HTRB vs XSMO

Comparison between HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).

5-Year PerformanceXSMO has outperformed HTRB, delivering a return of +12.2% compared to +0.5%

HTRB vs XSMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTRB(ETF)	XSMO(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.29%	0.36%
Max Drawdown	26.85%	58.06%
Sharpe Ratio	0.46	1.65
5Y Beta	0.04	1.06
P/E Ratio	N/A	33.54
Forward P/E	N/A	19.61
5Y Dividends CAGR	-3.37%	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

HTRB

$2.30B

XSMO

$2.30B

Expense Ratio

Winner

HTRB

0.29%

XSMO

0.36%

Max Drawdown

Winner

HTRB

26.85%

XSMO

58.06%

Sharpe Ratio

HTRB

0.46

Winner

XSMO

1.65

5Y Beta

Winner

HTRB

0.04

XSMO

1.06

P/E Ratio

HTRB

N/A

XSMO

33.54

Forward P/E

HTRB

N/A

XSMO

19.61

5Y Dividends CAGR

HTRB

-3.37%

Winner

XSMO

8.36%

5Y EPS CAGR

HTRB

N/A

XSMO

23.25%

P/S Ratio

HTRB

N/A

XSMO

1.16

P/B Ratio

HTRB

N/A

XSMO

2.83

HTRB vs XSMO - Historical Returns

Returns include dividend reinvestment.

Period	HTRB	XSMO
1 month	+0.24%	+7.19%
3 months	-0.04%	+8.10%
6 months	+0.88%	+21.77%
1 year	+6.25%	+37.32%
5 years(CAGR)	+0.49%	+12.25%
10 years(CAGR)	+2.25%	+15.06%
Max(CAGR)	+2.25%	+9.21%

HTRB

+0.24%

Winner

XSMO

+7.19%

HTRB

-0.04%

Winner

XSMO

+8.10%

HTRB

+0.88%

Winner

XSMO

+21.77%

HTRB

+6.25%

Winner

XSMO

+37.32%

5Y(CAGR)

HTRB

+0.49%

Winner

XSMO

+12.25%

10Y(CAGR)

HTRB

+2.25%

Winner

XSMO

+15.06%

Max(CAGR)

HTRB

+2.25%

Winner

XSMO

+9.21%

HTRB vs XSMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	HTRB	XSMO
2026	+0.71%	+19.81%
2025	+7.27%	+9.64%
2024	+2.79%	+18.82%
2023	+6.64%	+23.37%
2022	-14.11%	-16.09%
2021	-1.01%	+19.52%
2020	+8.64%	+22.10%
2019	+10.21%	+28.40%
2018	-0.88%	-3.68%
2017	+1.02%	+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%

HTRB vs XSMO Drawdown Comparison

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

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

The current HTRB drawdown is -1.19%. The current XSMO drawdown is -1.28%.

Rank	HTRB	XSMO
#1	-19.48% Sep 14, 2021 - Oct 28, 2025	-58.06% Jul 19, 2007 - Jan 24, 2013
#2	-10.48% Mar 6, 2020 - Jun 8, 2020	-39.38% Feb 13, 2020 - Sep 2, 2020
#3	-3.76% Jan 4, 2021 - Aug 2, 2021	-29.63% Nov 9, 2021 - Mar 21, 2024
#4	-2.75% Feb 27, 2026 - Mar 27, 2026	-29.47% Aug 31, 2018 - Jan 16, 2020
#5	-2.58% Dec 29, 2017 - Jan 30, 2019	-29.30% Jun 23, 2015 - Feb 15, 2017
#6	-1.80% Aug 27, 2019 - Oct 4, 2019	-24.77% Nov 25, 2024 - Sep 4, 2025
#7	-1.58% Jul 3, 2019 - Aug 1, 2019	-20.97% May 5, 2006 - Jul 12, 2007
#8	-1.13% Oct 28, 2025 - Feb 5, 2026	-15.22% Feb 12, 2021 - Jun 8, 2021
#9	-1.13% Oct 4, 2019 - Nov 27, 2019	-12.39% Jul 1, 2014 - Feb 13, 2015
#10	-1.10% Aug 10, 2020 - Nov 17, 2020	-10.72% Jun 8, 2021 - Oct 25, 2021
#11	-0.99% Aug 4, 2021 - Sep 14, 2021	-10.31% Jul 31, 2024 - Oct 14, 2024
#12	-0.80% Mar 27, 2019 - Apr 25, 2019	-9.43% Mar 7, 2005 - Jun 6, 2005
#13	-0.65% Feb 28, 2020 - Mar 3, 2020	-8.94% Jan 26, 2018 - Mar 7, 2018
#14	-0.61% Jun 8, 2020 - Jul 6, 2020	-8.89% Feb 9, 2026 - Apr 8, 2026
#15	-0.61% Nov 3, 2017 - Dec 27, 2017	-8.41% Oct 15, 2020 - Nov 5, 2020

Correlation

Correlation between HTRB and XSMO is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2009 - 2026)

HTRB vs XSMO dividend yield comparison.

Year	HTRB	XSMO
2026	1.36%	0.14%
2025	4.66%	0.75%
2024	4.45%	0.63%
2023	3.87%	0.96%
2022	3.08%	1.19%
2021	4.22%	0.30%
2020	4.79%	0.82%
2019	6.30%	0.69%
2018	2.37%	0.66%
2017	0.96%	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%