EQWL vs XSMO
Comparison between INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).
5-Year PerformanceXSMO has outperformed EQWL, delivering a return of +12.2% compared to +11.5%
EQWL vs XSMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQWL
$2.30B
XSMO
$2.30B
Expense Ratio
Winner
EQWL
0.25%
XSMO
0.36%
Max Drawdown
Winner
EQWL
50.05%
XSMO
58.06%
Sharpe Ratio
Winner
EQWL
1.74
XSMO
1.65
5Y Beta
Winner
EQWL
0.77
XSMO
1.06
P/E Ratio
Winner
EQWL
23.55
XSMO
33.54
Forward P/E
Winner
EQWL
18.32
XSMO
19.61
PEG Ratio
EQWL
0.40
XSMO
N/A
5Y Dividends CAGR
EQWL
7.91%
Winner
XSMO
8.36%
5Y EPS CAGR
EQWL
13.49%
Winner
XSMO
23.25%
Debt to Equity
EQWL
63.59%
XSMO
N/A
P/S Ratio
EQWL
2.73
Winner
XSMO
1.16
P/B Ratio
EQWL
4.03
Winner
XSMO
2.83
EQWL vs XSMO - Holdings Comparison
EQWL and XSMO have 2 common holdings. Overlap is 0.03%
EQWL's top 25 holdings weight is 28.38%. XSMO's top 25 holdings weight is 45.18%.
| Rank | EQWL | XSMO |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 1.36% | VIAVI SOLUTIONS INC (VIAV) - 3.23% |
| #2 | INTEL CORP (INTC) - 1.36% | VIASAT INC (VSAT) - 3.12% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 1.19% | PRIMORIS SERVICES CORP (PRIM) - 2.94% |
| #4 | CITIGROUP INC (C) - 1.18% | ESCO TECHNOLOGIES INC (ESE) - 2.74% |
| #5 | MORGAN STANLEY (MS) - 1.16% | FORMFACTOR INC (FORM) - 2.19% |
| #6 | BROADCOM INC (AVGO) - 1.16% | KRYSTAL BIOTECH INC (KRYS) - 2.05% |
| #7 | BANK OF NEW YORK MELLON CORP (BK) - 1.16% | SANMINA CORP (SANM) - 1.85% |
| #8 | LAM RESEARCH CORP (LRCX) - 1.16% | POWELL INDUSTRIES INC (POWL) - 1.81% |
| #9 | AMAZON.COM INC (AMZN) - 1.15% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.80% |
| #10 | GE VERNOVA INC (GEV) - 1.15% | STONEX GROUP INC (SNEX) - 1.77% |
| #11 | TEXAS INSTRUMENTS INC (TXN) - 1.15% | MERCURY SYSTEMS INC (MRCY) - 1.73% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.13% | n/a (INDV) - 1.66% |
| #13 | CATERPILLAR INC (CAT) - 1.11% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.63% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.10% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.56% |
| #15 | THE GOLDMAN SACHS GROUP INC (GS) - 1.10% | GRANITE CONSTRUCTION INC (GVA) - 1.49% |
| #16 | ORACLE CORP (ORCL) - 1.09% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.47% |
| #17 | BOOKING HOLDINGS INC (BKNG) - 1.09% | PTC THERAPEUTICS INC (PTCT) - 1.41% |
| #18 | CAPITAL ONE FINANCIAL CORP (COF) - 1.09% | MYR GROUP INC (MYRG) - 1.41% |
| #19 | BANK OF AMERICA CORP (BAC) - 1.08% | LIGAND PHARMACEUTICALS INC (LGND) - 1.39% |
| #20 | BLACKROCK INC (BLK) - 1.08% | n/a (MSGS) - 1.37% |
| #21 | U.S. BANCORP (USB) - 1.07% | INSTALLED BUILDING PRODUCTS INC (IBP) - 1.35% |
| #22 | JPMORGAN CHASE & CO (JPM) - 1.07% | PRICESMART INC (PSMT) - 1.34% |
| #23 | FEDEX CORP (FDX) - 1.07% | DANA INC (DAN) - 1.30% |
| #24 | NVIDIA CORP (NVDA) - 1.06% | PLEXUS CORP (PLXS) - 1.29% |
| #25 | AMERICAN EXPRESS CO (AXP) - 1.06% | AXOS FINANCIAL INC (AX) - 1.28% |
| Total Holdings | 103 | 117 |
EQWL vs XSMO - Historical Returns
Returns include dividend reinvestment.
