XSMO vs. VTI
Compare and contrast key facts about Invesco S&P SmallCap Momentum ETF (XSMO) and Vanguard Total Stock Market ETF (VTI).
XSMO and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both XSMO and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSMO or VTI.
Correlation
The correlation between XSMO and VTI is 0.81, 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.
Performance
XSMO vs. VTI - Performance Comparison
Key characteristics
XSMO:
0.94
VTI:
2.10
XSMO:
1.47
VTI:
2.80
XSMO:
1.18
VTI:
1.39
XSMO:
1.92
VTI:
3.14
XSMO:
5.68
VTI:
13.44
XSMO:
3.52%
VTI:
2.00%
XSMO:
21.21%
VTI:
12.79%
XSMO:
-58.07%
VTI:
-55.45%
XSMO:
-9.71%
VTI:
-3.03%
Returns By Period
In the year-to-date period, XSMO achieves a 17.94% return, which is significantly lower than VTI's 24.89% return. Over the past 10 years, XSMO has underperformed VTI with an annualized return of 11.25%, while VTI has yielded a comparatively higher 12.52% annualized return.
XSMO
17.94%
-7.34%
11.80%
17.51%
12.09%
11.25%
VTI
24.89%
-0.60%
10.03%
25.20%
14.09%
12.52%
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XSMO vs. VTI - Expense Ratio Comparison
XSMO has a 0.39% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
XSMO vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Momentum ETF (XSMO) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
XSMO vs. VTI - Dividend Comparison
XSMO's dividend yield for the trailing twelve months is around 0.37%, less than VTI's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSMO Invesco S&P SmallCap Momentum ETF | 0.37% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.65% | 0.28% | 0.30% | 0.35% | 1.31% | 0.91% |
VTI Vanguard Total Stock Market ETF | 0.93% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
XSMO vs. VTI - Drawdown Comparison
The maximum XSMO drawdown since its inception was -58.07%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for XSMO and VTI. For additional features, visit the drawdowns tool.
Volatility
XSMO vs. VTI - Volatility Comparison
Invesco S&P SmallCap Momentum ETF (XSMO) has a higher volatility of 5.97% compared to Vanguard Total Stock Market ETF (VTI) at 4.00%. This indicates that XSMO's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.