EPOL vs XSVM
Comparison between ISHARES MSCI POLAND ETF (EPOL, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceEPOL has outperformed XSVM, delivering a return of +15.2% compared to +6.4%
EPOL vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPOL vs XSVM - Historical Returns
Returns include dividend reinvestment.
EPOL vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EPOL | XSVM |
|---|---|---|
| 2026 | +7.31% | +16.43% |
| 2025 | +77.05% | +8.44% |
| 2024 | +0.73% | +2.66% |
| 2023 | +48.48% | +21.36% |
| 2022 | -25.75% | -14.95% |
| 2021 | +10.36% | +57.25% |
| 2020 | -10.95% | +5.22% |
| 2019 | -6.51% | +28.56% |
| 2018 | -14.69% | -12.72% |
| 2017 | +50.60% | +2.33% |
| 2016 | +5.51% | +38.71% |
| 2015 | -21.92% | -8.23% |
| 2014 | -14.73% | +7.12% |
| 2013 | +3.11% | +39.94% |
| 2012 | +37.01% | +19.01% |
| 2011 | -32.38% | -3.14% |
| 2010 | +37.32% | +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% |
EPOL vs XSVM Drawdown Comparison
The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current EPOL drawdown is -4.28%. The current XSVM drawdown is -1.04%.
| Rank | EPOL | XSVM |
|---|---|---|
| #1 | -63.79% Apr 27, 2011 - Feb 18, 2025 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -15.87% Nov 4, 2010 - Mar 29, 2011 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -15.81% Mar 18, 2025 - Apr 22, 2025 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -11.04% Feb 9, 2026 - Apr 9, 2026 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -10.69% May 27, 2010 - Jun 15, 2010 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -10.00% Aug 9, 2010 - Sep 14, 2010 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -8.95% Jun 15, 2010 - Jul 12, 2010 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -8.16% Aug 13, 2025 - Oct 23, 2025 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -6.62% Apr 17, 2026 - Apr 29, 2026 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -6.57% Oct 28, 2025 - Dec 10, 2025 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -6.10% Oct 14, 2010 - Nov 2, 2010 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -5.73% May 28, 2025 - Jun 26, 2025 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -5.46% Feb 18, 2025 - Mar 5, 2025 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -5.23% Jul 23, 2025 - Aug 7, 2025 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -3.77% Apr 14, 2011 - Apr 20, 2011 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between EPOL and XSVM is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2005 - 2026)
EPOL vs XSVM dividend yield comparison.
| Year | EPOL | XSVM |
|---|---|---|
| 2026 | 0.00% | 0.44% |
| 2025 | 4.78% | 2.29% |
| 2024 | 6.04% | 1.69% |
| 2023 | 2.87% | 1.31% |
| 2022 | 2.64% | 1.79% |
| 2021 | 1.33% | 1.23% |
| 2020 | 1.44% | 1.21% |
| 2019 | 2.51% | 1.22% |
| 2018 | 1.44% | 2.54% |
| 2017 | 1.88% | 1.90% |
| 2016 | 2.14% | 2.29% |
| 2015 | 2.53% | 2.68% |
| 2014 | 3.44% | 1.32% |
| 2013 | 3.28% | 1.15% |
| 2012 | 3.11% | 2.10% |
| 2011 | 5.75% | 1.04% |
| 2010 | 1.08% | 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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