IDMO vs IXJ
Comparison between INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO, ETF) and ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF).
5-Year PerformanceIDMO has outperformed IXJ, delivering a return of +16.1% compared to +5.2%
IDMO vs IXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDMO
$4.10B
IXJ
$4.10B
Expense Ratio
Winner
IDMO
0.25%
IXJ
0.38%
Max Drawdown
Winner
IDMO
40.58%
IXJ
42.81%
Sharpe Ratio
IDMO
0.99
Winner
IXJ
1.20
5Y Beta
IDMO
0.85
Winner
IXJ
0.43
P/E Ratio
IDMO
N/A
IXJ
33.77
Forward P/E
IDMO
N/A
IXJ
20.63
PEG Ratio
IDMO
N/A
IXJ
0.31
5Y Dividends CAGR
Winner
IDMO
32.87%
IXJ
7.94%
5Y EPS CAGR
IDMO
N/A
IXJ
8.72%
Debt to Equity
IDMO
N/A
IXJ
154.60%
P/S Ratio
IDMO
N/A
IXJ
1.56
P/B Ratio
IDMO
N/A
IXJ
5.01
IDMO vs IXJ - Holdings Comparison
IDMO and IXJ have 1 common holdings. Overlap is 0.00%
IDMO's top 25 holdings weight is 49.42%. IXJ's top 25 holdings weight is 71.32%.
| Rank | IDMO | IXJ |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 4.71% | ELI LILLY AND CO (LLY) - 10.93% |
| #2 | BANCO SANTANDER SA (n/a) - 4.32% | JOHNSON & JOHNSON (JNJ) - 7.08% |
| #3 | THE TORONTO-DOMINION BANK (n/a) - 4.10% | ABBVIE INC (ABBV) - 5.01% |
| #4 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.90% | UNITEDHEALTH GROUP INC (UNH) - 4.50% |
| #5 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.68% | MERCK & CO INC (MRK) - 3.95% |
| #6 | ADVANTEST CORP (n/a) - 2.52% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.73% |
| #7 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.11% | NOVARTIS AG REGISTERED SHARES (n/a) - 3.61% |
| #8 | IBERDROLA SA (n/a) - 2.03% | ASTRAZENECA PLC (AZN:XLON) - 3.54% |
| #9 | UNICREDIT SPA (n/a) - 1.91% | AMGEN INC (AMGN) - 2.51% |
| #10 | BANK OF NOVA SCOTIA (n/a) - 1.71% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.49% |
| #11 | MITSUBISHI CORP (n/a) - 1.62% | GILEAD SCIENCES INC (GILD) - 2.14% |
| #12 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.56% | ABBOTT LABORATORIES (ABT) - 2.10% |
| #13 | LLOYDS BANKING GROUP PLC (n/a) - 1.55% | NOVO NORDISK AS CLASS B (n/a) - 1.99% |
| #14 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.49% | INTUITIVE SURGICAL INC (ISRG) - 1.86% |
| #15 | BARRICK MINING CORP (n/a) - 1.46% | PFIZER INC (PFE) - 1.77% |
| #16 | BANK OF MONTREAL (BMO) - 1.36% | CVS HEALTH CORP (CVS) - 1.68% |
| #17 | SOCIETE GENERALE SA (n/a) - 1.35% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.61% |
| #18 | ING GROEP NV (n/a) - 1.34% | DANAHER CORP (DHR) - 1.58% |
| #19 | INTESA SANPAOLO (n/a) - 1.33% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.51% |
| #20 | DBS GROUP HOLDINGS LTD (n/a) - 1.33% | STRYKER CORP (SYK) - 1.44% |
| #21 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.26% | GSK PLC (n/a) - 1.36% |
| #22 | AGNICO EAGLE MINES LTD (AEM) - 1.22% | MEDTRONIC PLC (MDT) - 1.35% |
| #23 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.22% | MCKESSON CORP (MCK) - 1.22% |
| #24 | MITSUI & CO LTD (n/a) - 1.19% | SANOFI SA (n/a) - 1.19% |
| #25 | BARCLAYS PLC (n/a) - 1.15% | ELEVANCE HEALTH INC (ELV) - 1.17% |
| Total Holdings | 204 | 129 |
IDMO vs IXJ - Historical Returns
Returns include dividend reinvestment.
