DJD vs XMVM
Comparison between INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
5-Year PerformanceXMVM has outperformed DJD, delivering a return of +11.0% compared to +10.9%
DJD vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DJD
$451M
Winner
XMVM
$455M
Expense Ratio
Winner
DJD
0.07%
XMVM
0.39%
Max Drawdown
Winner
DJD
35.36%
XMVM
63.81%
Sharpe Ratio
Winner
DJD
1.86
XMVM
1.72
5Y Beta
Winner
DJD
0.53
XMVM
0.87
P/E Ratio
DJD
20.80
Winner
XMVM
12.79
Forward P/E
DJD
17.52
Winner
XMVM
11.41
PEG Ratio
DJD
0.76
Winner
XMVM
0.12
5Y Dividends CAGR
DJD
2.56%
Winner
XMVM
24.45%
5Y EPS CAGR
DJD
7.18%
Winner
XMVM
10.38%
Debt to Equity
Winner
DJD
-44.32%
XMVM
42.95%
P/S Ratio
DJD
2.47
Winner
XMVM
0.70
P/B Ratio
DJD
4.34
Winner
XMVM
1.52
DJD vs XMVM - Holdings Comparison
DJD and XMVM have 2 common holdings. Overlap is 0.02%
DJD's top 25 holdings weight is 97.86%. XMVM's top 25 holdings weight is 45.51%.
| Rank | DJD | XMVM |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 9.43% | TD SYNNEX CORP (SNX) - 3.64% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 7.07% | LEAR CORP (LEA) - 3.04% |
| #3 | CHEVRON CORP (CVX) - 6.60% | HF SINCLAIR CORP (DINO) - 2.55% |
| #4 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.55% | n/a (BHF) - 2.17% |
| #5 | CISCO SYSTEMS INC (CSCO) - 6.13% | PBF ENERGY INC CLASS A (PBF) - 2.09% |
| #6 | MERCK & CO INC (MRK) - 4.84% | MACY'S INC (M) - 1.95% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 4.79% | VALARIS LTD (VAL) - 1.93% |
| #8 | COCA-COLA CO (KO) - 4.65% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.79% |
| #9 | PROCTER & GAMBLE CO (PG) - 4.11% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.77% |
| #10 | AMGEN INC (AMGN) - 3.99% | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.76% |
| #11 | THE HOME DEPOT INC (HD) - 3.85% | n/a (GHC) - 1.76% |
| #12 | JPMORGAN CHASE & CO (JPM) - 3.70% | BANK OZK (OZK) - 1.69% |
| #13 | NIKE INC CLASS B (NKE) - 3.66% | VISTEON CORP (VC) - 1.67% |
| #14 | HONEYWELL INTERNATIONAL INC (HON) - 3.40% | RYDER SYSTEM INC (R) - 1.64% |
| #15 | JOHNSON & JOHNSON (JNJ) - 3.40% | VALLEY NATIONAL BANCORP (VLY) - 1.62% |
| #16 | 3M CO (MMM) - 3.29% | PERFORMANCE FOOD GROUP CO (PFGC) - 1.55% |
| #17 | MCDONALD'S CORP (MCD) - 3.28% | UNUM GROUP (UNM) - 1.48% |
| #18 | THE WALT DISNEY CO (DIS) - 2.52% | AUTONATION INC (AN) - 1.47% |
| #19 | THE TRAVELERS COMPANIES INC (TRV) - 2.46% | WEBSTER FINANCIAL CORP (WBS) - 1.46% |
| #20 | AMERICAN EXPRESS CO (AXP) - 1.91% | UNITED BANKSHARES INC (UBSI) - 1.45% |
| #21 | CATERPILLAR INC (CAT) - 1.85% | ZIONS BANCORP NA (ZION) - 1.44% |
| #22 | MICROSOFT CORP (MSFT) - 1.79% | CNO FINANCIAL GROUP INC (CNO) - 1.41% |
| #23 | SALESFORCE INC (CRM) - 1.65% | WESCO INTERNATIONAL INC (WCC) - 1.41% |
| #24 | VISA INC CLASS A (V) - 1.52% | ARAMARK (ARMK) - 1.39% |
| #25 | SHERWIN-WILLIAMS CO (SHW) - 1.42% | F N B CORP (FNB) - 1.38% |
| Total Holdings | 30 | 81 |
DJD vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DJD
+4.96%
XMVM
+4.84%
3M
DJD
+5.32%
Winner
XMVM
+11.02%
6M
Winner
DJD
+12.31%
XMVM
+9.39%
1Y
DJD
+25.49%
