IBDW vs XSMO

Comparison between ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).

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

IBDW vs XSMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDW(ETF)	XSMO(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.10%	0.36%
Max Drawdown	26.72%	58.06%
Sharpe Ratio	0.67	1.65
5Y Beta	0.06	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

IBDW

$2.30B

XSMO

$2.30B

Expense Ratio

Winner

IBDW

0.10%

XSMO

0.36%

Max Drawdown

Winner

IBDW

26.72%

XSMO

58.06%

Sharpe Ratio

IBDW

0.67

Winner

XSMO

1.65

5Y Beta

Winner

IBDW

0.06

XSMO

1.06

P/E Ratio

IBDW

N/A

XSMO

33.54

Forward P/E

IBDW

N/A

XSMO

19.61

5Y Dividends CAGR

IBDW

N/A

XSMO

8.36%

5Y EPS CAGR

IBDW

N/A

XSMO

23.25%

P/S Ratio

IBDW

N/A

XSMO

1.16

P/B Ratio

IBDW

N/A

XSMO

2.83

IBDW vs XSMO - Historical Returns

Returns include dividend reinvestment.

Period	IBDW	XSMO
1 month	+0.16%	+7.19%
3 months	-0.11%	+8.10%
6 months	+1.27%	+21.77%
1 year	+6.58%	+37.32%
5 years(CAGR)	+0.52%	+12.25%
10 years(CAGR)	N/A	+15.06%
Max(CAGR)	+0.52%	+9.21%

IBDW

+0.16%

Winner

XSMO

+7.19%

IBDW

-0.11%

Winner

XSMO

+8.10%

IBDW

+1.27%

Winner

XSMO

+21.77%

IBDW

+6.58%

Winner

XSMO

+37.32%

5Y(CAGR)

IBDW

+0.52%

Winner

XSMO

+12.25%

10Y(CAGR)

IBDW

N/A

XSMO

+15.06%

Max(CAGR)

IBDW

+0.52%

Winner

XSMO

+9.21%

IBDW vs XSMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IBDW	XSMO
2026	+0.44%	+19.81%
2025	+8.86%	+9.64%
2024	+3.60%	+18.82%
2023	+8.47%	+23.37%
2022	-16.41%	-16.09%
2021	+0.36%	+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%

IBDW vs XSMO Drawdown Comparison

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

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

The current IBDW drawdown is -0.86%. The current XSMO drawdown is -1.28%.

Rank	IBDW	XSMO
#1	-23.88% Aug 3, 2021 - Feb 5, 2026	-58.06% Jul 19, 2007 - Jan 24, 2013
#2	-2.42% Feb 23, 2026 - Mar 26, 2026	-39.38% Feb 13, 2020 - Sep 2, 2020
#3	-0.79% Jul 8, 2021 - Jul 19, 2021	-29.63% Nov 9, 2021 - Mar 21, 2024
#4	-0.59% Jul 19, 2021 - Jul 28, 2021	-29.47% Aug 31, 2018 - Jan 16, 2020
#5	-0.19% Jul 28, 2021 - Aug 2, 2021	-29.30% Jun 23, 2015 - Feb 15, 2017
#6	-0.19% Jun 30, 2021 - Jul 2, 2021	-24.77% Nov 25, 2024 - Sep 4, 2025
#7	-0.17% Jun 24, 2021 - Jun 28, 2021	-20.97% May 5, 2006 - Jul 12, 2007
#8	-0.12% Feb 10, 2026 - Feb 12, 2026	-15.22% Feb 12, 2021 - Jun 8, 2021
#9	-0.07% Feb 17, 2026 - Feb 23, 2026	-12.39% Jul 1, 2014 - Feb 13, 2015
#10	N/A	-10.72% Jun 8, 2021 - Oct 25, 2021
#11	N/A	-10.31% Jul 31, 2024 - Oct 14, 2024
#12	N/A	-9.43% Mar 7, 2005 - Jun 6, 2005
#13	N/A	-8.94% Jan 26, 2018 - Mar 7, 2018
#14	N/A	-8.89% Feb 9, 2026 - Apr 8, 2026
#15	N/A	-8.41% Oct 15, 2020 - Nov 5, 2020

Correlation

Correlation between IBDW and XSMO is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2009 - 2026)

IBDW vs XSMO dividend yield comparison.

Year	IBDW	XSMO
2026	1.57%	0.14%
2025	4.78%	0.75%
2024	5.00%	0.63%
2023	4.50%	0.96%
2022	3.70%	1.19%
2021	1.10%	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%