EQL vs XMLV
Comparison between ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF) and INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF).
5-Year PerformanceEQL has outperformed XMLV, delivering a return of +10.8% compared to +7.4%
EQL vs XMLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQL
$733M
XMLV
$732M
Expense Ratio
Winner
EQL
0.19%
XMLV
0.25%
Max Drawdown
Winner
EQL
36.36%
XMLV
40.50%
Sharpe Ratio
Winner
EQL
1.28
XMLV
0.94
5Y Beta
EQL
0.69
Winner
XMLV
0.46
P/E Ratio
EQL
27.81
Winner
XMLV
17.58
Forward P/E
EQL
20.95
Winner
XMLV
15.92
PEG Ratio
EQL
N/A
XMLV
0.20
5Y Dividends CAGR
EQL
8.44%
Winner
XMLV
22.42%
5Y EPS CAGR
Winner
EQL
18.51%
XMLV
12.33%
Debt to Equity
Winner
EQL
42.29%
XMLV
63.76%
P/S Ratio
EQL
2.73
Winner
XMLV
2.59
P/B Ratio
EQL
4.03
Winner
XMLV
1.96
EQL vs XMLV - Holdings Comparison
EQL and XMLV have 3 common holdings. Overlap is 0.31%
EQL's top 25 holdings weight is 37.33%. XMLV's top 25 holdings weight is 37.48%.
| Rank | EQL | XMLV |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 5.40% | TXNM ENERGY INC (TXNM) - 2.82% |
| #2 | AMAZON.COM INC (AMZN) - 3.64% | OGE ENERGY CORP (OGE) - 1.67% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.54% | COPT DEFENSE PROPERTIES (CDP) - 1.67% |
| #4 | META PLATFORMS INC CLASS A (META) - 2.00% | IDACORP INC (IDA) - 1.64% |
| #5 | LINDE PLC (LIN) - 1.88% | NNN REIT INC (NNN) - 1.64% |
| #6 | NVIDIA CORP (NVDA) - 1.84% | AGREE REALTY CORP (ADC) - 1.60% |
| #7 | APPLE INC (AAPL) - 1.80% | NEW JERSEY RESOURCES CORP (NJR) - 1.56% |
| #8 | TESLA INC (TSLA) - 1.68% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.51% |
| #9 | ELI LILLY AND CO (LLY) - 1.53% | PORTLAND GENERAL ELECTRIC CO (POR) - 1.50% |
| #10 | CHEVRON CORP (CVX) - 1.53% | RLI CORP (RLI) - 1.50% |
| #11 | WALMART INC (WMT) - 1.49% | THE HANOVER INSURANCE GROUP INC (THG) - 1.48% |
| #12 | WELLTOWER INC (WELL) - 1.31% | W.P. CAREY INC (WPC) - 1.47% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.23% | EASTGROUP PROPERTIES INC (EGP) - 1.43% |
| #14 | NEXTERA ENERGY INC (NEE) - 1.21% | INGREDION INC (INGR) - 1.39% |
| #15 | MICROSOFT CORP (MSFT) - 1.08% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.37% |
| #16 | COCA-COLA CO (KO) - 1.07% | BRIXMOR PROPERTY GROUP INC (BRX) - 1.36% |
| #17 | JPMORGAN CHASE & CO (JPM) - 1.07% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.35% |
| #18 | PROLOGIS INC (PLD) - 1.06% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.35% |
| #19 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.05% | STARWOOD PROPERTY TRUST INC (STWD) - 1.34% |
| #20 | PROCTER & GAMBLE CO (PG) - 1.04% | KITE REALTY GROUP TRUST (KRG) - 1.33% |
| #21 | PPG INDUSTRIES INC (PPG) - 0.40% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.32% |
| #22 | MONSTER BEVERAGE CORP (MNST) - 0.40% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.30% |
| #23 | VENTAS INC (VTR) - 0.36% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.30% |
| #24 | ALTRIA GROUP INC (MO) - 0.36% | COMMERCE BANCSHARES INC (CBSH) - 1.29% |
| #25 | BLACKROCK INC (BLK) - 0.36% | STAG INDUSTRIAL INC (STAG) - 1.29% |
| Total Holdings | 447 | 83 |
EQL vs XMLV - Historical Returns
Returns include dividend reinvestment.
