XSMO vs. VIOO - ETF Comparison
XSMO - Invesco S&P SmallCap Momentum ETF
The Invesco S&P SmallCap Momentum ETF is an equity fund that tracks an index of U.S. small-cap stocks that exhibit strong price momentum. The fund's investment strategy involves selecting approximately 120 top-scoring stocks based on their price momentum and volatility, and weighting them by a combination of market capitalization and momentum scores. This ETF is suitable for tactical investors seeking to apply a momentum overlay to their small-cap exposure.
VIOO - Vanguard S&P Small-Cap 600 ETF
The Vanguard S&P Small-Cap 600 ETF (VIOO) tracks the performance of the S&P SmallCap 600 Index, providing diversified exposure to small-cap companies in the US equity market. The fund offers a blend of value and growth securities, with a market capitalization-weighted approach and a low expense ratio. With nearly 600 holdings, VIOO provides a broad and diversified portfolio, making it a quality addition to investors seeking small-cap exposure without a preference for value or growth equities.
| XSMO | VIOO | |
|---|---|---|
| Fund Name | Invesco S&P SmallCap Momentum ETF | Vanguard S&P Small-Cap 600 ETF |
| Fund Provider | Invesco | Vanguard |
| Index | S&P SmallCap 600 | S&P SmallCap 600 |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.39% | 0.10% |
| Inception Date | 2005-03-03 | 2010-09-07 |
| Number Of Holdings | 116 | 603 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Small-Cap | Small-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.