Which returned more over the last year, SMMD or XMMO?

In the year to Nov 4, 2026, with distributions reinvested, SMMD returned +22.4% and XMMO +0.4%.

Which is cheaper, SMMD or XMMO?

SMMD is cheaper, by 0.19 percentage points a year. That is about $19 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do SMMD and XMMO overlap with the S&P 500?

By their latest filed holdings, 10% of SMMD and 0% of XMMO by weight is stocks the S&P 500 already holds.

Data as of Nov 4, 2026.

Across categories

SMMD vs XMMO: Differences, Returns & Fees

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Over the year to Nov 4, 2026, SMMD returned +22.4% to XMMO's +0.4%; 9% of their weight is in the same names.

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Net assets on Nov 3, 2026: $4.2bn for iShares Russell 2500 ETF and $6.6bn for Invesco S&P MidCap Momentum ETF.

SMMD on its own →XMMO on its own →

At a glance

+22.4%

SMMD total return, 1 year

+0.4%

XMMO total return, 1 year

0.15%

SMMD expense ratio

0.34%

XMMO expense ratio

Pair scorecard

SMMD costs 0.19 points a year less; their one-year returns differ by 22.0 points; XMMO is 1.6 times larger.

SMMD vs XMMO: Differences, Returns & Fees
Measure	SMMD	XMMO
Return
Measure	SMMD	XMMO
Total return, 1 year	+22.4%	+0.4%
Drawdown
Measure	SMMD	XMMO
Below its high	5.3%, high on Aug 14, 2026	22.5%, high on Jun 22, 2026
Benchmark
Measure	SMMD	XMMO
What it tracks	Russell 2500 Index	S&P MidCap 400 Momentum Index
Cost and size
Measure	SMMD	XMMO
Expense ratio	0.15%	0.34%
Net assets, as of Nov 3, 2026	$4.2bn	$6.6bn
Holdings
Measure	SMMD	XMMO
Holdings in common	9%
Top ten holdings, share of the fund	43.4%	29.6%

Method

What they share

By the books each fund has filed, SMMD and XMMO hold 9% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026.

50%

0 half 100%

half

9% in common

Positions both hold · largest shared weight first SMMD XMMO

ATI 0.34% 4.07%

RELIANCE STEEL & ALUMINUM 0.31% 2.26%

NVENT ELECTRIC PLC 0.29% 2.40%

PERMIAN RESOURCES CLASS A 0.26% 1.90%

ROIVANT SCIENCES LTD 0.26% 3.80%

OVINTIV 0.25% 1.63%

HF SINCLAIR 0.24% 2.82%

TD SYNNEX 0.24% 2.39%

WESCO INTERNATIONAL 0.23% 1.51%

MACOM TECHNOLOGY SOLUTIONS 0.22% 1.40%

RBC BEARINGS 0.22% 1.39%

LATTICE SEMICONDUCTOR 0.21% 1.98%

Only in one fund ↓

Only in SMMD

ISHARES RUSSELL 2000 ETF 40.62%

GUARDANT HEALTH 0.31%

PACKAGING CORP OF AMERICA 0.31%

US FOODS HOLDING 0.31%

VIATRIS 0.31%

NISOURCE 0.30%

SOFI TECHNOLOGIES 0.30%

TENET HEALTHCARE CORP 0.30%

Only in XMMO

TechnipFMC PLC 4.22%

United Therapeutics Corp 2.67%

BrightSpring Health Services Inc 2.31%

Moog Inc 1.63%

Curtiss-Wright Corp 1.49%

PBF Energy Inc 1.36%

Krystal Biotech Inc 1.25%

Cytokinetics Inc 0.84%

Check overlap with more funds →

Side by side

SMMD iShares Russell 2500 ETF XMMO Invesco S&P MidCap Momentum ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Invesco

What it is Tracks an index Tracks an index

Total return, 1 year +22.4% +0.4%

Its benchmark over the same days +14.8% (IWV) not measured

Gap to its benchmark +7.6 pts vs IWV not measured

Expense ratio 0.15% 0.34%

Already in the S&P 500 10.3% 0.0%

Holdings 516 79

Net assets, as of Nov 3, 2026 $4.2bn $6.6bn

SMMD and XMMO on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

Client brief:

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About each fund

SMMD

Over the year to Nov 4, 2026 it returned +22.4% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.

SMMD tracks an index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Nov 3, 2026, 10% of the fund by weight is stocks the S&P 500 also holds, across 516 positions, with the top ten at 43.4%. It sat 5.3% below its high of Aug 14, 2026 on Nov 4, 2026.

XMMO

XMMO tracks an index. Over the year to Nov 4, 2026 it returned +0.4% with distributions reinvested. The prospectus expense ratio is 0.34% a year. By its holdings published by its issuer for Nov 3, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 79 positions, with the top ten at 29.6%. It sat 22.5% below its high of Jun 22, 2026 on Nov 4, 2026.

Questions people ask

Which returned more over the last year, SMMD or XMMO?: In the year to Nov 4, 2026, with distributions reinvested, SMMD returned +22.4% and XMMO +0.4%.
Which is cheaper, SMMD or XMMO?: SMMD is cheaper, by 0.19 percentage points a year. That is about $19 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SMMD and XMMO overlap with the S&P 500?: By their latest filed holdings, 10% of SMMD and 0% of XMMO by weight is stocks the S&P 500 already holds.

Other comparisons

JHMM vs SMMD SMMD vs XMHQ SMMD vs VFLO FMDE vs SMMD IMCB vs XMMO FLQM vs XMMO IJH vs XMMO IMCG vs XMMO

Where to next

SMMD on its own →XMMO on its own →Hold both: look the portfolio through →Rankings →SMMD dividend history →SMMD holdings →XMMO dividend history →XMMO holdings →Standards and sources →

Sources and dates

SMMD filings on SEC EDGAR ↗

SMMD prospectus with the expense ratio (SEC) ↗

iShares page for SMMD ↗

XMMO filings on SEC EDGAR ↗

XMMO prospectus with the expense ratio (SEC) ↗

Invesco page for XMMO ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, SMMD against XMMO, data as of Nov 4, 2026. https://etfiq.com/compare/any/smmd-vs-xmmo

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.