1M
EQL
+1.37%
Winner
XMLV
+5.76%
3M
EQL
+3.26%
Winner
XMLV
+4.76%
6M
EQL
+7.05%
Winner
XMLV
+7.57%
1Y
Winner
EQL
+16.58%
XMLV
+14.42%
5Y(CAGR)
Winner
EQL
+10.77%
XMLV
+7.42%
10Y(CAGR)
Winner
EQL
+12.30%
XMLV
+8.04%
Max(CAGR)
Winner
EQL
+13.60%
XMLV
+10.02%
EQL vs XMLV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | EQL | XMLV |
|---|---|---|
| 2026 | +9.66% | +11.31% |
| 2025 | +13.32% | +5.88% |
| 2024 | +16.33% | +16.72% |
| 2023 | +17.25% | +1.70% |
| 2022 | -10.83% | -6.04% |
| 2021 | +31.31% | +24.82% |
| 2020 | +10.55% | -7.56% |
| 2019 | +27.93% | +25.81% |
| 2018 | -6.48% | -0.21% |
| 2017 | +17.71% | +13.66% |
| 2016 | +14.59% | +23.26% |
| 2015 | -1.15% | +5.16% |
| 2014 | +14.14% | +19.64% |
| 2013 | +27.40% | +14.56% |
| 2012 | +12.86% | N/A |
| 2011 | +1.53% | N/A |
| 2010 | +13.63% | N/A |
| 2009 | +28.94% | N/A |
EQL vs XMLV Drawdown Comparison
The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The current EQL drawdown is -0.64%. The current XMLV drawdown is -1.07%.
| Rank | EQL | XMLV |
|---|---|---|
| #1 | -35.65% Feb 19, 2020 - Sep 2, 2020 | -39.83% Feb 18, 2020 - Apr 15, 2021 |
| #2 | -19.23% Mar 29, 2022 - Jul 25, 2023 | -16.54% Dec 29, 2021 - Mar 27, 2024 |
| #3 | -18.66% Jul 7, 2011 - Feb 7, 2012 | -13.81% Nov 25, 2024 - Aug 22, 2025 |
| #4 | -17.43% Sep 21, 2018 - Apr 2, 2019 | -13.26% Sep 14, 2018 - Feb 15, 2019 |
| #5 | -15.34% Apr 23, 2010 - Nov 4, 2010 | -9.62% Aug 17, 2015 - Nov 23, 2015 |
| #6 | -15.08% Nov 29, 2024 - Jun 30, 2025 | -9.26% Dec 1, 2015 - Mar 3, 2016 |
| #7 | -13.01% May 21, 2015 - Apr 19, 2016 | -8.93% May 21, 2013 - Jul 18, 2013 |
| #8 | -10.32% Jul 31, 2023 - Dec 13, 2023 | -8.47% Jul 23, 2013 - Oct 18, 2013 |
| #9 | -9.49% Jan 26, 2018 - Aug 20, 2018 | -7.97% Jan 26, 2018 - May 10, 2018 |
| #10 | -9.02% Apr 2, 2012 - Aug 8, 2012 | -7.03% Mar 2, 2026 - Jun 25, 2026 |
| #11 | -8.66% Jan 4, 2022 - Mar 29, 2022 | -6.72% Jul 1, 2014 - Oct 28, 2014 |
| #12 | -8.32% Jan 19, 2010 - Mar 16, 2010 | -6.13% Sep 7, 2016 - Nov 28, 2016 |
| #13 | -8.22% Sep 2, 2020 - Nov 9, 2020 | -5.57% Nov 15, 2021 - Dec 27, 2021 |
| #14 | -6.99% Oct 18, 2012 - Jan 2, 2013 | -5.56% Sep 2, 2021 - Nov 1, 2021 |
| #15 | -6.90% Sep 19, 2014 - Oct 31, 2014 | -5.37% Mar 28, 2024 - May 9, 2024 |
Correlation
Correlation between EQL and XMLV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2009 - 2026)
EQL vs XMLV dividend yield comparison.
| Year | EQL | XMLV |
|---|---|---|
| 2026 | 0.49% | 1.57% |
| 2025 | 1.73% | 2.87% |
| 2024 | 1.78% | 2.23% |
| 2023 | 1.96% | 2.34% |
| 2022 | 2.14% | 2.05% |
| 2021 | 1.69% | 1.14% |
| 2020 | 2.29% | 1.93% |
| 2019 | 1.95% | 2.02% |
| 2018 | 2.39% | 2.13% |
| 2017 | 1.97% | 1.74% |
| 2016 | 2.89% | 1.72% |
| 2015 | 2.07% | 1.85% |
| 2014 | 1.68% | 2.00% |
| 2013 | 1.55% | 1.63% |
| 2012 | 2.09% | 0.00% |
| 2011 | 1.87% | 0.00% |
| 2010 | 1.72% | 0.00% |
| 2009 | 1.00% | 0.00% |
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