IBTG vs XSMO

Comparison between ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).

5-Year PerformanceXSMO has outperformed IBTG, delivering a return of +12.2% compared to +0.8%

IBTG vs XSMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTG(ETF)	XSMO(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.07%	0.36%
Max Drawdown	15.61%	58.06%
Sharpe Ratio	0.54	1.65
5Y Beta	-0.01	1.06
P/E Ratio	N/A	33.54
Forward P/E	N/A	19.61
5Y Dividends CAGR	42.17%	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

IBTG

$2.30B

XSMO

$2.30B

Expense Ratio

Winner

IBTG

0.07%

XSMO

0.36%

Max Drawdown

Winner

IBTG

15.61%

XSMO

58.06%

Sharpe Ratio

IBTG

0.54

Winner

XSMO

1.65

5Y Beta

Winner

IBTG

-0.01

XSMO

1.06

P/E Ratio

IBTG

N/A

XSMO

33.54

Forward P/E

IBTG

N/A

XSMO

19.61

5Y Dividends CAGR

Winner

IBTG

42.17%

XSMO

8.36%

5Y EPS CAGR

IBTG

N/A

XSMO

23.25%

P/S Ratio

IBTG

N/A

XSMO

1.16

P/B Ratio

IBTG

N/A

XSMO

2.83

IBTG vs XSMO - Historical Returns

Returns include dividend reinvestment.

Period	IBTG	XSMO
1 month	+0.34%	+7.19%
3 months	+0.84%	+8.10%
6 months	+1.80%	+21.77%
1 year	+4.08%	+37.32%
5 years(CAGR)	+0.76%	+12.25%
10 years(CAGR)	N/A	+15.06%
Max(CAGR)	+0.97%	+9.21%

IBTG

+0.34%

Winner

XSMO

+7.19%

IBTG

+0.84%

Winner

XSMO

+8.10%

IBTG

+1.80%

Winner

XSMO

+21.77%

IBTG

+4.08%

Winner

XSMO

+37.32%

5Y(CAGR)

IBTG

+0.76%

Winner

XSMO

+12.25%

10Y(CAGR)

IBTG

N/A

XSMO

+15.06%

Max(CAGR)

IBTG

+0.97%

Winner

XSMO

+9.21%

IBTG vs XSMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IBTG	XSMO
2026	+1.21%	+19.81%
2025	+4.54%	+9.64%
2024	+4.15%	+18.82%
2023	+4.13%	+23.37%
2022	-7.85%	-16.09%
2021	-3.06%	+19.52%
2020	+3.99%	+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%

IBTG vs XSMO Drawdown Comparison

The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.

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

The current XSMO drawdown is -1.28%.

Rank	IBTG	XSMO
#1	-13.62% Aug 4, 2020 - Dec 18, 2025	-58.06% Jul 19, 2007 - Jan 24, 2013
#2	-2.79% Mar 9, 2020 - Mar 27, 2020	-39.38% Feb 13, 2020 - Sep 2, 2020
#3	-1.03% May 14, 2020 - Jun 26, 2020	-29.63% Nov 9, 2021 - Mar 21, 2024
#4	-0.76% Apr 3, 2020 - Apr 15, 2020	-29.47% Aug 31, 2018 - Jan 16, 2020
#5	-0.50% Apr 21, 2020 - May 7, 2020	-29.30% Jun 23, 2015 - Feb 15, 2017
#6	-0.34% May 7, 2020 - May 14, 2020	-24.77% Nov 25, 2024 - Sep 4, 2025
#7	-0.17% Jul 9, 2020 - Jul 21, 2020	-20.97% May 5, 2006 - Jul 12, 2007
#8	-0.15% Apr 15, 2020 - Apr 21, 2020	-15.22% Feb 12, 2021 - Jun 8, 2021
#9	-0.13% Jul 1, 2020 - Jul 9, 2020	-12.39% Jul 1, 2014 - Feb 13, 2015
#10	-0.11% Jul 24, 2020 - Jul 28, 2020	-10.72% Jun 8, 2021 - Oct 25, 2021
#11	-0.09% Mar 31, 2020 - Apr 3, 2020	-10.31% Jul 31, 2024 - Oct 14, 2024
#12	-0.04% Dec 26, 2025 - Jan 2, 2026	-9.43% Mar 7, 2005 - Jun 6, 2005
#13	-0.04% Feb 9, 2026 - Feb 13, 2026	-8.94% Jan 26, 2018 - Mar 7, 2018
#14	-0.03% Feb 27, 2026 - Mar 6, 2026	-8.89% Feb 9, 2026 - Apr 8, 2026
#15	-0.02% Feb 28, 2020 - Mar 3, 2020	-8.41% Oct 15, 2020 - Nov 5, 2020

Correlation

Correlation between IBTG and XSMO is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2009 - 2026)

IBTG vs XSMO dividend yield comparison.

Year	IBTG	XSMO
2026	1.29%	0.14%
2025	4.03%	0.75%
2024	4.08%	0.63%
2023	3.61%	0.96%
2022	2.06%	1.19%
2021	0.66%	0.30%
2020	0.53%	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%