DSU vs XSVM
Comparison between BlackRock Debt Strategies Fund Inc (DSU, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceXSVM has outperformed DSU, delivering a return of +7.4% compared to +6.8%
DSU vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DSU vs XSVM - Historical Returns
Returns include dividend reinvestment.
DSU vs XSVM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DSU | XSVM |
|---|---|---|
| 2026 | -0.06% | +20.89% |
| 2025 | +5.03% | +8.44% |
| 2024 | +11.83% | +2.66% |
| 2023 | +29.30% | +21.36% |
| 2022 | -15.84% | -14.95% |
| 2021 | +20.28% | +57.25% |
| 2020 | +2.25% | +5.22% |
| 2019 | +21.10% | +28.56% |
| 2018 | -10.89% | -12.72% |
| 2017 | +10.10% | +2.33% |
| 2016 | +21.39% | +38.71% |
| 2015 | -1.18% | -8.23% |
| 2014 | +0.25% | +7.12% |
| 2013 | -0.31% | +39.94% |
| 2012 | +18.15% | +19.01% |
| 2011 | +10.38% | -3.14% |
| 2010 | +15.57% | +16.35% |
| 2009 | +49.57% | +16.81% |
| 2008 | -48.60% | -30.67% |
| 2007 | -15.32% | -8.82% |
| 2006 | +28.62% | +15.68% |
| 2005 | -0.81% | +3.39% |
| 2004 | +10.41% | N/A |
| 2003 | +36.60% | N/A |
| 2002 | -2.25% | N/A |
| 2001 | +14.21% | N/A |
| 2000 | -1.28% | N/A |
| 1999 | -5.08% | N/A |
DSU vs XSVM Drawdown Comparison
The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current DSU drawdown is -2.32%.
| Rank | DSU | XSVM |
|---|---|---|
| #1 | -71.89% Feb 1, 2007 - Jul 3, 2012 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -45.38% Feb 19, 2020 - Jan 15, 2021 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -30.49% May 16, 2002 - Mar 31, 2003 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -24.22% Dec 28, 2021 - Nov 24, 2023 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -20.52% Aug 16, 2000 - Jan 18, 2001 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -19.43% Jan 31, 2001 - Jan 7, 2002 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -18.01% Jan 21, 2004 - Oct 5, 2004 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -16.34% May 8, 2013 - Jul 22, 2016 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -14.59% Feb 14, 2025 - May 29, 2025 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -14.04% Dec 28, 2004 - Jul 14, 2005 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -13.43% Aug 24, 2018 - Apr 12, 2019 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -12.41% Jul 11, 2003 - Oct 8, 2003 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -10.74% Oct 4, 2012 - Jan 11, 2013 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -10.58% Sep 12, 2005 - Jan 12, 2006 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -10.00% Nov 5, 1999 - Jul 27, 2000 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between DSU and XSVM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
DSU vs XSVM dividend yield comparison.
| Year | DSU | XSVM |
|---|---|---|
| 2026 | 5.09% | 0.42% |
| 2025 | 11.63% | 2.29% |
| 2024 | 11.01% | 1.69% |
| 2023 | 9.70% | 1.31% |
| 2022 | 7.56% | 1.79% |
| 2021 | 6.21% | 1.23% |
| 2020 | 7.96% | 1.21% |
| 2019 | 7.43% | 1.22% |
| 2018 | 8.41% | 2.54% |
| 2017 | 6.98% | 1.90% |
| 2016 | 6.60% | 2.29% |
| 2015 | 8.07% | 2.68% |
| 2014 | 7.96% | 1.32% |
| 2013 | 8.47% | 1.15% |
| 2012 | 7.77% | 2.10% |
| 2011 | 8.35% | 1.04% |
| 2010 | 9.08% | 1.18% |
| 2009 | 11.56% | 0.74% |
| 2008 | 24.45% | 1.07% |
| 2007 | 11.73% | 3.70% |
| 2006 | 8.86% | 0.63% |
| 2005 | 10.30% | 0.59% |
| 2004 | 9.46% | 0.00% |
| 2003 | 11.24% | 0.00% |
| 2002 | 14.34% | 0.00% |
| 2001 | 14.43% | 0.00% |
| 2000 | 7.55% | 0.00% |
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