FTCB vs XSMO

Comparison between FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).

FTCB vs XSMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTCB(ETF)	XSMO(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.56%	0.36%
Max Drawdown	6.80%	58.06%
Sharpe Ratio	0.56	1.65
5Y Beta	0.03	1.06
P/E Ratio	N/A	33.54
Forward P/E	N/A	19.61
5Y Dividends CAGR	N/A	8.36%
5Y EPS CAGR	N/A	23.25%
P/S Ratio	N/A	1.16
P/B Ratio	N/A	2.83

Net Assets

FTCB

$2.30B

XSMO

$2.30B

Expense Ratio

FTCB

0.56%

Winner

XSMO

0.36%

Max Drawdown

Winner

FTCB

6.80%

XSMO

58.06%

Sharpe Ratio

FTCB

0.56

Winner

XSMO

1.65

5Y Beta

Winner

FTCB

0.03

XSMO

1.06

P/E Ratio

FTCB

N/A

XSMO

33.54

Forward P/E

FTCB

N/A

XSMO

19.61

5Y Dividends CAGR

FTCB

N/A

XSMO

8.36%

5Y EPS CAGR

FTCB

N/A

XSMO

23.25%

P/S Ratio

FTCB

N/A

XSMO

1.16

P/B Ratio

FTCB

N/A

XSMO

2.83

FTCB vs XSMO - Historical Returns

Returns include dividend reinvestment.

Period	FTCB	XSMO
1 month	+0.14%	+7.19%
3 months	-0.04%	+8.10%
6 months	+1.28%	+21.77%
1 year	+6.54%	+37.32%
5 years(CAGR)	N/A	+12.25%
10 years(CAGR)	N/A	+15.06%
Max(CAGR)	+6.83%	+9.21%

FTCB

+0.14%

Winner

XSMO

+7.19%

FTCB

-0.04%

Winner

XSMO

+8.10%

FTCB

+1.28%

Winner

XSMO

+21.77%

FTCB

+6.54%

Winner

XSMO

+37.32%

5Y(CAGR)

FTCB

N/A

XSMO

+12.25%

10Y(CAGR)

FTCB

N/A

XSMO

+15.06%

Max(CAGR)

FTCB

+6.83%

Winner

XSMO

+9.21%

FTCB vs XSMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FTCB	XSMO
2026	+0.76%	+19.81%
2025	+8.02%	+9.64%
2024	+2.87%	+18.82%
2023	+5.74%	+23.37%
2022	N/A	-16.09%
2021	N/A	+19.52%
2020	N/A	+22.10%
2019	N/A	+28.40%
2018	N/A	-3.68%
2017	N/A	+23.53%
2016	N/A	+10.82%
2015	N/A	+1.08%
2014	N/A	+7.32%
2013	N/A	+29.71%
2012	N/A	+12.85%
2011	N/A	-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%

FTCB vs XSMO Drawdown Comparison

The maximum drawdown for FTCB was -4.99%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.

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

The current FTCB drawdown is -1.32%. The current XSMO drawdown is -1.28%.

Rank	FTCB	XSMO
#1	-4.99% Sep 16, 2024 - Apr 3, 2025	-58.06% Jul 19, 2007 - Jan 24, 2013
#2	-3.68% Feb 1, 2024 - Jun 14, 2024	-39.38% Feb 13, 2020 - Sep 2, 2020
#3	-2.88% Apr 4, 2025 - Jun 26, 2025	-29.63% Nov 9, 2021 - Mar 21, 2024
#4	-2.87% Feb 27, 2026 - Mar 26, 2026	-29.47% Aug 31, 2018 - Jan 16, 2020
#5	-1.75% Dec 27, 2023 - Feb 1, 2024	-29.30% Jun 23, 2015 - Feb 15, 2017
#6	-1.43% Jun 18, 2024 - Jul 10, 2024	-24.77% Nov 25, 2024 - Sep 4, 2025
#7	-1.28% Jun 30, 2025 - Aug 1, 2025	-20.97% May 5, 2006 - Jul 12, 2007
#8	-1.19% Aug 2, 2024 - Aug 14, 2024	-15.22% Feb 12, 2021 - Jun 8, 2021
#9	-1.07% Oct 28, 2025 - Nov 26, 2025	-12.39% Jul 1, 2014 - Feb 13, 2015
#10	-0.96% Sep 16, 2025 - Oct 10, 2025	-10.72% Jun 8, 2021 - Oct 25, 2021
#11	-0.93% Nov 26, 2025 - Jan 14, 2026	-10.31% Jul 31, 2024 - Oct 14, 2024
#12	-0.80% Nov 8, 2023 - Nov 14, 2023	-9.43% Mar 7, 2005 - Jun 6, 2005
#13	-0.71% Jul 17, 2024 - Jul 30, 2024	-8.94% Jan 26, 2018 - Mar 7, 2018
#14	-0.66% Jan 14, 2026 - Feb 5, 2026	-8.89% Feb 9, 2026 - Apr 8, 2026
#15	-0.62% Dec 7, 2023 - Dec 13, 2023	-8.41% Oct 15, 2020 - Nov 5, 2020

Correlation

Correlation between FTCB and XSMO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2009 - 2026)

FTCB vs XSMO dividend yield comparison.

Year	FTCB	XSMO
2026	1.72%	0.14%
2025	4.99%	0.75%
2024	5.19%	0.63%
2023	0.35%	0.96%
2022	0.00%	1.19%
2021	0.00%	0.30%
2020	0.00%	0.82%
2019	0.00%	0.69%
2018	0.00%	0.66%
2017	0.00%	0.27%
2016	0.00%	0.30%
2015	0.00%	0.35%
2014	0.00%	1.31%
2013	0.00%	0.91%
2012	0.00%	0.70%
2009	0.00%	0.69%