IBMQ vs XSVM
Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceXSVM has outperformed IBMQ, delivering a return of +9.8% compared to +0.4%
IBMQ vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMQ
$653M
XSVM
$651M
Expense Ratio
Winner
IBMQ
0.18%
XSVM
0.37%
Max Drawdown
Winner
IBMQ
15.85%
XSVM
64.12%
Sharpe Ratio
IBMQ
-0.89
Winner
XSVM
1.62
5Y Beta
Winner
IBMQ
0.03
XSVM
0.89
P/E Ratio
IBMQ
N/A
XSVM
16.04
Forward P/E
IBMQ
N/A
XSVM
11.22
5Y Dividends CAGR
IBMQ
15.19%
Winner
XSVM
26.86%
5Y EPS CAGR
IBMQ
N/A
XSVM
4.69%
Debt to Equity
IBMQ
N/A
XSVM
37.38%
P/S Ratio
IBMQ
N/A
XSVM
0.57
P/B Ratio
IBMQ
N/A
XSVM
1.19
IBMQ vs XSVM - Holdings Comparison
IBMQ and XSVM have 1 common holdings. Overlap is -0.73%
IBMQ's top 25 holdings weight is 23.88%. XSVM's top 25 holdings weight is 30.14%.
| Rank | IBMQ | XSVM |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.65% | KOHL'S CORP (KSS) - 2.18% |
| #2 | ILLINOIS ST 5% (n/a) - 1.76% | LINCOLN NATIONAL CORP (LNC) - 1.69% |
| #3 | n/a (n/a) - 1.59% | GENWORTH FINANCIAL INC (GNW) - 1.46% |
| #4 | NEW YORK N Y 5% (n/a) - 1.44% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.41% |
| #5 | PENNSYLVANIA ST 5% (n/a) - 1.17% | PAR PACIFIC HOLDINGS INC (PARR) - 1.39% |
| #6 | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 1.13% | ADIENT PLC (ADNT) - 1.33% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.08% | SALLY BEAUTY HOLDINGS INC (SBH) - 1.29% |
| #8 | n/a (n/a) - 0.92% | SCANSOURCE INC (SCSC) - 1.28% |
| #9 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.90% | DEL MONTE CORP (DMC) - 1.24% |
| #10 | MARYLAND ST 5% (n/a) - 0.89% | ANDERSONS INC (ANDE) - 1.21% |
| #11 | WASHINGTON ST 5% (n/a) - 0.87% | G-III APPAREL GROUP LTD (GIII) - 1.18% |
| #12 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.87% | KOPPERS HOLDINGS INC (KOP) - 1.15% |
| #13 | CONNECTICUT ST 5% (n/a) - 0.84% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.11% |
| #14 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.76% | CUSHMAN & WAKEFIELD LTD (CWK) - 1.11% |
| #15 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.71% | STONEX GROUP INC (SNEX) - 1.09% |
| #16 | n/a (n/a) - 0.69% | UNITED NATURAL FOODS INC (UNFI) - 1.08% |
| #17 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.66% | SIRIUSPOINT LTD (SPNT) - 1.06% |
| #18 | INDIANA ST FIN AUTH REV 5% (n/a) - 0.64% | MARINEMAX INC (HZO) - 1.06% |
| #19 | DALLAS TEX 5% (n/a) - 0.64% | PEOPLE INC ORDINARY SHARES NEW (PPLI) - 0.99% |
| #20 | n/a (n/a) - 0.63% | SCHOLASTIC CORP (SCHL) - 0.99% |
| #21 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.62% | STANDARD MOTOR PRODUCTS INC (SMP) - 0.98% |
| #22 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.62% | DELUXE CORP (DLX) - 0.98% |
| #23 | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.62% | DAUCH CORP (DCH) - 0.98% |
| #24 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.60% | ADAMAS TRUST INC (ADAM) - 0.95% |
| #25 | CLARK CNTY NEV SCH DIST 5% (n/a) - 0.58% | ADAPTHEALTH CORP ORDINARY SHARES (AHCO) - 0.95% |
| Total Holdings | 779 | 121 |
IBMQ vs XSVM - Historical Returns
Returns include dividend reinvestment.
