ESML was created on 2018-04-10 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 1842.59m in AUM and 907 holdings. ESML tracks an index of US small-cap companies with high environmental", social", and governance factor scores as determined by MSCI.
XMMO was created on 2005-03-03 by Invesco. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 3946.23m in AUM and 79 holdings. XMMO tracks an index of S&P 400 MidCap stocks selected by momentum and weighted by market cap and momentum.
Key Details
Apr 10, 2018
Mar 03, 2005
Equity
Equity
Small Cap
Mid Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
SeekingAlpha
Small-caps stocks may benefit soon from deglobalization, increased defense spending and a new era of tech advancement.
SeekingAlpha
Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.
SeekingAlpha
US small-cap stocks face an uncertain trajectory for the second half of the year as benchmark indexes sag and trail their larger peers.
SeekingAlpha
Yesterday, AI stocks soared, the Fed hedged, and the market took a well-earned breather after laughing off last weekendâs $100 oil prophecy. Nvidia hit a new high. Read more here...
SeekingAlpha
Small-cap stocksâ tendency to outperform during recessions and early-stage expansions may be related to interest rate sensitivity. Click to read.
SeekingAlpha
Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
SeekingAlpha
Q2 2025 Earnings Preview: Modest Growth Expected Amidst Economic Crosswinds
SeekingAlpha
S&P 500 Index closed at a new all-time high of 6,204.95 on June 30, 2025, prompting a familiar question among both retail investors and professional advisors: is the market now overvalued?
SeekingAlpha
The S&P 500 retreated on Friday from its record high set the previous day. The index posted a 0.3% weekly loss, snapping its two-week win streak.
SeekingAlpha
The latest weekly AAII survey showed 41.4% of respondents reporting as bullish and 35.6% were bearish. The predominant sentiment is still bullish as the bull-bear spread remains positive.
SeekingAlpha
In Nov. 2024, our CIOs met to consider upcoming year and to prepare for challenges and opportunities of 2025, identifying key themes they expected to see play out in markets and economy.
SeekingAlpha
Q1 2025 buybacks reached a record $293B, with analysts expecting 2025 total buybacks to hit $1T.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBMN | 0.14% | $445.32M | 0.18% | |
FMB | -0.25% | $1.89B | 0.65% | |
TLH | 0.26% | $11.32B | 0.15% | |
WEAT | -0.30% | $122.74M | 0.28% | |
MMIN | -0.44% | $318.80M | 0.3% | |
YEAR | -0.46% | $1.47B | 0.25% | |
IBD | -0.54% | $390.81M | 0.43% | |
ITM | -0.55% | $1.86B | 0.18% | |
STIP | -0.60% | $12.74B | 0.03% | |
