BIT vs XMLV

Comparison between BlackRock Multi-Sector Income Trust (BIT, ETF) and INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF).

5-Year PerformanceXMLV has outperformed BIT, delivering a return of +6.8% compared to +2.0%

BIT vs XMLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIT(ETF)	XMLV(ETF)
Net Assets	$749M	$748M
Expense Ratio	N/A	0.25%
Max Drawdown	53.30%	40.50%
Sharpe Ratio	-0.88	0.63
5Y Beta	0.35	0.44
P/E Ratio	N/A	17.92
Forward P/E	N/A	15.94
PEG Ratio	N/A	0.17
5Y Dividends CAGR	2.15%	22.42%
5Y EPS CAGR	N/A	10.89%
Debt to Equity	N/A	63.50%
P/S Ratio	N/A	2.55
P/B Ratio	N/A	1.95

Net Assets

Winner

BIT

$749M

XMLV

$748M

Expense Ratio

BIT

N/A

XMLV

0.25%

Max Drawdown

BIT

53.30%

Winner

XMLV

40.50%

Sharpe Ratio

BIT

-0.88

Winner

XMLV

0.63

5Y Beta

Winner

BIT

0.35

XMLV

0.44

P/E Ratio

BIT

N/A

XMLV

17.92

Forward P/E

BIT

N/A

XMLV

15.94

PEG Ratio

BIT

N/A

XMLV

0.17

5Y Dividends CAGR

BIT

2.15%

Winner

XMLV

22.42%

5Y EPS CAGR

BIT

N/A

XMLV

10.89%

Debt to Equity

BIT

N/A

XMLV

63.50%

P/S Ratio

BIT

N/A

XMLV

2.55

P/B Ratio

BIT

N/A

XMLV

1.95

BIT vs XMLV - Historical Returns

Returns include dividend reinvestment.

Period	BIT	XMLV
1 month	-2.42%	-0.84%
3 months	-0.71%	+4.49%
6 months	-3.94%	+3.84%
1 year	-2.27%	+10.52%
5 years(CAGR)	+2.00%	+6.85%
10 years(CAGR)	+6.55%	+7.96%
Max(CAGR)	+5.84%	+9.88%

BIT

-2.42%

Winner

XMLV

-0.84%

BIT

-0.71%

Winner

XMLV

+4.49%

BIT

-3.94%

Winner

XMLV

+3.84%

BIT

-2.27%

Winner

XMLV

+10.52%

5Y(CAGR)

BIT

+2.00%

Winner

XMLV

+6.85%

10Y(CAGR)

BIT

+6.55%

Winner

XMLV

+7.96%

Max(CAGR)

BIT

+5.84%

Winner

XMLV

+9.88%

BIT vs XMLV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BIT	XMLV
2026	-1.60%	+10.38%
2025	+2.49%	+5.88%
2024	+7.07%	+16.72%
2023	+16.41%	+1.70%
2022	-14.15%	-6.04%
2021	+15.26%	+24.82%
2020	+19.14%	-7.56%
2019	+12.67%	+25.81%
2018	-7.43%	-0.21%
2017	+18.37%	+13.66%
2016	+17.55%	+23.26%
2015	+2.08%	+5.16%
2014	+5.67%	+19.64%
2013	-8.42%	+14.56%

BIT vs XMLV Drawdown Comparison

The maximum drawdown for BIT was -43.56%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The current BIT drawdown is -6.69%. The current XMLV drawdown is -3.04%.

Rank	BIT	XMLV
#1	-43.56% Dec 2, 2019 - Aug 12, 2020	-39.83% Feb 18, 2020 - Apr 15, 2021
#2	-23.70% Oct 22, 2021 - Jan 25, 2024	-16.54% Dec 29, 2021 - Mar 27, 2024
#3	-20.34% Mar 25, 2013 - May 12, 2014	-13.81% Nov 25, 2024 - Aug 22, 2025
#4	-13.52% Aug 28, 2018 - Apr 1, 2019	-13.26% Sep 14, 2018 - Feb 15, 2019
#5	-10.42% Feb 14, 2025 - Jun 11, 2025	-9.62% Aug 17, 2015 - Nov 23, 2015
#6	-10.24% Apr 28, 2015 - May 9, 2016	-9.26% Dec 1, 2015 - Mar 3, 2016
#7	-8.97% Aug 13, 2025 - Mar 27, 2026	-8.93% May 21, 2013 - Jul 18, 2013
#8	-8.06% Sep 7, 2016 - Dec 29, 2016	-8.47% Jul 23, 2013 - Oct 18, 2013
#9	-7.46% Jan 9, 2018 - Aug 14, 2018	-7.97% Jan 26, 2018 - May 10, 2018
#10	-7.26% Aug 29, 2014 - Feb 12, 2015	-7.03% Mar 2, 2026 - Jun 25, 2026
#11	-6.62% Mar 27, 2024 - Sep 24, 2024	-6.72% Jul 1, 2014 - Oct 28, 2014
#12	-4.15% Aug 2, 2019 - Oct 14, 2019	-6.13% Sep 7, 2016 - Nov 28, 2016
#13	-4.02% Jul 9, 2014 - Aug 29, 2014	-5.57% Nov 15, 2021 - Dec 27, 2021
#14	-3.99% Oct 24, 2017 - Dec 28, 2017	-5.56% Sep 2, 2021 - Nov 1, 2021
#15	-3.86% Sep 24, 2024 - Jan 15, 2025	-5.37% Mar 28, 2024 - May 9, 2024

Correlation

Correlation between BIT and XMLV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

BIT vs XMLV dividend yield comparison.

Year	BIT	XMLV
2026	8.30%	1.58%
2025	11.15%	2.87%
2024	10.17%	2.23%
2023	9.89%	2.34%
2022	9.57%	2.05%
2021	8.18%	1.14%
2020	8.46%	1.93%
2019	8.84%	2.02%
2018	9.12%	2.13%
2017	8.44%	1.74%
2016	11.65%	1.72%
2015	8.66%	1.85%
2014	8.85%	2.00%
2013	6.82%	1.63%