XMMO vs. IJK
Compare and contrast key facts about Invesco S&P MidCap Momentum ETF (XMMO) and iShares S&P MidCap 400 Growth ETF (IJK).
XMMO and IJK 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. IJK is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400/Citigroup Growth Index. It was launched on Jul 24, 2000. Both XMMO and IJK are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XMMO vs. IJK - Performance Comparison
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XMMO vs. IJK - 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% |
IJK iShares S&P MidCap 400 Growth ETF | 5.12% | 7.28% | 15.68% | 17.41% | -19.03% | 18.68% | 22.45% | 25.96% | -10.53% | 19.64% |
Returns By Period
In the year-to-date period, XMMO achieves a 6.86% return, which is significantly higher than IJK's 5.12% return. Over the past 10 years, XMMO has outperformed IJK with an annualized return of 18.41%, while IJK has yielded a comparatively lower 10.57% 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%
IJK
- 1D
- 1.11%
- 1M
- -5.74%
- YTD
- 5.12%
- 6M
- 6.22%
- 1Y
- 22.12%
- 3Y*
- 13.42%
- 5Y*
- 5.91%
- 10Y*
- 10.57%
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XMMO vs. IJK - Expense Ratio Comparison
XMMO has a 0.33% expense ratio, which is higher than IJK's 0.24% expense ratio.
Return for Risk
XMMO vs. IJK — Risk / Return Rank
XMMO
IJK
XMMO vs. IJK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap Momentum ETF (XMMO) and iShares S&P MidCap 400 Growth ETF (IJK). 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 | IJK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.99 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.53 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.41 | 1.68 | +0.73 |
Martin ratioReturn relative to average drawdown | 11.42 | 7.18 | +4.24 |
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 | IJK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.99 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.29 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.50 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.35 | +0.20 |
Correlation
The correlation between XMMO and IJK is 0.91, 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. IJK - Dividend Comparison
XMMO's dividend yield for the trailing twelve months is around 0.70%, more than IJK's 0.61% 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% |
IJK iShares S&P MidCap 400 Growth ETF | 0.61% | 0.66% | 0.79% | 1.13% | 1.08% | 0.50% | 0.70% | 1.09% | 1.13% | 0.93% | 1.15% | 1.12% |
Drawdowns
XMMO vs. IJK - Drawdown Comparison
The maximum XMMO drawdown since its inception was -55.37%, roughly equal to the maximum IJK drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for XMMO and IJK.
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Drawdown Indicators
| XMMO | IJK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.37% | -54.47% | -0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.81% | -13.71% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -27.91% | -29.24% | +1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -36.74% | -39.25% | +2.51% |
Current DrawdownCurrent decline from peak | -2.62% | -5.74% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -9.52% | -10.86% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 3.20% | -0.50% |
Volatility
XMMO vs. IJK - Volatility Comparison
Invesco S&P MidCap Momentum ETF (XMMO) has a higher volatility of 9.04% compared to iShares S&P MidCap 400 Growth ETF (IJK) at 7.86%. This indicates that XMMO's price experiences larger fluctuations and is considered to be riskier than IJK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XMMO | IJK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 7.86% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 14.39% | 13.37% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.03% | 22.39% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.27% | 20.63% | +0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.11% | 21.00% | +1.11% |