FFA vs XMVM
Comparison between First Trust Enhanced Equity Income Fund (FFA, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
5-Year PerformanceXMVM has outperformed FFA, delivering a return of +11.5% compared to +9.2%
FFA vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FFA vs XMVM - Historical Returns
Returns include dividend reinvestment.
FFA vs XMVM - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FFA | XMVM |
|---|---|---|
| 2026 | +9.03% | +15.81% |
| 2025 | +15.20% | +19.49% |
| 2024 | +21.85% | +12.02% |
| 2023 | +25.05% | +18.01% |
| 2022 | -21.72% | -8.79% |
| 2021 | +34.90% | +38.13% |
| 2020 | +12.91% | +5.79% |
| 2019 | +41.13% | +30.77% |
| 2018 | -16.34% | -10.13% |
| 2017 | +28.64% | +1.49% |
| 2016 | +12.51% | +30.34% |
| 2015 | -1.29% | -7.21% |
| 2014 | +15.77% | +14.45% |
| 2013 | +17.87% | +36.61% |
| 2012 | +16.62% | +16.95% |
| 2011 | -9.46% | -1.86% |
| 2010 | +15.50% | +12.61% |
| 2009 | +39.27% | +21.72% |
| 2008 | -36.55% | -36.11% |
| 2007 | -3.19% | -0.16% |
| 2006 | +16.38% | +12.55% |
| 2005 | -6.11% | +10.42% |
| 2004 | +2.75% | N/A |
FFA vs XMVM Drawdown Comparison
The maximum drawdown for FFA was -57.63%, occurring on Mar 9, 2009. Recovery took 1207 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current FFA drawdown is -2.58%. The current XMVM drawdown is -2.08%.
| Rank | FFA | XMVM |
|---|---|---|
| #1 | -57.63% Jun 1, 2007 - Mar 15, 2012 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -44.35% Feb 20, 2020 - Nov 17, 2020 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -29.93% Dec 30, 2021 - Mar 20, 2024 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -24.26% Aug 29, 2018 - Jun 18, 2019 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -21.28% May 20, 2015 - Dec 16, 2016 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -19.96% Feb 19, 2025 - Jun 27, 2025 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -13.35% Sep 7, 2005 - Sep 21, 2006 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -11.37% Oct 17, 2012 - Jan 7, 2013 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -11.24% Jan 2, 2018 - Jun 20, 2018 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -10.52% Sep 5, 2014 - Nov 7, 2014 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -10.11% Feb 9, 2026 - Apr 16, 2026 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -9.82% Sep 8, 2021 - Dec 29, 2021 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -8.70% Apr 2, 2012 - Aug 3, 2012 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -8.32% Jul 16, 2024 - Sep 19, 2024 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -7.66% May 21, 2013 - Oct 29, 2013 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between FFA and XMVM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
FFA vs XMVM dividend yield comparison.
| Year | FFA | XMVM |
|---|---|---|
| 2026 | 3.36% | 0.98% |
| 2025 | 6.70% | 2.07% |
| 2024 | 6.59% | 1.43% |
| 2023 | 6.90% | 1.57% |
| 2022 | 7.99% | 1.76% |
| 2021 | 5.92% | 1.10% |
| 2020 | 6.47% | 1.37% |
| 2019 | 6.61% | 1.73% |
| 2018 | 8.82% | 2.87% |
| 2017 | 6.83% | 2.22% |
| 2016 | 7.07% | 2.27% |
| 2015 | 7.12% | 2.58% |
| 2014 | 6.42% | 1.52% |
| 2013 | 6.76% | 1.39% |
| 2012 | 7.60% | 2.14% |
| 2011 | 8.31% | 1.17% |
| 2010 | 6.96% | 0.95% |
| 2009 | 8.21% | 2.03% |
| 2008 | 18.10% | 2.50% |
| 2007 | 10.27% | 1.24% |
| 2006 | 8.69% | 1.27% |
| 2005 | 9.35% | 1.45% |
| 2004 | 2.68% | 0.00% |
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