1M
IDMO
+4.80%
Winner
IXJ
+8.25%
3M
IDMO
+5.87%
Winner
IXJ
+14.53%
6M
IDMO
+6.37%
Winner
IXJ
+7.32%
1Y
IDMO
+23.55%
Winner
IXJ
+23.92%
5Y(CAGR)
Winner
IDMO
+16.12%
IXJ
+5.20%
10Y(CAGR)
Winner
IDMO
+12.94%
IXJ
+9.12%
Max(CAGR)
Winner
IDMO
+9.28%
IXJ
+7.63%
IDMO vs IXJ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IDMO | IXJ |
|---|---|---|
| 2026 | +13.27% | +10.31% |
| 2025 | +42.29% | +14.95% |
| 2024 | +14.02% | -0.69% |
| 2023 | +20.76% | +3.59% |
| 2022 | -12.23% | -3.93% |
| 2021 | +13.15% | +19.74% |
| 2020 | +21.38% | +12.39% |
| 2019 | +26.22% | +24.67% |
| 2018 | -16.01% | +1.74% |
| 2017 | +29.17% | +19.02% |
| 2016 | +2.38% | -4.37% |
| 2015 | -11.66% | +5.69% |
| 2014 | -4.53% | +18.07% |
| 2013 | +18.63% | +33.83% |
| 2012 | +1.88% | +15.83% |
| 2011 | N/A | +9.85% |
| 2010 | N/A | +0.65% |
| 2009 | N/A | +16.29% |
| 2008 | N/A | -19.96% |
| 2007 | N/A | +2.96% |
| 2006 | N/A | +8.49% |
| 2005 | N/A | +7.27% |
| 2004 | N/A | +3.72% |
| 2003 | N/A | +16.34% |
| 2002 | N/A | -17.01% |
| 2001 | N/A | -2.47% |
IDMO vs IXJ Drawdown Comparison
The maximum drawdown for IDMO was -39.35%, occurring on Feb 9, 2016. Recovery took 1191 trading sessions.
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The current IDMO drawdown is -1.07%. The current IXJ drawdown is -0.48%.
| Rank | IDMO | IXJ |
|---|---|---|
| #1 | -39.35% May 14, 2015 - Feb 6, 2020 | -40.60% May 7, 2007 - Apr 26, 2011 |
| #2 | -31.32% Feb 19, 2020 - Jul 14, 2020 | -31.87% Nov 26, 2001 - Apr 13, 2005 |
| #3 | -27.09% Nov 12, 2021 - Dec 1, 2023 | -27.35% Feb 12, 2020 - Jul 14, 2020 |
| #4 | -25.56% Feb 24, 2012 - Dec 19, 2012 | -18.80% Aug 5, 2015 - Jun 19, 2017 |
| #5 | -21.02% Jul 3, 2014 - Apr 24, 2015 | -18.14% Aug 30, 2024 - Jan 6, 2026 |
| #6 | -13.64% Jan 30, 2013 - Aug 14, 2013 | -17.48% Apr 8, 2022 - Jan 8, 2024 |
| #7 | -12.65% Mar 25, 2025 - Apr 23, 2025 | -16.52% May 31, 2011 - Mar 13, 2012 |
| #8 | -12.52% Feb 16, 2021 - Aug 5, 2021 | -14.45% Oct 1, 2018 - Jul 2, 2019 |
| #9 | -12.31% Feb 26, 2026 - Apr 14, 2026 | -11.65% Jan 26, 2018 - Aug 21, 2018 |
| #10 | -11.40% Jul 16, 2024 - Aug 30, 2024 | -10.78% Feb 27, 2026 - Jul 2, 2026 |
| #11 | -7.30% Jan 17, 2014 - Feb 18, 2014 | -10.59% Dec 29, 2021 - Apr 7, 2022 |
| #12 | -7.22% May 13, 2026 - Jun 16, 2026 | -8.47% Sep 24, 2014 - Oct 30, 2014 |
| #13 | -6.98% Dec 5, 2024 - Feb 6, 2025 | -7.78% Sep 3, 2021 - Dec 23, 2021 |
| #14 | -6.92% Sep 15, 2021 - Nov 1, 2021 | -7.77% Jan 25, 2021 - Apr 16, 2021 |
| #15 | -6.73% Oct 12, 2020 - Nov 5, 2020 | -7.76% Sep 2, 2020 - Nov 5, 2020 |
Correlation
Correlation between IDMO and IXJ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2001 - 2026)
IDMO vs IXJ dividend yield comparison.
| Year | IDMO | IXJ |
|---|---|---|
| 2026 | 1.24% | 0.79% |
| 2025 | 3.71% | 1.40% |
| 2024 | 2.24% | 1.50% |
| 2023 | 2.89% | 1.38% |
| 2022 | 3.66% | 1.17% |
| 2021 | 1.81% | 1.12% |
| 2020 | 1.63% | 1.27% |
| 2019 | 2.78% | 1.42% |
| 2018 | 3.27% | 2.11% |
| 2017 | 3.08% | 1.46% |
| 2016 | 2.18% | 1.73% |
| 2015 | 2.52% | 2.85% |
| 2014 | 2.19% | 1.38% |
| 2013 | 1.70% | 1.51% |
| 2012 | 2.07% | 2.28% |
| 2011 | 0.00% | 2.17% |
| 2010 | 0.00% | 2.20% |
| 2009 | 0.00% | 1.97% |
| 2008 | 0.00% | 2.25% |
| 2007 | 0.00% | 1.72% |
| 2006 | 0.00% | 0.85% |
| 2005 | 0.00% | 0.70% |
| 2004 | 0.00% | 0.74% |
| 2003 | 0.00% | 0.63% |
| 2002 | 0.00% | 0.61% |
| 2001 | 0.00% | 0.03% |
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