NYF | 0.61% | $884.05M | 0.25% | |
FIXD | 0.67% | $3.37B | 0.65% | |
SCHQ | 0.79% | $774.95M | 0.03% | |
BNDX | 0.86% | $67.47B | 0.07% | |
IGOV | -0.88% | $1.28B | 0.35% | |
IBND | 0.88% | $407.31M | 0.5% | |
VGLT | 0.96% | $9.58B | 0.04% | |
LMBS | 0.97% | $5.12B | 0.64% | |
NUBD | -1.04% | $395.73M | 0.16% | |
BUXX | 1.08% | $312.62M | 0.25% | |
BNDW | 1.11% | $1.29B | 0.05% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TPMN | -0.02% | $31.00M | 0.65% | |
IBMS | 0.28% | $89.65M | 0.18% | |
IBMN | -0.39% | $445.32M | 0.18% | |
IBND | -0.41% | $407.31M | 0.5% | |
GOVI | 0.52% | $933.60M | 0.15% | |
JBND | -0.52% | $2.36B | 0.25% | |
SMMU | -0.56% | $899.05M | 0.35% | |
BUXX | -0.64% | $312.62M | 0.25% | |
BNDX | -0.67% | $67.47B | 0.07% | |
MLN | -0.79% | $509.07M | 0.24% | |
SHM | -0.82% | $3.41B | 0.2% | |
TOTL | -0.99% | $3.80B | 0.55% | |
OWNS | -1.05% | $128.42M | 0.3% | |
CTA | -1.06% | $1.09B | 0.76% | |
CMBS | -1.44% | $455.62M | 0.25% | |
AGZD | 1.56% | $98.59M | 0.23% | |
YEAR | -1.65% | $1.47B | 0.25% | |
SMB | -1.76% | $276.82M | 0.07% | |
JMST | 1.97% | $4.09B | 0.18% | |
TBIL | 2.04% | $5.74B | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 88.97% | $12.27B | +9.26% | 0.86% |
BN | 85.72% | $104.37B | +33.58% | 0.54% |
PH | 84.95% | $90.55B | +24.61% | 0.94% |
BNT | 84.91% | $12.72B | +34.13% | 0.00% |
EVR | 84.20% | $11.10B | +17.46% | 1.13% |
AWI | 83.22% | $7.13B | +32.75% | 0.74% |
GS | 83.04% | $215.56B | +39.66% | 1.70% |
ARES | 82.81% | $38.12B | +17.90% | 2.33% |
JHG | 82.73% | $6.39B | +11.37% | 3.84% |
KKR | 82.37% | $122.20B | +17.61% | 0.51% |
JEF | 82.28% | $11.31B | -3.45% | 2.73% |
AXP | 82.25% | $217.64B | +24.44% | 0.98% |
DOV | 82.11% | $25.65B | -2.31% | 1.10% |
CG | 81.89% | $20.82B | +23.93% | 2.41% |
APO | 81.65% | $83.28B | +17.52% | 1.28% |
EQH | 81.55% | $15.76B | +20.05% | 1.90% |
BX | 81.44% | $193.87B | +16.63% | 2.14% |
FLS | 81.14% | $6.89B | +2.21% | 1.59% |
WAB | 81.10% | $36.04B | +24.89% | 0.43% |
PIPR | 81.05% | $5.28B | +16.17% | 0.87% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -24.08% | $24.50B | +35.35% | 1.07% |
CME | -13.08% | $99.10B | +42.79% | 1.75% |
ED | -12.89% | $36.01B | +9.18% | 3.35% |
AWK | -11.13% | $27.46B | +1.26% | 2.22% |
MKTX | -10.02% | $8.05B | -3.20% | 1.40% |
K | -9.80% | $27.56B | +39.23% | 2.87% |
DFDV | -5.27% | $363.80M | +2,684.66% | 0.00% |
LITB | -4.66% | $25.19M | -67.38% | 0.00% |
ZCMD | -3.55% | $28.28M | -14.50% | 0.00% |
STG | -3.37% | $60.94M | +42.06% | 0.00% |
DG | -3.32% | $24.92B | -11.19% | 2.08% |
VSA | -3.29% | $12.16M | +18.21% | 0.00% |
VSTA | -3.27% | $336.05M | +39.20% | 0.00% |
MO | -2.62% | $98.51B | +21.76% | 6.95% |
KR | -2.51% | $47.52B | +34.10% | 1.78% |
