ICSH vs XMMO

Comparison between ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH, ETF) and INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF).

5-Year PerformanceXMMO has outperformed ICSH, delivering a return of +13.9% compared to +3.8%

ICSH vs XMMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ICSH(ETF)	XMMO(ETF)
Net Assets	$7.80B	$7.90B
Expense Ratio	0.08%	0.35%
Max Drawdown	3.94%	55.37%
Sharpe Ratio	0.29	0.93
5Y Beta	0.00	1.11
P/E Ratio	N/A	31.71
Forward P/E	N/A	19.74
PEG Ratio	N/A	0.22
5Y Dividends CAGR	47.87%	28.36%
5Y EPS CAGR	N/A	18.38%
Debt to Equity	N/A	55.93%
P/S Ratio	N/A	3.04
P/B Ratio	N/A	4.06

Net Assets

ICSH

$7.80B

Winner

XMMO

$7.90B

Expense Ratio

Winner

ICSH

0.08%

XMMO

0.35%

Max Drawdown

Winner

ICSH

3.94%

XMMO

55.37%

Sharpe Ratio

ICSH

0.29

Winner

XMMO

0.93

5Y Beta

Winner

ICSH

0.00

XMMO

1.11

P/E Ratio

ICSH

N/A

XMMO

31.71

Forward P/E

ICSH

N/A

XMMO

19.74

PEG Ratio

ICSH

N/A

XMMO

0.22

5Y Dividends CAGR

Winner

ICSH

47.87%

XMMO

28.36%

5Y EPS CAGR

ICSH

N/A

XMMO

18.38%

Debt to Equity

ICSH

N/A

XMMO

55.93%

P/S Ratio

ICSH

N/A

XMMO

3.04

P/B Ratio

ICSH

N/A

XMMO

4.06

ICSH vs XMMO - Historical Returns

Returns include dividend reinvestment.

Period	ICSH	XMMO
1 month	+0.33%	-3.26%
3 months	+0.88%	-5.30%
6 months	+1.66%	+9.07%
1 year	+4.00%	+23.61%
5 years(CAGR)	+3.79%	+13.94%
10 years(CAGR)	+2.79%	+18.40%
Max(CAGR)	+2.32%	+12.28%

Winner

ICSH

+0.33%

XMMO

-3.26%

Winner

ICSH

+0.88%

XMMO

-5.30%

ICSH

+1.66%

Winner

XMMO

+9.07%

ICSH

+4.00%

Winner

XMMO

+23.61%

5Y(CAGR)

ICSH

+3.79%

Winner

XMMO

+13.94%

10Y(CAGR)

ICSH

+2.79%

Winner

XMMO

+18.40%

Max(CAGR)

ICSH

+2.32%

Winner

XMMO

+12.28%

ICSH vs XMMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	ICSH	XMMO
2026	+2.09%	+13.90%
2025	+4.94%	+12.76%
2024	+5.51%	+39.61%
2023	+5.58%	+22.48%
2022	+0.96%	-16.03%
2021	+0.16%	+18.27%
2020	+1.59%	+28.91%
2019	+3.18%	+37.05%
2018	+2.27%	+5.03%
2017	+1.70%	+35.95%
2016	+0.86%	+6.51%
2015	+0.21%	-3.76%
2014	+0.14%	+11.42%
2013	+0.02%	+25.37%
2012	N/A	+12.68%
2011	N/A	-6.90%
2010	N/A	+27.98%
2009	N/A	+19.98%
2008	N/A	-43.58%
2007	N/A	+27.23%
2006	N/A	+8.57%
2005	N/A	+16.36%

ICSH vs XMMO Drawdown Comparison

The maximum drawdown for ICSH was -3.94%, occurring on Mar 23, 2020. Recovery took 46 trading sessions.

The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.

The current ICSH drawdown is -0.04%. The current XMMO drawdown is -8.27%.

Rank	ICSH	XMMO
#1	-3.94% Mar 9, 2020 - May 13, 2020	-55.37% Dec 10, 2007 - Jan 22, 2013
#2	-1.24% Apr 7, 2014 - May 8, 2014	-36.73% Feb 19, 2020 - Aug 3, 2020
#3	-0.73% Sep 20, 2021 - Nov 8, 2022	-27.91% Nov 8, 2021 - Jan 30, 2024
#4	-0.53% Oct 29, 2015 - Feb 12, 2016	-26.04% Jul 31, 2015 - Feb 8, 2017
#5	-0.40% Jul 23, 2015 - Aug 25, 2015	-25.06% Sep 14, 2018 - Feb 25, 2019
#6	-0.39% Oct 21, 2014 - Jan 5, 2015	-24.94% Nov 25, 2024 - Sep 11, 2025
#7	-0.38% Feb 12, 2016 - Mar 4, 2016	-15.52% May 8, 2006 - Dec 4, 2006
#8	-0.38% Dec 2, 2016 - Dec 22, 2016	-13.91% Jun 22, 2026 - Jul 29, 2026
#9	-0.38% Nov 3, 2016 - Nov 23, 2016	-11.58% Feb 12, 2021 - Apr 26, 2021
#10	-0.34% Dec 22, 2016 - Jan 24, 2017	-10.47% Apr 26, 2021 - Oct 20, 2021
#11	-0.30% Nov 23, 2016 - Dec 1, 2016	-9.79% Sep 5, 2014 - Nov 21, 2014
#12	-0.30% Oct 25, 2016 - Nov 3, 2016	-9.74% Mar 7, 2005 - Jun 16, 2005
#13	-0.28% Aug 17, 2016 - Sep 20, 2016	-9.59% Jan 26, 2018 - Mar 7, 2018
#14	-0.26% Aug 25, 2015 - Oct 29, 2015	-9.50% Jul 19, 2007 - Sep 19, 2007
#15	-0.25% May 13, 2014 - Oct 10, 2014	-8.69% Jul 16, 2024 - Sep 19, 2024

Correlation

Correlation between ICSH and XMMO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2006 - 2026)

ICSH vs XMMO dividend yield comparison.

Year	ICSH	XMMO
2026	2.35%	0.32%
2025	4.55%	0.78%
2024	5.24%	0.34%
2023	4.78%	0.80%
2022	1.66%	1.43%
2021	0.42%	0.41%
2020	1.21%	0.61%
2019	2.61%	0.60%
2018	2.20%	0.19%
2017	1.36%	0.21%
2016	0.88%	0.22%
2015	0.54%	0.64%
2014	0.46%	1.24%
2013	0.00%	1.30%
2012	0.00%	1.07%
2011	0.00%	0.32%
2010	0.00%	0.27%
2009	0.00%	0.08%
2007	0.00%	0.01%
2006	0.00%	0.60%