BBHY vs XSVM
Comparison between JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceXSVM has outperformed BBHY, delivering a return of +7.4% compared to +4.1%
BBHY vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BBHY vs XSVM - Historical Returns
Returns include dividend reinvestment.
BBHY vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BBHY | XSVM |
|---|---|---|
| 2026 | +1.85% | +20.89% |
| 2025 | +8.28% | +8.44% |
| 2024 | +8.22% | +2.66% |
| 2023 | +11.85% | +21.36% |
| 2022 | -10.31% | -14.95% |
| 2021 | +4.19% | +57.25% |
| 2020 | +5.26% | +5.22% |
| 2019 | +14.72% | +28.56% |
| 2018 | -2.57% | -12.72% |
| 2017 | +6.56% | +2.33% |
| 2016 | +1.83% | +38.71% |
| 2015 | N/A | -8.23% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +39.94% |
| 2012 | N/A | +19.01% |
| 2011 | N/A | -3.14% |
| 2010 | N/A | +16.35% |
| 2009 | N/A | +16.81% |
| 2008 | N/A | -30.67% |
| 2007 | N/A | -8.82% |
| 2006 | N/A | +15.68% |
| 2005 | N/A | +3.39% |
BBHY vs XSVM Drawdown Comparison
The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current BBHY drawdown is -0.00%.
| Rank | BBHY | XSVM |
|---|---|---|
| #1 | -24.98% Feb 20, 2020 - Aug 4, 2020 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -15.32% Dec 27, 2021 - Dec 21, 2023 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -5.00% Feb 28, 2025 - May 12, 2025 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -4.79% Oct 2, 2018 - Jan 18, 2019 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -2.75% Jan 25, 2018 - Oct 1, 2018 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -2.56% Sep 2, 2020 - Oct 9, 2020 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -2.50% Oct 25, 2016 - Dec 23, 2016 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -2.37% Feb 20, 2026 - Apr 9, 2026 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -2.33% Feb 12, 2021 - May 5, 2021 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -2.27% Sep 15, 2021 - Dec 23, 2021 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -2.16% Mar 27, 2024 - May 6, 2024 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -2.00% Mar 1, 2017 - Apr 10, 2017 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -1.71% Oct 24, 2017 - Jan 3, 2018 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -1.69% Dec 6, 2024 - Jan 21, 2025 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -1.58% Oct 12, 2020 - Nov 4, 2020 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between BBHY and XSVM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
BBHY vs XSVM dividend yield comparison.
| Year | BBHY | XSVM |
|---|---|---|
| 2026 | 2.92% | 0.42% |
| 2025 | 7.24% | 2.29% |
| 2024 | 7.18% | 1.69% |
| 2023 | 6.49% | 1.31% |
| 2022 | 5.92% | 1.79% |
| 2021 | 4.06% | 1.23% |
| 2020 | 4.73% | 1.21% |
| 2019 | 4.99% | 1.22% |
| 2018 | 5.02% | 2.54% |
| 2017 | 4.81% | 1.90% |
| 2016 | 1.42% | 2.29% |
| 2015 | 0.00% | 2.68% |
| 2014 | 0.00% | 1.32% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 2.10% |
| 2011 | 0.00% | 1.04% |
| 2010 | 0.00% | 1.18% |
| 2009 | 0.00% | 0.74% |
| 2008 | 0.00% | 1.07% |
| 2007 | 0.00% | 3.70% |
| 2006 | 0.00% | 0.63% |
| 2005 | 0.00% | 0.59% |
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