AMT | -2.42% | $102.48B | +4.17% | 3.01% |
DUK | -2.27% | $91.02B | +9.92% | 3.56% |
HUSA | -1.93% | $20.52M | -12.60% | 0.00% |
TU | -1.85% | $24.95B | +4.01% | 7.03% |
AEP | -1.51% | $55.77B | +13.66% | 3.51% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
EXC | 0.07% | $43.36B | +20.92% | 3.63% |
SO | -0.14% | $101.63B | +13.99% | 3.12% |
GFI | 0.39% | $21.72B | +43.10% | 2.32% |
CYCN | 0.60% | $10.21M | +7.79% | 0.00% |
BCE | -0.61% | $22.18B | -26.98% | 10.11% |
ASPS | -0.63% | $148.99M | +20.50% | 0.00% |
CL | 1.01% | $71.44B | -9.50% | 2.29% |
TEF | 1.16% | $29.18B | +18.85% | 6.34% |
AEP | -1.51% | $55.77B | +13.66% | 3.51% |
COR | 1.55% | $57.11B | +30.73% | 0.73% |
TU | -1.85% | $24.95B | +4.01% | 7.03% |
HUSA | -1.93% | $20.52M | -12.60% | 0.00% |
PM | 2.22% | $281.61B | +70.52% | 2.97% |
DUK | -2.27% | $91.02B | +9.92% | 3.56% |
CNC | 2.38% | $14.93B | -56.59% | 0.00% |
AMT | -2.42% | $102.48B | +4.17% | 3.01% |
KR | -2.51% | $47.52B | +34.10% | 1.78% |
NEUE | 2.58% | $61.42M | +32.82% | 0.00% |
MO | -2.62% | $98.51B | +21.76% | 6.95% |
PHYS.U | 2.66% | - | - | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -79.98% | $94.79M | 0.59% | |
VIXY | -73.14% | $198.83M | 0.85% | |
BTAL | -68.79% | $310.74M | 1.43% | |
VIXM | -66.55% | $23.12M | 0.85% | |
IVOL | -38.74% | $342.76M | 1.02% | |
XONE | -33.25% | $629.19M | 0.03% | |
SPTS | -32.98% | $5.78B | 0.03% | |
FTSD | -28.97% | $233.17M | 0.25% | |
VGSH | -27.16% | $22.74B | 0.03% | |
UTWO | -27.16% | $376.61M | 0.15% | |
FXY | -27.05% | $793.88M | 0.4% | |
SCHO | -26.59% | $10.92B | 0.03% | |
IBTG | -24.59% | $1.93B | 0.07% | |
IBTI | -23.42% | $1.07B | 0.07% | |
IBTH | -23.23% | $1.62B | 0.07% | |
TBLL | -21.43% | $2.11B | 0.08% | |
BILS | -21.39% | $3.81B | 0.1356% | |
IBTJ | -19.20% | $688.68M | 0.07% | |
XHLF | -19.17% | $1.75B | 0.03% | |
IEI | -17.84% | $15.66B | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SMMD | 99.64% | $1.49B | 0.15% | |
SCHA | 99.61% | $17.65B | 0.04% | |
VB | 99.57% | $64.41B | 0.05% | |
NUSC | 99.56% | $1.16B | 0.31% | |
DFAS | 99.18% | $10.57B | 0.27% | |
JMEE | 99.15% | $1.92B | 0.24% | |
MDY | 99.12% | $23.16B | 0.24% | |
IJH | 99.12% | $97.21B | 0.05% | |
SPMD | 99.11% | $13.57B | 0.03% | |
IVOO | 99.07% | $2.71B | 0.07% | |
SMLF | 99.01% | $1.88B | 0.15% | |
VTWO | 98.91% | $12.53B | 0.07% | |
VXF | 98.85% | $22.59B | 0.05% | |
PRFZ | 98.85% | $2.41B | 0.34% | |
IWM | 98.85% | $66.66B | 0.19% | |
FNDA | 98.81% | $8.56B | 0.25% | |
ISCG | 98.78% | $688.45M | 0.06% | |
SCHM | 98.77% | $11.81B | 0.04% | |
FNX | 98.76% | $1.15B | 0.6% | |
XJH | 98.55% | $293.09M | 0.12% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -80.66% | $94.79M | 0.59% | |
