FMTM vs LOWV
MarketDesk Focused US Momentum ETF vs AB US Low Volatility Equity ETF
Which is better, FMTM or LOWV?
FMTM has been ahead.
LOWV has a lower expense ratio. FMTM led over 1Y and the full window. FMTM is less concentrated, with 34.9% of the fund in its ten largest positions against 42.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FMTM | LOWV |
|---|---|---|
| Expense Ratio | 0.45% | 0.39%Best |
| AUM | $284M | $206M |
| Dividend Yield | 0.24% | 0.87% |
| Holdings | 86 | 71 |
| YTD Return | +19.82%Best | +8.98% |
| 1Y Return | +33.28%Best | +9.29% |
| 3Y Return (annualized) | - | +16.12% |
| Volatility (annualized) | 19.8% | 9.8%Best |
| Max Drawdown | -15.4% | -10.9%Best |
| $10,000 over 1.6 years | $15,915Best | $12,312 |
| Top 10 Weight | 34.9%Best | 42.0% |
| Fund Family | MarketDesk Indices | AllianceBernstein L.P. |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Mar 20, 2025 | Mar 22, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 20, 2025 to Oct 14, 2026 (1.6 years).
FMTM vs LOWV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
FMTM vs LOWV Performance
MarketDesk Focused US Momentum ETF (FMTM) is an ETF from MarketDesk Indices and AB US Low Volatility Equity ETF (LOWV) is an ETF from AllianceBernstein L.P.. Over the past year FMTM returned +33.28% while LOWV returned +9.29%. Year to date, FMTM is up 19.82% versus a gain of 8.98% for LOWV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FMTM has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 9.8% for LOWV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.4% for FMTM and -10.9% for LOWV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.34. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FMTM charges 0.45% per year while LOWV charges 0.39%. On a $10,000 position that is $45 vs $39 annually, a gap of $6 per year that compounds over a long holding period. On income, FMTM currently yields 0.24% against 0.87% for LOWV.
Holdings Overlap
6.6% of FMTM's money is in holdings LOWV also owns. 1.2% of LOWV's money is in holdings FMTM also owns.
FMTM and LOWV share little of their money.
2 positions in common, counted across the 31 positions we hold weights for in FMTM and 68 in LOWV, against full books of 86 and 71.
What only one of them owns
Our book lists 59 positions for LOWV that do not appear in our book for FMTM (91.5% of the fund), and 29 for FMTM that do not appear in LOWV (93.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of FMTM and LOWV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FMTM or LOWV?
FMTM has an expense ratio of 0.45% while LOWV charges 0.39%. LOWV is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, FMTM or LOWV?
Over the past year FMTM returned +33.28% vs +9.29% for LOWV, so FMTM leads on 1-year performance. Over the longest common window we track (2 years), FMTM annualized +33.70% vs +13.88% for LOWV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FMTM or LOWV?
FMTM has been the more volatile fund at 19.8% annualized versus 9.8% for LOWV. Worst drawdown: FMTM -15.4% vs LOWV -10.9%.
Should I hold both FMTM and LOWV?
FMTM and LOWV have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between FMTM and LOWV?
6.6% of FMTM's money is in holdings LOWV also owns. 1.2% of LOWV's is in holdings FMTM also owns. They hold 2 positions in common, counted across the 31 positions we hold weights for in FMTM and 68 in LOWV.
Which pays a higher dividend, FMTM or LOWV?
FMTM yields 0.24% while LOWV yields 0.87%, so LOWV currently pays the higher dividend yield.
Is LOWV better than FMTM?
LOWV has a lower expense ratio. FMTM led over 1Y and the full window. FMTM is less concentrated, with 34.9% of the fund in its ten largest positions against 42.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.