation between XMLV and FXIFX is 0.73, 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
XMLV vs. FXIFX - Dividend Comparison
XMLV's dividend yield for the trailing twelve months is around 2.93%, less than FXIFX's 3.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XMLV Invesco S&P MidCap Low Volatility ETF | 2.93% | 2.87% | 2.23% | 2.34% | 2.05% | 1.14% | 1.93% | 2.02% | 2.13% | 1.74% | 1.72% | 1.85% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 3.43% | 3.34% | 2.67% | 2.26% | 2.69% | 2.13% | 2.40% | 16.73% | 2.13% | 1.84% | 1.94% | 2.02% |
Drawdowns
XMLV vs. FXIFX - Drawdown Comparison
The maximum XMLV drawdown since its inception was -39.86%, which is greater than FXIFX's maximum drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for XMLV and FXIFX.
Loading graphics...
Drawdown Indicators
| XMLV | FXIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.86% | -23.90% | -15.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -7.46% | -3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -16.53% | -23.28% | +6.75% |
Max Drawdown (10Y)Largest decline over 10 years | -39.86% | -23.90% | -15.96% |
Current DrawdownCurrent decline from peak | -5.49% | -6.30% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -4.29% | -3.63% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 1.67% | +0.80% |
Volatility
XMLV vs. FXIFX - Volatility Comparison
The current volatility for Invesco S&P MidCap Low Volatility ETF (XMLV) is 3.35%, while Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) has a volatility of 3.54%. This indicates that XMLV experiences smaller price fluctuations and is considered to be less risky than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| XMLV | FXIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 3.54% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 7.19% | 5.85% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.71% | 10.09% | +3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 10.28% | +4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 11.21% | +5.76% |