XMMO vs. ARKQ
Compare and contrast key facts about Invesco S&P MidCap Momentum ETF (XMMO) and ARK Autonomous Technology & Robotics ETF (ARKQ).
XMMO and ARKQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. ARKQ is an actively managed fund by ARK. It was launched on Sep 30, 2014.
Performance
XMMO vs. ARKQ - Performance Comparison
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XMMO vs. ARKQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XMMO Invesco S&P MidCap Momentum ETF | 6.86% | 13.04% | 38.03% | 20.39% | -16.02% | 16.69% | 29.17% | 36.78% | 6.12% | 37.18% |
ARKQ ARK Autonomous Technology & Robotics ETF | -0.13% | 48.81% | 33.88% | 40.70% | -46.75% | 1.74% | 107.20% | 25.94% | -7.89% | 52.26% |
Returns By Period
In the year-to-date period, XMMO achieves a 6.86% return, which is significantly higher than ARKQ's -0.13% return. Over the past 10 years, XMMO has underperformed ARKQ with an annualized return of 18.41%, while ARKQ has yielded a comparatively higher 20.55% annualized return.
XMMO
- 1D
- 1.85%
- 1M
- -2.62%
- YTD
- 6.86%
- 6M
- 9.51%
- 1Y
- 29.37%
- 3Y*
- 25.85%
- 5Y*
- 12.62%
- 10Y*
- 18.41%
ARKQ
- 1D
- 1.83%
- 1M
- -7.58%
- YTD
- -0.13%
- 6M
- 1.13%
- 1Y
- 72.46%
- 3Y*
- 31.67%
- 5Y*
- 6.35%
- 10Y*
- 20.55%
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XMMO vs. ARKQ - Expense Ratio Comparison
XMMO has a 0.33% expense ratio, which is lower than ARKQ's 0.75% expense ratio.
Return for Risk
XMMO vs. ARKQ — Risk / Return Rank
XMMO
ARKQ
XMMO vs. ARKQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap Momentum ETF (XMMO) and ARK Autonomous Technology & Robotics ETF (ARKQ). 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.
| XMMO | ARKQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 2.00 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.91 | 2.60 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.41 | 3.56 | -1.15 |
Martin ratioReturn relative to average drawdown | 11.42 | 11.10 | +0.32 |
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
| XMMO | ARKQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 2.00 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.20 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.70 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.60 | -0.06 |
Correlation
The correlation between XMMO and ARKQ 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
XMMO vs. ARKQ - Dividend Comparison
XMMO's dividend yield for the trailing twelve months is around 0.70%, more than ARKQ's 0.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XMMO Invesco S&P MidCap Momentum ETF | 0.70% | 0.78% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% |
ARKQ ARK Autonomous Technology & Robotics ETF | 0.27% | 0.27% | 0.00% | 0.00% | 0.00% | 0.80% | 0.86% | 0.00% | 2.86% | 1.54% | 0.00% | 0.98% |
Drawdowns
XMMO vs. ARKQ - Drawdown Comparison
The maximum XMMO drawdown since its inception was -55.37%, smaller than the maximum ARKQ drawdown of -59.89%. Use the drawdown chart below to compare losses from any high point for XMMO and ARKQ.
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Drawdown Indicators
| XMMO | ARKQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.37% | -59.89% | +4.52% |
Max Drawdown (1Y)Largest decline over 1 year | -12.81% | -20.58% | +7.77% |
Max Drawdown (5Y)Largest decline over 5 years | -27.91% | -55.71% | +27.80% |
Max Drawdown (10Y)Largest decline over 10 years | -36.74% | -59.89% | +23.15% |
Current DrawdownCurrent decline from peak | -2.62% | -14.58% | +11.96% |
Average DrawdownAverage peak-to-trough decline | -9.52% | -17.43% | +7.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 6.60% | -3.90% |
Volatility
XMMO vs. ARKQ - Volatility Comparison
The current volatility for Invesco S&P MidCap Momentum ETF (XMMO) is 9.04%, while ARK Autonomous Technology & Robotics ETF (ARKQ) has a volatility of 11.83%. This indicates that XMMO experiences smaller price fluctuations and is considered to be less risky than ARKQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XMMO | ARKQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 11.83% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 14.39% | 25.90% | -11.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.03% | 36.50% | -14.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.27% | 31.96% | -10.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.11% | 29.63% | -7.52% |