Correlation
The correlation between XSMO and AVUV 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.
XSMO vs. AVUV
Compare and contrast key facts about Invesco S&P SmallCap Momentum ETF (XSMO) and Avantis U.S. Small Cap Value ETF (AVUV).
XSMO and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSMO is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSMO or AVUV.
Performance
XSMO vs. AVUV - Performance Comparison
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Key characteristics
XSMO:
0.33
AVUV:
-0.09
XSMO:
0.70
AVUV:
0.05
XSMO:
1.09
AVUV:
1.01
XSMO:
0.36
AVUV:
-0.08
XSMO:
0.98
AVUV:
-0.22
XSMO:
9.07%
AVUV:
10.94%
XSMO:
25.40%
AVUV:
25.73%
XSMO:
-58.07%
AVUV:
-49.42%
XSMO:
-10.08%
AVUV:
-16.51%
Returns By Period
In the year-to-date period, XSMO achieves a 0.01% return, which is significantly higher than AVUV's -8.36% return.
XSMO
0.01%
6.26%
-9.43%
7.71%
11.31%
14.58%
10.56%
AVUV
-8.36%
5.70%
-15.78%
-3.67%
5.82%
19.44%
N/A
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XSMO vs. AVUV - Expense Ratio Comparison
XSMO has a 0.39% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
XSMO vs. AVUV — Risk-Adjusted Performance Rank
XSMO
AVUV
XSMO vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Momentum ETF (XSMO) and Avantis U.S. Small Cap Value ETF (AVUV). 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.
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Dividends
XSMO vs. AVUV - Dividend Comparison
XSMO's dividend yield for the trailing twelve months is around 0.83%, less than AVUV's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSMO Invesco S&P SmallCap Momentum ETF | 0.83% | 0.63% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.65% | 0.28% | 0.30% | 0.35% | 1.31% |
AVUV Avantis U.S. Small Cap Value ETF | 1.80% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XSMO vs. AVUV - Drawdown Comparison
The maximum XSMO drawdown since its inception was -58.07%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for XSMO and AVUV.
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Volatility
XSMO vs. AVUV - Volatility Comparison
The current volatility for Invesco S&P SmallCap Momentum ETF (XSMO) is 5.37%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 6.84%. This indicates that XSMO experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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