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
$455M
XMVM
$455M
Expense Ratio
GRNJ
0.75%
Winner
XMVM
0.39%
Max Drawdown
Winner
GRNJ
17.32%
XMVM
63.81%
Sharpe Ratio
GRNJ
1.43
Winner
XMVM
1.61
5Y Beta
GRNJ
1.96
Winner
XMVM
0.88
P/E Ratio
GRNJ
44.54
Winner
XMVM
12.33
Forward P/E
GRNJ
20.27
Winner
XMVM
11.35
PEG Ratio
GRNJ
N/A
XMVM
0.12
5Y Dividends CAGR
GRNJ
N/A
XMVM
24.45%
5Y EPS CAGR
Winner
GRNJ
18.50%
XMVM
10.60%
Debt to Equity
GRNJ
65.27%
Winner
XMVM
40.99%
P/S Ratio
GRNJ
3.60
Winner
XMVM
0.72
P/B Ratio
GRNJ
4.72
Winner
XMVM
1.50
GRNJ vs XMVM - Holdings Comparison
GRNJ and XMVM have 6 common holdings. Overlap is 6.56%
GRNJ's top 25 holdings weight is 54.71%. XMVM's top 25 holdings weight is 44.57%.
| Rank | GRNJ | XMVM |
|---|---|---|
| #1 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.07% | TD SYNNEX CORP (SNX) - 3.13% |
| #2 | BLOOM ENERGY CORP CLASS A (BE) - 2.90% | LEAR CORP (LEA) - 2.97% |
| #3 | ROCKET LAB CORP (RKLB) - 2.87% | HF SINCLAIR CORP (DINO) - 2.39% |
| #4 | STERLING INFRASTRUCTURE INC (STRL) - 2.80% | n/a (BHF) - 2.18% |
| #5 | IONQ INC CLASS A (IONQ) - 2.77% | VALARIS LTD (VAL) - 2.01% |
| #6 | ON SEMICONDUCTOR CORP (ON) - 2.70% | MACY'S INC (M) - 1.96% |
| #7 | SANMINA CORP (SANM) - 2.58% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.91% |
| #8 | RIOT PLATFORMS INC (RIOT) - 2.48% | PBF ENERGY INC CLASS A (PBF) - 1.85% |
| #9 | LATTICE SEMICONDUCTOR CORP (LSCC) - 2.32% | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.78% |
| #10 | LUMENTUM HOLDINGS INC (LITE) - 2.27% | n/a (GHC) - 1.77% |
| #11 | COMFORT SYSTEMS USA INC (FIX) - 2.08% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.71% |
| #12 | IES HOLDINGS INC (IESC) - 2.07% | BANK OZK (OZK) - 1.68% |
| #13 | ENERSYS (ENS) - 2.06% | VALLEY NATIONAL BANCORP (VLY) - 1.61% |
| #14 | n/a (GLXY) - 2.04% | RYDER SYSTEM INC (R) - 1.58% |
| #15 | HF SINCLAIR CORP (DINO) - 2.03% | VISTEON CORP (VC) - 1.57% |
| #16 | FABRINET (FN) - 1.96% | PERFORMANCE FOOD GROUP CO (PFGC) - 1.51% |
| #17 | CARPENTER TECHNOLOGY CORP (CRS) - 1.83% | UNUM GROUP (UNM) - 1.49% |
| #18 | UNITED THERAPEUTICS CORP (UTHR) - 1.81% | AUTONATION INC (AN) - 1.48% |
| #19 | EVERPURE INC CLASS A (P) - 1.80% | ZIONS BANCORP NA (ZION) - 1.46% |
| #20 | MUELLER INDUSTRIES INC (MLI) - 1.76% | WEBSTER FINANCIAL CORP (WBS) - 1.46% |
| #21 | VALMONT INDUSTRIES INC (VMI) - 1.74% | UNITED BANKSHARES INC (UBSI) - 1.46% |
| #22 | n/a (MP) - 1.74% | CNO FINANCIAL GROUP INC (CNO) - 1.41% |
| #23 | EXELIXIS INC (EXEL) - 1.71% | WESCO INTERNATIONAL INC (WCC) - 1.41% |
| #24 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.70% | F N B CORP (FNB) - 1.40% |
| #25 | CURTISS-WRIGHT CORP (CW) - 1.62% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.39% |
| Total Holdings | 61 | 81 |
GRNJ vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GRNJ
+1.83%
XMVM
+0.58%
3M
Winner
GRNJ
+17.09%
XMVM
+4.67%
6M
Winner
GRNJ
+15.85%
XMVM
+10.90%
1Y
GRNJ
N/A
XMVM
+32.06%
5Y(CAGR)
GRNJ
N/A
XMVM
+9.83%
10Y(CAGR)
GRNJ
N/A
XMVM
+11.79%
Max(CAGR)
Winner
GRNJ
+52.85%
XMVM
+9.40%
GRNJ vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | GRNJ | XMVM |
|---|---|---|
| 2026 | +15.94% | +8.03% |
| 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 -17.32%, occurring on Mar 30, 2026. Recovery took 63 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current GRNJ drawdown is -6.07%. The current XMVM drawdown is -0.27%.
| Rank | GRNJ | XMVM |
|---|---|---|
| #1 | -17.32% Jan 16, 2026 - Apr 20, 2026 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -8.21% Dec 11, 2025 - Jan 6, 2026 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -6.49% May 14, 2026 - May 26, 2026 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -6.07% Jun 2, 2026 - Jun 5, 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 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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