GRNJ vs XMVM
Comparison between FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF (GRNJ, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
GRNJ vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GRNJ
$507M
XMVM
$505M
Expense Ratio
GRNJ
0.75%
Winner
XMVM
0.39%
Max Drawdown
Winner
GRNJ
17.45%
XMVM
63.81%
Sharpe Ratio
GRNJ
0.86
Winner
XMVM
1.54
5Y Beta
GRNJ
1.92
Winner
XMVM
0.83
P/E Ratio
GRNJ
36.69
Winner
XMVM
12.02
Forward P/E
GRNJ
20.56
Winner
XMVM
11.29
PEG Ratio
GRNJ
N/A
XMVM
0.08
5Y Dividends CAGR
GRNJ
N/A
XMVM
25.64%
5Y EPS CAGR
Winner
GRNJ
22.49%
XMVM
13.07%
Debt to Equity
GRNJ
78.46%
Winner
XMVM
35.93%
P/S Ratio
GRNJ
3.34
Winner
XMVM
0.84
P/B Ratio
GRNJ
4.21
Winner
XMVM
1.52
GRNJ vs XMVM - Holdings Comparison
GRNJ and XMVM have 5 common holdings. Overlap is 5.90%
GRNJ's top 25 holdings weight is 51.32%. XMVM's top 25 holdings weight is 44.43%.
| Rank | GRNJ | XMVM |
|---|---|---|
| #1 | E.L.F. BEAUTY INC (ELF) - 2.67% | PBF ENERGY INC CLASS A (PBF) - 4.22% |
| #2 | SHARKNINJA INC (SN) - 2.59% | HF SINCLAIR CORP (DINO) - 2.31% |
| #3 | NATERA INC (NTRA) - 2.56% | MACY'S INC (M) - 2.26% |
| #4 | HALOZYME THERAPEUTICS INC (HALO) - 2.54% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 2.03% |
| #5 | MONGODB INC CLASS A (MDB) - 2.46% | TENET HEALTHCARE CORP (THC) - 2.01% |
| #6 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 2.45% | AVNET INC (AVT) - 1.85% |
| #7 | UIPATH INC CLASS A (PATH) - 2.37% | AUTONATION INC (AN) - 1.85% |
| #8 | HF SINCLAIR CORP (DINO) - 2.36% | GREIF INC CLASS A (GEF) - 1.80% |
| #9 | EVERPURE INC CLASS A (P) - 2.26% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.75% |
| #10 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 2.01% | JONES LANG LASALLE INC (JLL) - 1.68% |
| #11 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.00% | ARROW ELECTRONICS INC (ARW) - 1.68% |
| #12 | CARPENTER TECHNOLOGY CORP (CRS) - 1.96% | CNX RESOURCES CORP (CNX) - 1.64% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.89% | LEAR CORP (LEA) - 1.61% |
| #14 | EAST WEST BANCORP INC (EWBC) - 1.84% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.60% |
| #15 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 1.83% | ASSOCIATED BANC-CORP (ASB) - 1.59% |
| #16 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.83% | BANK OZK (OZK) - 1.57% |
| #17 | DOMINO'S PIZZA INC (DPZ) - 1.78% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.53% |
| #18 | EXELIXIS INC (EXEL) - 1.77% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.52% |
| #19 | IES HOLDINGS INC (IESC) - 1.76% | ALLY FINANCIAL INC (ALLY) - 1.49% |
| #20 | ZOOM COMMUNICATIONS INC (ZM) - 1.76% | F N B CORP (FNB) - 1.47% |
| #21 | ROYAL GOLD INC (RGLD) - 1.76% | THE HANOVER INSURANCE GROUP INC (THG) - 1.42% |
| #22 | REDDIT INC CLASS A SHARES (RDDT) - 1.73% | TD SYNNEX CORP (SNX) - 1.41% |
| #23 | WESTERN ALLIANCE BANCORP (WAL) - 1.73% | n/a (GHC) - 1.40% |
| #24 | ALLY FINANCIAL INC (ALLY) - 1.72% | UGI CORP (UGI) - 1.39% |
| #25 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.69% | VOYA FINANCIAL INC (VOYA) - 1.35% |
| Total Holdings | 64 | 81 |
GRNJ vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GRNJ
+3.60%
XMVM
+0.03%
3M
GRNJ
-5.86%
Winner
XMVM
+7.59%
6M
GRNJ
+5.04%
Winner
XMVM
+10.50%
1Y
GRNJ
N/A
XMVM
+28.29%
5Y(CAGR)
GRNJ
N/A
XMVM
+11.54%
10Y(CAGR)
GRNJ
N/A
XMVM
+12.18%
Max(CAGR)
Winner
GRNJ
+28.70%
XMVM
+9.65%
GRNJ vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | GRNJ | XMVM |
|---|---|---|
| 2026 | +11.64% | +15.81% |
| 2025 | +5.14% | +19.49% |
| 2024 | N/A | +12.02% |
| 2023 | N/A | +18.01% |
| 2022 | N/A | -8.79% |
| 2021 | N/A | +38.13% |
| 2020 | N/A | +5.79% |
| 2019 | N/A | +30.77% |
| 2018 | N/A | -10.13% |
| 2017 | N/A | +1.49% |
| 2016 | N/A | +30.34% |
| 2015 | N/A | -7.21% |
| 2014 | N/A | +14.45% |
| 2013 | N/A | +36.61% |
| 2012 | N/A | +16.95% |
| 2011 | N/A | -1.86% |
| 2010 | N/A | +12.61% |
| 2009 | N/A | +21.72% |
| 2008 | N/A | -36.11% |
| 2007 | N/A | -0.16% |
| 2006 | N/A | +12.55% |
| 2005 | N/A | +10.42% |
GRNJ vs XMVM Drawdown Comparison
The maximum drawdown for GRNJ was -17.45%, occurring on Jul 29, 2026. This drawdown has not yet recovered.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current GRNJ drawdown is -9.56%. The current XMVM drawdown is -2.08%.
| Rank | GRNJ | XMVM |
|---|---|---|
| #1 | -17.45% Jun 2, 2026 - Jul 29, 2026 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -17.32% Jan 16, 2026 - Apr 20, 2026 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -8.21% Dec 11, 2025 - Jan 6, 2026 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -6.49% May 14, 2026 - May 26, 2026 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -4.48% Nov 19, 2025 - Nov 24, 2025 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -3.28% May 6, 2026 - May 14, 2026 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -2.86% Apr 22, 2026 - Apr 30, 2026 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -1.72% Nov 28, 2025 - Dec 4, 2025 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -1.34% Jan 6, 2026 - Jan 12, 2026 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -1.00% Apr 20, 2026 - Apr 22, 2026 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -0.56% Jan 13, 2026 - Jan 15, 2026 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -0.23% Dec 4, 2025 - Dec 8, 2025 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | N/A | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | N/A | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | N/A | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between GRNJ and XMVM is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
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