BKLN vs XMMO
Comparison between INVESCO SENIOR LOAN ETF (BKLN, ETF) and INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF).
5-Year PerformanceXMMO has outperformed BKLN, delivering a return of +16.9% compared to +5.3%
BKLN vs XMMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BKLN vs XMMO - Historical Returns
Returns include dividend reinvestment.
BKLN vs XMMO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BKLN | XMMO |
|---|---|---|
| 2026 | +0.35% | +19.85% |
| 2025 | +6.88% | +12.76% |
| 2024 | +8.25% | +39.61% |
| 2023 | +12.04% | +22.48% |
| 2022 | -2.47% | -16.03% |
| 2021 | +2.50% | +18.27% |
| 2020 | +1.11% | +28.91% |
| 2019 | +9.72% | +37.05% |
| 2018 | -1.53% | +5.03% |
| 2017 | +1.99% | +35.95% |
| 2016 | +9.18% | +6.51% |
| 2015 | -2.90% | -3.76% |
| 2014 | +0.55% | +11.42% |
| 2013 | +3.82% | +25.37% |
| 2012 | +9.61% | +12.68% |
| 2011 | -2.04% | -6.90% |
| 2010 | N/A | +27.98% |
| 2009 | N/A | +19.98% |
| 2008 | N/A | -43.58% |
| 2007 | N/A | +27.23% |
| 2006 | N/A | +8.57% |
| 2005 | N/A | +16.36% |
BKLN vs XMMO Drawdown Comparison
The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.
The current BKLN drawdown is -0.05%. The current XMMO drawdown is -0.35%.
| Rank | BKLN | XMMO |
|---|---|---|
| #1 | -24.16% Jan 8, 2020 - Dec 2, 2020 | -55.37% Dec 10, 2007 - Jan 22, 2013 |
| #2 | -8.75% May 13, 2011 - Feb 2, 2012 | -36.73% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -7.31% Jan 14, 2022 - Jan 23, 2023 | -27.91% Nov 8, 2021 - Jan 30, 2024 |
| #4 | -7.07% May 4, 2015 - Jul 8, 2016 | -26.04% Jul 31, 2015 - Feb 8, 2017 |
| #5 | -5.69% Oct 2, 2018 - Feb 22, 2019 | -25.06% Sep 14, 2018 - Feb 25, 2019 |
| #6 | -3.73% Jul 2, 2014 - Apr 7, 2015 | -24.94% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -3.71% May 4, 2012 - Jul 13, 2012 | -15.52% May 8, 2006 - Dec 4, 2006 |
| #8 | -3.55% Feb 18, 2025 - May 2, 2025 | -11.58% Feb 12, 2021 - Apr 26, 2021 |
| #9 | -3.07% Jan 9, 2026 - May 5, 2026 | -10.47% Apr 26, 2021 - Oct 20, 2021 |
| #10 | -2.66% Mar 3, 2023 - Apr 11, 2023 | -9.79% Sep 5, 2014 - Nov 21, 2014 |
| #11 | -2.39% Mar 3, 2011 - Apr 4, 2011 | -9.74% Mar 7, 2005 - Jun 16, 2005 |
| #12 | -2.04% May 22, 2013 - Oct 28, 2013 | -9.59% Jan 26, 2018 - Mar 7, 2018 |
| #13 | -1.66% Jul 22, 2024 - Aug 16, 2024 | -9.50% Jul 19, 2007 - Sep 19, 2007 |
| #14 | -1.57% Sep 17, 2019 - Dec 4, 2019 | -8.69% Jul 16, 2024 - Sep 19, 2024 |
| #15 | -1.52% Oct 17, 2012 - Dec 6, 2012 | -8.46% Oct 31, 2007 - Dec 10, 2007 |
Correlation
Correlation between BKLN and XMMO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
BKLN vs XMMO dividend yield comparison.
| Year | BKLN | XMMO |
|---|---|---|
| 2026 | 2.08% | 0.15% |
| 2025 | 6.95% | 0.78% |
| 2024 | 8.41% | 0.34% |
| 2023 | 8.59% | 0.80% |
| 2022 | 4.94% | 1.43% |
| 2021 | 3.11% | 0.41% |
| 2020 | 3.56% | 0.61% |
| 2019 | 4.86% | 0.60% |
| 2018 | 4.51% | 0.19% |
| 2017 | 3.50% | 0.21% |
| 2016 | 4.54% | 0.22% |
| 2015 | 4.12% | 0.64% |
| 2014 | 4.12% | 1.24% |
| 2013 | 4.40% | 1.30% |
| 2012 | 4.81% | 1.07% |
| 2011 | 3.39% | 0.32% |
| 2010 | 0.00% | 0.27% |
| 2009 | 0.00% | 0.08% |
| 2007 | 0.00% | 0.01% |
| 2006 | 0.00% | 0.60% |
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