1M
EQWL
+5.46%
Winner
XSMO
+7.19%
3M
EQWL
+2.19%
Winner
XSMO
+8.10%
6M
EQWL
+9.25%
Winner
XSMO
+21.77%
1Y
EQWL
+23.90%
Winner
XSMO
+37.32%
5Y(CAGR)
EQWL
+11.47%
Winner
XSMO
+12.25%
10Y(CAGR)
EQWL
+14.53%
Winner
XSMO
+15.06%
Max(CAGR)
Winner
EQWL
+10.64%
XSMO
+9.21%
EQWL vs XSMO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EQWL | XSMO |
|---|---|---|
| 2026 | +5.89% | +19.81% |
| 2025 | +17.96% | +9.64% |
| 2024 | +18.86% | +18.82% |
| 2023 | +19.22% | +23.37% |
| 2022 | -11.98% | -16.09% |
| 2021 | +29.98% | +19.52% |
| 2020 | +13.02% | +22.10% |
| 2019 | +29.24% | +28.40% |
| 2018 | -6.49% | -3.68% |
| 2017 | +23.46% | +23.53% |
| 2016 | +15.52% | +10.82% |
| 2015 | -1.56% | +1.08% |
| 2014 | +16.02% | +7.32% |
| 2013 | +32.97% | +29.71% |
| 2012 | +10.13% | +12.85% |
| 2011 | +2.17% | -2.88% |
| 2010 | +12.49% | +24.08% |
| 2009 | +16.54% | +16.24% |
| 2008 | -32.23% | -37.12% |
| 2007 | +10.04% | -1.08% |
| 2006 | +2.55% | +4.67% |
| 2005 | N/A | +10.69% |
EQWL vs XSMO Drawdown Comparison
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The current XSMO drawdown is -1.28%.
| Rank | EQWL | XSMO |
|---|---|---|
| #1 | -49.37% Oct 12, 2007 - Mar 15, 2012 | -58.06% Jul 19, 2007 - Jan 24, 2013 |
| #2 | -34.29% Feb 12, 2020 - Sep 2, 2020 | -39.38% Feb 13, 2020 - Sep 2, 2020 |
| #3 | -23.00% Jan 4, 2022 - Dec 11, 2023 | -29.63% Nov 9, 2021 - Mar 21, 2024 |
| #4 | -18.06% Sep 21, 2018 - Apr 8, 2019 | -29.47% Aug 31, 2018 - Jan 16, 2020 |
| #5 | -16.08% May 20, 2015 - Jun 6, 2016 | -29.30% Jun 23, 2015 - Feb 15, 2017 |
| #6 | -14.96% Feb 19, 2025 - Jun 10, 2025 | -24.77% Nov 25, 2024 - Sep 4, 2025 |
| #7 | -10.33% Jul 19, 2007 - Oct 1, 2007 | -20.97% May 5, 2006 - Jul 12, 2007 |
| #8 | -10.13% Jan 26, 2018 - Aug 27, 2018 | -15.22% Feb 12, 2021 - Jun 8, 2021 |
| #9 | -8.62% Sep 19, 2014 - Nov 5, 2014 | -12.39% Jul 1, 2014 - Feb 13, 2015 |
| #10 | -7.86% Sep 2, 2020 - Nov 9, 2020 | -10.72% Jun 8, 2021 - Oct 25, 2021 |
| #11 | -7.77% Feb 6, 2026 - Apr 30, 2026 | -10.31% Jul 31, 2024 - Oct 14, 2024 |
| #12 | -7.58% May 1, 2012 - Jul 19, 2012 | -9.43% Mar 7, 2005 - Jun 6, 2005 |
| #13 | -7.41% Oct 18, 2012 - Jan 3, 2013 | -8.94% Jan 26, 2018 - Mar 7, 2018 |
| #14 | -6.82% Apr 30, 2019 - Jun 20, 2019 | -8.89% Feb 9, 2026 - Apr 8, 2026 |
| #15 | -6.52% Jan 15, 2014 - Mar 4, 2014 | -8.41% Oct 15, 2020 - Nov 5, 2020 |
Correlation
Correlation between EQWL and XSMO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
EQWL vs XSMO dividend yield comparison.
| Year | EQWL | XSMO |
|---|---|---|
| 2026 | 0.42% | 0.14% |
| 2025 | 1.67% | 0.75% |
| 2024 | 1.86% | 0.63% |
| 2023 | 1.97% | 0.96% |
| 2022 | 2.12% | 1.19% |
| 2021 | 1.65% | 0.30% |
| 2020 | 2.01% | 0.82% |
| 2019 | 2.04% | 0.69% |
| 2018 | 2.23% | 0.66% |
| 2017 | 1.27% | 0.27% |
| 2016 | 2.01% | 0.30% |
| 2015 | 2.03% | 0.35% |
| 2014 | 1.74% | 1.31% |
| 2013 | 1.61% | 0.91% |
| 2012 | 2.52% | 0.70% |
| 2011 | 2.18% | 0.00% |
| 2010 | 1.52% | 0.00% |
| 2009 | 1.42% | 0.69% |
| 2008 | 1.48% | 0.00% |
| 2007 | 0.92% | 0.00% |
| 2006 | 0.08% | 0.00% |
Select Stocks to Compare
Popular: EQWL vs SPYXSMO vs SPY
More Comparisons
Compare with similar stocks