FLRN vs XSMO

Comparison between SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).

5-Year PerformanceXSMO has outperformed FLRN, delivering a return of +13.6% compared to +4.1%

FLRN vs XSMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLRN(ETF)	XSMO(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.15%	0.36%
Max Drawdown	20.15%	58.06%
Sharpe Ratio	1.82	1.55
5Y Beta	0.05	1.06
P/E Ratio	N/A	35.13
Forward P/E	N/A	19.74
5Y Dividends CAGR	44.39%	8.36%
5Y EPS CAGR	N/A	23.41%
P/S Ratio	N/A	1.15
P/B Ratio	N/A	2.88

Net Assets

FLRN

$2.80B

XSMO

$2.80B

Expense Ratio

Winner

FLRN

0.15%

XSMO

0.36%

Max Drawdown

Winner

FLRN

20.15%

XSMO

58.06%

Sharpe Ratio

Winner

FLRN

1.82

XSMO

1.55

5Y Beta

Winner

FLRN

0.05

XSMO

1.06

P/E Ratio

FLRN

N/A

XSMO

35.13

Forward P/E

FLRN

N/A

XSMO

19.74

5Y Dividends CAGR

Winner

FLRN

44.39%

XSMO

8.36%

5Y EPS CAGR

FLRN

N/A

XSMO

23.41%

P/S Ratio

FLRN

N/A

XSMO

1.15

P/B Ratio

FLRN

N/A

XSMO

2.88

FLRN vs XSMO - Historical Returns

Returns include dividend reinvestment.

Period	FLRN	XSMO
1 month	+0.41%	+4.29%
3 months	+0.99%	+9.38%
6 months	+2.08%	+19.05%
1 year	+4.92%	+31.91%
5 years(CAGR)	+4.12%	+13.59%
10 years(CAGR)	+2.98%	+15.18%
Max(CAGR)	+2.45%	+9.15%

FLRN

+0.41%

Winner

XSMO

+4.29%

FLRN

+0.99%

Winner

XSMO

+9.38%

FLRN

+2.08%

Winner

XSMO

+19.05%

FLRN

+4.92%

Winner

XSMO

+31.91%

5Y(CAGR)

FLRN

+4.12%

Winner

XSMO

+13.59%

10Y(CAGR)

FLRN

+2.98%

Winner

XSMO

+15.18%

Max(CAGR)

FLRN

+2.45%

Winner

XSMO

+9.15%

FLRN vs XSMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FLRN	XSMO
2026	+1.45%	+18.47%
2025	+4.97%	+9.64%
2024	+6.28%	+18.82%
2023	+6.50%	+23.37%
2022	+1.28%	-16.09%
2021	+0.33%	+19.52%
2020	+0.80%	+22.10%
2019	+4.16%	+28.40%
2018	+1.43%	-3.68%
2017	+1.91%	+23.53%
2016	+1.73%	+10.82%
2015	+0.47%	+1.08%
2014	+0.07%	+7.32%
2013	+0.87%	+29.71%
2012	+2.91%	+12.85%
2011	+0.86%	-2.88%
2010	N/A	+24.08%
2009	N/A	+16.24%
2008	N/A	-37.12%
2007	N/A	-1.08%
2006	N/A	+4.67%
2005	N/A	+10.69%

FLRN vs XSMO Drawdown Comparison

The maximum drawdown for FLRN was -14.64%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.

The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.

The current FLRN drawdown is -0.03%. The current XSMO drawdown is -2.38%.

Rank	FLRN	XSMO
#1	-14.64% Feb 21, 2020 - Aug 5, 2020	-58.06% Jul 19, 2007 - Jan 24, 2013
#2	-7.84% Jan 17, 2012 - May 2, 2018	-39.38% Feb 13, 2020 - Sep 2, 2020
#3	-2.16% Mar 7, 2023 - Apr 17, 2023	-29.63% Nov 9, 2021 - Mar 21, 2024
#4	-1.46% Feb 7, 2022 - Sep 7, 2022	-29.47% Aug 31, 2018 - Jan 16, 2020
#5	-1.43% Apr 2, 2025 - Apr 28, 2025	-29.30% Jun 23, 2015 - Feb 15, 2017
#6	-0.89% Nov 12, 2018 - Jan 18, 2019	-24.77% Nov 25, 2024 - Sep 4, 2025
#7	-0.57% Sep 23, 2022 - Nov 8, 2022	-20.97% May 5, 2006 - Jul 12, 2007
#8	-0.46% Aug 1, 2024 - Aug 9, 2024	-15.22% Feb 12, 2021 - Jun 8, 2021
#9	-0.43% Apr 17, 2023 - Apr 27, 2023	-12.39% Jul 1, 2014 - Feb 13, 2015
#10	-0.33% May 3, 2023 - May 12, 2023	-10.72% Jun 8, 2021 - Oct 25, 2021
#11	-0.26% May 1, 2023 - May 3, 2023	-10.31% Jul 31, 2024 - Oct 14, 2024
#12	-0.23% Dec 1, 2011 - Dec 15, 2011	-9.43% Mar 7, 2005 - Jun 6, 2005
#13	-0.23% Mar 9, 2026 - Mar 23, 2026	-8.94% Jan 26, 2018 - Mar 7, 2018
#14	-0.21% Mar 23, 2026 - Apr 6, 2026	-8.89% Feb 9, 2026 - Apr 8, 2026
#15	-0.21% Sep 29, 2021 - Feb 7, 2022	-8.41% Oct 15, 2020 - Nov 5, 2020

Correlation

Correlation between FLRN and XSMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2009 - 2026)

FLRN vs XSMO dividend yield comparison.

Year	FLRN	XSMO
2026	1.37%	0.14%
2025	4.89%	0.75%
2024	5.67%	0.63%
2023	5.68%	0.96%
2022	1.95%	1.19%
2021	0.39%	0.30%
2020	1.22%	0.82%
2019	2.76%	0.69%
2018	2.39%	0.66%
2017	1.64%	0.27%
2016	1.06%	0.30%
2015	0.63%	0.35%
2014	0.53%	1.31%
2013	0.72%	0.91%
2012	1.59%	0.70%
2011	0.13%	0.00%
2009	0.00%	0.69%