VIXY | -76.49% | $198.83M | 0.85% | |
BTAL | -70.97% | $310.74M | 1.43% | |
VIXM | -70.07% | $23.12M | 0.85% | |
IVOL | -44.39% | $342.76M | 1.02% | |
XONE | -34.58% | $629.19M | 0.03% | |
SPTS | -32.56% | $5.78B | 0.03% | |
FTSD | -31.00% | $233.17M | 0.25% | |
FXY | -30.43% | $793.88M | 0.4% | |
SCHO | -28.70% | $10.92B | 0.03% | |
VGSH | -28.57% | $22.74B | 0.03% | |
UTWO | -28.16% | $376.61M | 0.15% | |
IBTH | -25.24% | $1.62B | 0.07% | |
IBTG | -24.45% | $1.93B | 0.07% | |
IBTI | -24.13% | $1.07B | 0.07% | |
BILS | -21.18% | $3.81B | 0.1356% | |
TBLL | -20.83% | $2.11B | 0.08% | |
XHLF | -20.46% | $1.75B | 0.03% | |
IBTJ | -19.70% | $688.68M | 0.07% | |
IEI | -18.33% | $15.66B | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MDYG | 97.24% | $2.29B | 0.15% | |
IJK | 97.13% | $8.92B | 0.17% | |
IVOG | 96.78% | $1.12B | 0.15% | |
FNY | 96.65% | $387.99M | 0.7% | |
XMHQ | 95.46% | $4.94B | 0.25% | |
VXF | 95.36% | $22.59B | 0.05% | |
IJH | 95.24% | $97.21B | 0.05% | |
MDY | 95.22% | $23.16B | 0.24% | |
ISCG | 95.22% | $688.45M | 0.06% | |
IVOO | 95.12% | $2.71B | 0.07% | |
SCHM | 95.11% | $11.81B | 0.04% | |
IMCG | 95.07% | $2.81B | 0.06% | |
SPMD | 95.05% | $13.57B | 0.03% | |
VBK | 95.00% | $19.18B | 0.07% | |
FMDE | 94.93% | $2.94B | 0.23% | |
JMEE | 94.90% | $1.92B | 0.24% | |
JHMM | 94.74% | $4.17B | 0.42% | |
SMLF | 94.68% | $1.88B | 0.15% | |
FSMD | 94.68% | $1.60B | 0.16% | |
TMSL | 94.66% | $837.12M | 0.55% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 89.17% | $12.27B | +9.26% | 0.86% |
BN | 87.01% | $104.37B | +33.58% | 0.54% |
EVR | 86.73% | $11.10B | +17.46% | 1.13% |
BNT | 86.28% | $12.72B | +34.13% | 0.00% |
JHG | 85.53% | $6.39B | +11.37% | 3.84% |
PH | 85.52% | $90.55B | +24.61% | 0.94% |
AXP | 85.40% | $217.64B | +24.44% | 0.98% |
DOV | 85.38% | $25.65B | -2.31% | 1.10% |
GS | 85.14% | $215.56B | +39.66% | 1.70% |
SNV | 84.90% | $7.30B | +15.63% | 2.90% |
WTFC | 84.86% | $8.59B | +14.64% | 1.47% |
AVNT | 84.58% | $3.02B | -29.31% | 3.23% |
CG | 84.48% | $20.82B | +23.93% | 2.41% |
KN | 84.46% | $1.52B | -9.88% | 0.00% |
PIPR | 84.02% | $5.28B | +16.17% | 0.87% |
JEF | 83.79% | $11.31B | -3.45% | 2.73% |
BX | 83.75% | $193.87B | +16.63% | 2.14% |
HBAN | 83.65% | $24.12B | +16.05% | 3.73% |
PNFP | 83.51% | $8.91B | +25.90% | 0.78% |
AIT | 83.47% | $9.69B | +20.74% | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MDLZ | 0.11% | $86.42B | +1.38% | 2.81% |
CYCN | 0.23% | $10.21M | +7.79% | 0.00% |
KR | -0.40% | $47.52B | +34.10% | 1.78% |
TEF | -0.41% | $29.18B | +18.85% | 6.34% |
VSTA | -0.49% | $336.05M | +39.20% | 0.00% |
WTRG | 0.58% | $10.50B | -7.07% | 3.47% |
IMDX | 0.67% | $79.50M | -15.50% | 0.00% |
HRL | 0.82% | $16.06B | -6.86% | 4.88% |
