XMMO vs. IAK ETF Comparison

Comparison of Invesco S&P MidCap Momentum ETF (XMMO) to iShares U.S. Insurance ETF (IAK)

XMMO

Invesco S&P MidCap Momentum ETF

XMMO Description

The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400 that have the highest momentum score.

Grade (RS Rating)

Last Trade

$128.74

Average Daily Volume

212,222

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IAK

iShares U.S. Insurance ETF

IAK Description

The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$132.27

Average Daily Volume

67,323

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	XMMO	IAK
30 Days	3.10%	-0.77%
60 Days	7.60%	2.42%
90 Days	9.14%	8.26%
12 Months	55.03%	38.19%

3 Overlapping Holdings

Symbol	Grade	Weight in XMMO	Weight in IAK	Overlap
CNO	B	0.41%	0.49%	0.41%
FNF	A	1.89%	1.82%	1.82%
ORI	A	0.92%	1.05%	0.92%

XMMO Overweight 74 Positions Relative to IAK

Symbol	Grade	Weight
EME	A	3.58%
RGA	B	2.87%
SFM	A	2.87%
WSM	D	2.83%
TPL	A	2.79%
LII	A	2.58%
THC	C	2.46%
CW	B	2.44%
CSL	C	2.41%
EVR	B	2.16%
EQH	B	2.12%
FIX	A	2.08%
TOL	B	2.08%
TXRH	B	2.02%
IBKR	A	1.98%
WING	D	1.96%
JEF	A	1.93%
CASY	A	1.76%
XPO	B	1.74%
MUSA	B	1.6%
DTM	A	1.57%
ANF	C	1.49%
HLI	B	1.47%
EWBC	A	1.45%
SF	B	1.44%
ITT	A	1.42%
HRB	D	1.4%
PSTG	F	1.37%
CLH	C	1.37%
AIT	B	1.35%
EHC	B	1.31%
BLD	F	1.28%
CVLT	B	1.25%
JLL	D	1.21%
BWXT	A	1.21%
NBIX	C	1.2%
AYI	B	1.17%
CR	A	1.17%
CACI	C	1.16%
COKE	C	1.06%
EXP	B	1.04%
NVT	C	1.02%
CNM	C	1.0%
ALLY	C	0.97%
KEX	B	0.95%
LNW	F	0.91%
MORN	B	0.91%
BRBR	A	0.91%
MTG	D	0.9%
FLR	B	0.84%
NYT	D	0.82%
FLS	A	0.8%
RYAN	B	0.8%
KD	A	0.79%
KNF	B	0.78%
ESAB	C	0.76%
OLED	F	0.72%
R	B	0.7%
GAP	D	0.66%
CBT	C	0.63%
KBH	D	0.61%
CRUS	F	0.6%
AMG	C	0.56%
ESNT	D	0.55%
JHG	B	0.55%
SLM	B	0.54%
UMBF	B	0.54%
LOPE	B	0.53%
BCO	F	0.52%
AM	A	0.5%
POST	C	0.48%
SBRA	B	0.44%
IBOC	B	0.4%
PPC	B	0.35%

XMMO Underweight 49 Positions Relative to IAK

Symbol	Grade	Weight
PGR	B	-16.35%
CB	C	-11.69%
TRV	A	-6.34%
AFL	C	-6.0%
MET	A	-4.7%
PRU	B	-4.66%
ALL	A	-4.52%
AIG	C	-4.47%
HIG	B	-4.02%
ACGL	D	-3.88%
CINF	A	-2.76%
MKL	A	-2.61%
PFG	C	-2.17%
WRB	B	-2.12%
L	A	-1.78%
UNM	A	-1.42%
AIZ	A	-1.32%
KNSL	B	-1.24%
AFG	A	-1.21%
ERIE	F	-1.2%
PRI	A	-1.19%
GL	C	-1.16%
RLI	A	-0.87%
FAF	C	-0.79%
AXS	A	-0.78%
SIGI	B	-0.72%
THG	A	-0.7%
LNC	B	-0.6%
WTM	A	-0.58%
AGO	A	-0.54%
KMPR	A	-0.51%
BHF	C	-0.37%
OSCR	C	-0.36%
GNW	A	-0.35%
PLMR	A	-0.33%
STC	B	-0.24%
MCY	B	-0.24%
TRUP	B	-0.21%
LMND	A	-0.21%
HMN	B	-0.2%
SKWD	A	-0.2%
EIG	B	-0.16%
SAFT	B	-0.16%
CNA	C	-0.14%
AMSF	B	-0.14%
PRA	B	-0.1%
AMBC	C	-0.08%
UFCS	A	-0.06%
JRVR	F	-0.03%