IBTO vs XMVM
Comparison between ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
IBTO vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTO
$454M
Winner
XMVM
$455M
Expense Ratio
Winner
IBTO
0.07%
XMVM
0.39%
Max Drawdown
Winner
IBTO
9.04%
XMVM
63.81%
Sharpe Ratio
IBTO
-0.14
Winner
XMVM
1.61
5Y Beta
Winner
IBTO
-0.01
XMVM
0.88
P/E Ratio
IBTO
N/A
XMVM
12.33
Forward P/E
IBTO
N/A
XMVM
11.35
PEG Ratio
IBTO
N/A
XMVM
0.12
5Y Dividends CAGR
IBTO
N/A
XMVM
24.45%
5Y EPS CAGR
IBTO
N/A
XMVM
10.60%
Debt to Equity
IBTO
N/A
XMVM
40.99%
P/S Ratio
IBTO
N/A
XMVM
0.72
P/B Ratio
IBTO
N/A
XMVM
1.50
IBTO vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
IBTO
-0.59%
Winner
XMVM
+0.58%
3M
IBTO
-1.86%
Winner
XMVM
+4.67%
6M
IBTO
-0.92%
Winner
XMVM
+10.90%
1Y
IBTO
+3.24%
Winner
XMVM
+32.06%
5Y(CAGR)
IBTO
N/A
XMVM
+9.83%
10Y(CAGR)
IBTO
N/A
XMVM
+11.79%
Max(CAGR)
IBTO
+2.69%
Winner
XMVM
+9.40%
IBTO vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IBTO | XMVM |
|---|---|---|
| 2026 | -0.88% | +8.03% |
| 2025 | +8.05% | +19.49% |
| 2024 | -0.45% | +12.02% |
| 2023 | +1.71% | +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% |
IBTO vs XMVM Drawdown Comparison
The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current IBTO drawdown is -2.97%. The current XMVM drawdown is -0.27%.
| Rank | IBTO | XMVM |
|---|---|---|
| #1 | -8.35% Jul 19, 2023 - Dec 14, 2023 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -6.91% Sep 16, 2024 - Aug 1, 2025 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -5.50% Dec 27, 2023 - Jul 31, 2024 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -3.65% Feb 27, 2026 - May 19, 2026 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -1.86% Jun 30, 2023 - Jul 13, 2023 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -1.61% Aug 5, 2024 - Aug 21, 2024 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -1.38% Nov 26, 2025 - Feb 12, 2026 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -1.18% Oct 22, 2025 - Nov 25, 2025 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -1.03% Sep 11, 2025 - Oct 14, 2025 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -0.75% Aug 21, 2024 - Sep 4, 2024 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -0.59% Aug 4, 2025 - Aug 22, 2025 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -0.52% Jul 13, 2023 - Jul 19, 2023 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -0.32% Dec 14, 2023 - Dec 20, 2023 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -0.31% Aug 28, 2025 - Sep 3, 2025 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -0.28% Dec 20, 2023 - Dec 27, 2023 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between IBTO and XMVM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2005 - 2026)
IBTO vs XMVM dividend yield comparison.
| Year | IBTO | XMVM |
|---|---|---|
| 2026 | 1.72% | 0.59% |
| 2025 | 4.05% | 2.07% |
| 2024 | 4.23% | 1.43% |
| 2023 | 1.66% | 1.57% |
| 2022 | 0.00% | 1.76% |
| 2021 | 0.00% | 1.10% |
| 2020 | 0.00% | 1.37% |
| 2019 | 0.00% | 1.73% |
| 2018 | 0.00% | 2.87% |
| 2017 | 0.00% | 2.22% |
| 2016 | 0.00% | 2.27% |
| 2015 | 0.00% | 2.58% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 1.39% |
| 2012 | 0.00% | 2.14% |
| 2011 | 0.00% | 1.17% |
| 2010 | 0.00% | 0.95% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 2.50% |
| 2007 | 0.00% | 1.24% |
| 2006 | 0.00% | 1.27% |
| 2005 | 0.00% | 1.45% |
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