KMB | 0.89% | $42.06B | -11.03% | 3.91% |
KO | 1.22% | $298.54B | +7.92% | 2.87% |
SO | -1.28% | $101.63B | +13.99% | 3.12% |
EXC | 1.28% | $43.36B | +20.92% | 3.63% |
CL | -1.59% | $71.44B | -9.50% | 2.29% |
DFDV | -1.71% | $363.80M | +2,684.66% | 0.00% |
ASPS | -1.75% | $148.99M | +20.50% | 0.00% |
DUK | -1.79% | $91.02B | +9.92% | 3.56% |
STG | -1.81% | $60.94M | +42.06% | 0.00% |
LTM | 1.86% | $12.66B | -95.54% | 2.41% |
BGS | 2.08% | $325.58M | -50.96% | 18.42% |
VRCA | 2.16% | $73.82M | -90.94% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.01% | $24.50B | +35.35% | 1.07% |
ED | -13.44% | $36.01B | +9.18% | 3.35% |
AWK | -13.09% | $27.46B | +1.26% | 2.22% |
MKTX | -11.01% | $8.05B | -3.20% | 1.40% |
BCE | -10.85% | $22.18B | -26.98% | 10.11% |
K | -8.73% | $27.56B | +39.23% | 2.87% |
TU | -7.18% | $24.95B | +4.01% | 7.03% |
CME | -6.01% | $99.10B | +42.79% | 1.75% |
ZCMD | -5.60% | $28.28M | -14.50% | 0.00% |
VSA | -4.60% | $12.16M | +18.21% | 0.00% |
DG | -4.37% | $24.92B | -11.19% | 2.08% |
AMT | -4.36% | $102.48B | +4.17% | 3.01% |
GIS | -4.08% | $27.13B | -20.49% | 4.81% |
MO | -3.38% | $98.51B | +21.76% | 6.95% |
AEP | -3.19% | $55.77B | +13.66% | 3.51% |
CAG | -3.05% | $9.07B | -34.46% | 7.31% |
HSY | -2.91% | $33.01B | -14.24% | 3.35% |
JNJ | -2.68% | $373.35B | +2.75% | 3.07% |
LITB | -2.18% | $25.19M | -67.38% | 0.00% |
STG | -1.81% | $60.94M | +42.06% | 0.00% |
ESML - iShares ESG Aware MSCI USA Small Cap ETF and XMMO - Invesco S&P MidCap Momentum ETF have a 62 holding overlap. Which accounts for a 13.4% overlap.
Number of overlapping holdings
62
% of overlapping holdings
13.38%
Name | Weight in ESML | Weight in XMMO |
---|---|---|
0.59% | 2.57% | |
0.56% | 2.23% | |
0.42% | 2.21% | |
0.42% | 0.82% | |
0.40% | 2.67% | |
0.39% | 3.37% | |
0.37% | 2.28% | |
0.36% | 2.29% | |
0.33% | 1.44% | |
0.31% | 1.35% |
iShares ESG Aware MSCI USA Small Cap ETF - ESML is made up of 904 holdings. Invesco S&P MidCap Momentum ETF - XMMO is made up of 79 holdings.
Name | Weight |
---|---|
0.59% | |
0.56% | |
0.45% | |
0.42% | |
0.42% | |
0.40% | |
0.39% | |
0.38% | |
0.38% | |
0.38% | |
![]() | 0.37% |
![]() | 0.36% |
![]() | 0.36% |
0.33% | |
![]() | 0.33% |
![]() | 0.32% |
0.32% | |
0.31% | |
0.31% | |
0.31% | |
0.31% | |
![]() | 0.30% |
0.30% | |
0.30% | |
0.30% | |
0.30% | |
![]() | 0.29% |
![]() | 0.29% |
0.29% | |
0.29% |
Name | Weight |
---|---|
5.32% | |
3.74% | |
3.37% | |
2.85% | |
2.67% | |
2.57% | |
2.45% | |
![]() | 2.29% |
![]() | 2.28% |
2.24% | |
2.23% | |
2.21% | |
2.18% | |
1.94% | |
1.86% | |
1.71% | |
![]() | 1.68% |
1.64% | |
1.64% | |
![]() | 1.63% |
1.55% | |
1.44% | |
1.40% | |
1.38% | |
1.37% | |
1.35% | |
1.34% | |
1.29% | |
1.25% | |
![]() | 1.22% |