1M
IBMQ
+0.09%
Winner
XSVM
+4.88%
3M
IBMQ
+0.50%
Winner
XSVM
+10.61%
6M
IBMQ
+0.72%
Winner
XSVM
+16.85%
1Y
IBMQ
+2.71%
Winner
XSVM
+37.09%
5Y(CAGR)
IBMQ
+0.39%
Winner
XSVM
+9.77%
10Y(CAGR)
IBMQ
N/A
XSVM
+13.22%
Max(CAGR)
IBMQ
+2.00%
Winner
XSVM
+9.34%
IBMQ vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IBMQ | XSVM |
|---|---|---|
| 2026 | +1.00% | +24.90% |
| 2025 | +3.96% | +8.44% |
| 2024 | +0.83% | +2.66% |
| 2023 | +3.77% | +21.36% |
| 2022 | -6.60% | -14.95% |
| 2021 | -0.23% | +57.25% |
| 2020 | +6.79% | +5.22% |
| 2019 | +5.39% | +28.56% |
| 2018 | N/A | -12.72% |
| 2017 | N/A | +2.33% |
| 2016 | N/A | +38.71% |
| 2015 | N/A | -8.23% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +39.94% |
| 2012 | N/A | +19.01% |
| 2011 | N/A | -3.14% |
| 2010 | N/A | +16.35% |
| 2009 | N/A | +16.81% |
| 2008 | N/A | -30.67% |
| 2007 | N/A | -8.82% |
| 2006 | N/A | +15.68% |
| 2005 | N/A | +3.39% |
IBMQ vs XSVM Drawdown Comparison
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current IBMQ drawdown is -0.14%. The current XSVM drawdown is -1.06%.
| Rank | IBMQ | XSVM |
|---|---|---|
| #1 | -15.85% Mar 9, 2020 - Jul 14, 2020 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -11.60% Feb 11, 2021 - Sep 4, 2025 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -2.44% Aug 28, 2019 - Jan 14, 2020 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -1.87% Aug 7, 2020 - Dec 10, 2020 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -1.13% Feb 27, 2026 - Jun 25, 2026 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -0.87% Sep 18, 2025 - Jan 5, 2026 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -0.56% Jan 31, 2020 - Feb 20, 2020 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -0.40% Jan 6, 2021 - Jan 27, 2021 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -0.38% Aug 15, 2019 - Aug 28, 2019 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -0.26% Jun 3, 2019 - Jun 18, 2019 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -0.26% Feb 27, 2020 - Mar 6, 2020 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -0.23% Aug 12, 2019 - Aug 14, 2019 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -0.22% May 17, 2019 - May 23, 2019 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -0.20% May 7, 2019 - May 9, 2019 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -0.19% Jul 3, 2019 - Jul 9, 2019 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between IBMQ and XSVM is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2005 - 2026)
IBMQ vs XSVM dividend yield comparison.
| Year | IBMQ | XSVM |
|---|---|---|
| 2026 | 1.23% | 0.84% |
| 2025 | 2.43% | 2.29% |
| 2024 | 2.33% | 1.69% |
| 2023 | 1.93% | 1.31% |
| 2022 | 1.25% | 1.79% |
| 2021 | 1.05% | 1.23% |
| 2020 | 1.24% | 1.21% |
| 2019 | 1.03% | 1.22% |
| 2018 | 0.00% | 2.54% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 2.29% |
| 2015 | 0.00% | 2.68% |
| 2014 | 0.00% | 1.32% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 2.10% |
| 2011 | 0.00% | 1.04% |
| 2010 | 0.00% | 1.18% |
| 2009 | 0.00% | 0.74% |
| 2008 | 0.00% | 1.07% |
| 2007 | 0.00% | 3.70% |
| 2006 | 0.00% | 0.63% |
| 2005 | 0.00% | 0.59% |
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