FWD vs XSMO
Comparison between AB DISRUPTORS ETF (FWD, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).
FWD vs XSMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FWD
$2.90B
XSMO
$2.90B
Expense Ratio
FWD
0.65%
Winner
XSMO
0.36%
Max Drawdown
Winner
FWD
29.02%
XSMO
58.06%
Sharpe Ratio
Winner
FWD
1.97
XSMO
1.45
5Y Beta
FWD
1.48
Winner
XSMO
1.07
P/E Ratio
FWD
57.22
Winner
XSMO
32.80
Forward P/E
FWD
26.26
Winner
XSMO
18.96
PEG Ratio
FWD
0.66
XSMO
N/A
5Y Dividends CAGR
FWD
N/A
XSMO
8.36%
5Y EPS CAGR
Winner
FWD
17.90%
XSMO
13.03%
Debt to Equity
FWD
43.99%
Winner
XSMO
42.01%
P/S Ratio
FWD
6.50
Winner
XSMO
1.12
P/B Ratio
FWD
9.60
Winner
XSMO
2.72
FWD vs XSMO - Holdings Comparison
FWD and XSMO have 1 common holdings. Overlap is -0.66%
FWD's top 25 holdings weight is 39.58%. XSMO's top 25 holdings weight is 48.99%.
| Rank | FWD | XSMO |
|---|---|---|
| #1 | n/a (n/a) - 3.83% | VIASAT INC (VSAT) - 4.21% |
| #2 | BROADCOM INC (AVGO) - 2.96% | VIAVI SOLUTIONS INC (VIAV) - 4.02% |
| #3 | NVIDIA CORP (NVDA) - 2.78% | SANMINA CORP (SANM) - 2.95% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 2.46% | ESCO TECHNOLOGIES INC (ESE) - 2.49% |
| #5 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.07% | FORMFACTOR INC (FORM) - 2.21% |
| #6 | n/a (n/a) - 1.95% | KRYSTAL BIOTECH INC (KRYS) - 2.17% |
| #7 | CATERPILLAR INC (CAT) - 1.85% | PRIMORIS SERVICES CORP (PRIM) - 2.17% |
| #8 | LAM RESEARCH CORP (LRCX) - 1.67% | POWELL INDUSTRIES INC (POWL) - 2.13% |
| #9 | AMAZON.COM INC (AMZN) - 1.53% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 2.02% |
| #10 | ASML HOLDING NV ADR (ASML) - 1.42% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.93% |
| #11 | INTEL CORP (INTC) - 1.36% | MERCURY SYSTEMS INC (MRCY) - 1.93% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 1.34% | MYR GROUP INC (MYRG) - 1.92% |
| #13 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.23% | STONEX GROUP INC (SNEX) - 1.86% |
| #14 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.19% | n/a (INDV) - 1.80% |
| #15 | CIENA CORP (CIEN) - 1.17% | ACM RESEARCH INC CLASS A (ACMR) - 1.70% |
| #16 | ARM HOLDINGS PLC ADR (ARM) - 1.16% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.63% |
| #17 | MICRON TECHNOLOGY INC (MU) - 1.12% | GRANITE CONSTRUCTION INC (GVA) - 1.48% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.10% | PLEXUS CORP (PLXS) - 1.46% |
| #19 | CORNING INC (GLW) - 1.08% | n/a (MSGS) - 1.40% |
| #20 | PRYSMIAN SPA (n/a) - 1.06% | PRICESMART INC (PSMT) - 1.35% |
| #21 | LUMENTUM HOLDINGS INC (LITE) - 1.06% | LIGAND PHARMACEUTICALS INC (LGND) - 1.33% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.05% | PTC THERAPEUTICS INC (PTCT) - 1.24% |
| #23 | QNITY ELECTRONICS INC (Q) - 1.05% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.24% |
| #24 | ADVANTEST CORP (n/a) - 1.05% | DANA INC (DAN) - 1.18% |
| #25 | COGNEX CORP (CGNX) - 1.04% | CENTURY ALUMINUM CO (CENX) - 1.17% |
| Total Holdings | 127 | 115 |
FWD vs XSMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FWD
+4.75%
XSMO
+4.05%
3M
Winner
FWD
+27.31%
XSMO
+19.59%
6M
Winner
FWD
+34.78%
XSMO
+20.55%
1Y
Winner
FWD
+66.52%
XSMO
+35.17%
5Y(CAGR)
FWD
N/A
XSMO
+11.64%
10Y(CAGR)
FWD
N/A
XSMO
+15.11%
Max(CAGR)
Winner
FWD
+38.85%
XSMO
+9.31%
FWD vs XSMO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FWD | XSMO |
|---|---|---|
| 2026 | +31.42% | +23.27% |
| 2025 | +30.34% | +9.64% |
| 2024 | +32.20% | +18.82% |
| 2023 | +25.66% | +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% |
FWD vs XSMO Drawdown Comparison
The maximum drawdown for FWD was -29.02%, occurring on Apr 4, 2025. Recovery took 106 trading sessions.
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The current FWD drawdown is -4.32%.
| Rank | FWD | XSMO |
|---|---|---|
| #1 | -29.02% Jan 23, 2025 - Jun 26, 2025 | -58.06% Jul 19, 2007 - Jan 24, 2013 |
| #2 | -16.22% Jul 31, 2023 - Dec 12, 2023 | -39.38% Feb 13, 2020 - Sep 2, 2020 |
| #3 | -13.31% Jul 10, 2024 - Oct 9, 2024 | -29.63% Nov 9, 2021 - Mar 21, 2024 |
| #4 | -13.03% Feb 25, 2026 - Apr 10, 2026 | -29.47% Aug 31, 2018 - Jan 16, 2020 |
| #5 | -12.02% Oct 29, 2025 - Jan 6, 2026 | -29.30% Jun 23, 2015 - Feb 15, 2017 |
| #6 | -9.73% Jun 2, 2026 - Jun 10, 2026 | -24.77% Nov 25, 2024 - Sep 4, 2025 |
| #7 | -9.18% Mar 7, 2024 - May 14, 2024 | -20.97% May 5, 2006 - Jul 12, 2007 |
| #8 | -7.61% Jan 28, 2026 - Feb 24, 2026 | -15.22% Feb 12, 2021 - Jun 8, 2021 |
| #9 | -6.99% Dec 6, 2024 - Jan 21, 2025 | -12.39% Jul 1, 2014 - Feb 13, 2015 |
| #10 | -6.35% Mar 31, 2023 - May 22, 2023 | -10.72% Jun 8, 2021 - Oct 25, 2021 |
| #11 | -5.42% Dec 28, 2023 - Jan 19, 2024 | -10.31% Jul 31, 2024 - Oct 14, 2024 |
| #12 | -4.78% May 14, 2026 - May 22, 2026 | -9.43% Mar 7, 2005 - Jun 6, 2005 |
| #13 | -4.63% Oct 8, 2025 - Oct 24, 2025 | -8.94% Jan 26, 2018 - Mar 7, 2018 |
| #14 | -4.32% Jun 15, 2023 - Jul 12, 2023 | -8.89% Feb 9, 2026 - Apr 8, 2026 |
| #15 | -4.16% Oct 14, 2024 - Nov 6, 2024 | -8.41% Oct 15, 2020 - Nov 5, 2020 |
Correlation
Correlation between FWD and XSMO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2009 - 2026)
FWD vs XSMO dividend yield comparison.
| Year | FWD | XSMO |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 0.11% | 0.75% |
| 2024 | 1.89% | 0.63% |
| 2023 | 0.00% | 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% |
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