Winner
XMVM
+33.37%
5Y(CAGR)
DJD
+10.95%
Winner
XMVM
+10.99%
10Y(CAGR)
Winner
DJD
+12.56%
XMVM
+12.20%
Max(CAGR)
Winner
DJD
+12.37%
XMVM
+9.49%
DJD vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | DJD | XMVM |
|---|---|---|
| 2026 | +12.16% | +10.28% |
| 2025 | +15.83% | +19.49% |
| 2024 | +12.64% | +12.02% |
| 2023 | +9.13% | +18.01% |
| 2022 | -1.33% | -8.79% |
| 2021 | +23.83% | +38.13% |
| 2020 | +0.06% | +5.79% |
| 2019 | +22.32% | +30.77% |
| 2018 | -0.37% | -10.13% |
| 2017 | +20.68% | +1.49% |
| 2016 | +19.78% | +30.34% |
| 2015 | -0.12% | -7.21% |
| 2014 | N/A | +14.45% |
| 2013 | N/A | +36.61% |
| 2012 | N/A | +16.95% |
| 2011 | N/A | -1.86% |
| 2010 | N/A | +12.61% |
| 2009 | N/A | +21.72% |
| 2008 | N/A | -36.11% |
| 2007 | N/A | -0.16% |
| 2006 | N/A | +12.55% |
| 2005 | N/A | +10.42% |
DJD vs XMVM Drawdown Comparison
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current DJD drawdown is -0.04%. The current XMVM drawdown is -0.71%.
| Rank | DJD | XMVM |
|---|---|---|
| #1 | -34.64% Jan 17, 2020 - Dec 4, 2020 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -19.95% Apr 20, 2022 - Dec 14, 2023 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -14.03% Oct 3, 2018 - Feb 25, 2019 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -12.29% Feb 28, 2025 - Jul 1, 2025 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -11.95% Jan 26, 2018 - Sep 14, 2018 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -9.95% Dec 29, 2015 - Mar 16, 2016 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -6.72% Jan 12, 2022 - Mar 25, 2022 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -6.72% Nov 29, 2024 - Feb 13, 2025 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -6.68% Jul 29, 2019 - Nov 1, 2019 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -6.17% Apr 23, 2019 - Jun 18, 2019 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -5.68% Nov 3, 2021 - Dec 16, 2021 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -5.65% Feb 11, 2026 - May 22, 2026 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -5.34% Jan 14, 2021 - Feb 17, 2021 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -5.30% May 10, 2021 - Nov 3, 2021 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -5.15% Jun 23, 2016 - Jul 1, 2016 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between DJD and XMVM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
DJD vs XMVM dividend yield comparison.
| Year | DJD | XMVM |
|---|---|---|
| 2026 | 0.61% | 0.57% |
| 2025 | 2.62% | 2.07% |
| 2024 | 3.00% | 1.43% |
| 2023 | 3.49% | 1.57% |
| 2022 | 3.16% | 1.76% |
| 2021 | 2.82% | 1.10% |
| 2020 | 3.47% | 1.37% |
| 2019 | 2.80% | 1.73% |
| 2018 | 2.66% | 2.87% |
| 2017 | 2.75% | 2.22% |
| 2016 | 2.46% | 2.27% |
| 2015 | 0.08% | 2.58% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 1.39% |
| 2012 | 0.00% | 2.14% |
| 2011 | 0.00% | 1.17% |
| 2010 | 0.00% | 0.95% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 2.50% |
| 2007 | 0.00% | 1.24% |
| 2006 | 0.00% | 1.27% |
| 2005 | 0.00% | 1.45% |
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