XSVM vs. IJR - ETF Comparison
XSVM - Invesco S&P SmallCap Value with Momentum ETF
The Invesco S&P SmallCap Value with Momentum ETF is an equity fund that tracks an index of undervalued U.S. small-cap stocks with strong price momentum. The fund's investment strategy combines value and momentum factors, selecting the 120 most undervalued companies with strong price momentum from the S&P SmallCap 600 Index. The portfolio is weighted based on companies' value scores, offering a unique blend of value and momentum investing.
IJR - iShares Core S&P Small-Cap ETF
The iShares Core S&P Small-Cap ETF provides exposure to small-cap U.S. stocks, offering investors a growth opportunity through a diversified portfolio of over 600 companies. While small-cap investing carries higher risk, this ETF can be a valuable addition to a portfolio for those seeking growth and aware of the associated volatility.
| XSVM | IJR | |
|---|---|---|
| Fund Name | Invesco S&P SmallCap Value with Momentum ETF | iShares Core S&P Small-Cap ETF |
| Fund Provider | Invesco | BlackRock |
| Index | S&P SmallCap 600 | S&P SmallCap 600 |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.36% | 0.06% |
| Inception Date | 2005-03-03 | 2000-05-22 |
| Number Of Holdings | 121 | 608 |
| 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.