IVOO vs XMHQ
Comparison between VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF) and INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF).
5-Year PerformanceXMHQ has outperformed IVOO, delivering a return of +8.4% compared to +7.5%
IVOO vs XMHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOO
$5B
XMHQ
$5B
Expense Ratio
Winner
IVOO
0.07%
XMHQ
0.25%
Max Drawdown
Winner
IVOO
42.47%
XMHQ
58.42%
Sharpe Ratio
Winner
IVOO
1.43
XMHQ
0.85
5Y Beta
IVOO
0.99
Winner
XMHQ
0.98
P/E Ratio
IVOO
25.58
Winner
XMHQ
20.71
Forward P/E
Winner
IVOO
16.27
XMHQ
17.56
5Y Dividends CAGR
Winner
IVOO
17.68%
XMHQ
-1.79%
5Y EPS CAGR
IVOO
12.65%
Winner
XMHQ
19.50%
Debt to Equity
Winner
IVOO
33.75%
XMHQ
96.88%
P/S Ratio
Winner
IVOO
1.54
XMHQ
2.37
P/B Ratio
Winner
IVOO
2.60
XMHQ
3.99
IVOO vs XMHQ - Holdings Comparison
IVOO and XMHQ have 72 common holdings. Overlap is 16.47%
IVOO's top 25 holdings weight is 15.18%. XMHQ's top 25 holdings weight is 58.02%.
| Rank | IVOO | XMHQ |
|---|---|---|
| #1 | TECHNIPFMC PLC (FTI) - 0.87% | TECHNIPFMC PLC (n/a) - 4.94% |
| #2 | CASEY'S GENERAL STORES INC (CASY) - 0.84% | UNITED THERAPEUTICS CORP (UTHR) - 4.05% |
| #3 | UNITED THERAPEUTICS CORP (UTHR) - 0.80% | ILLUMINA INC (ILMN) - 3.65% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.78% | MEDPACE HOLDINGS INC (MEDP) - 3.17% |
| #5 | FLEX LTD (FLEX) - 0.75% | TWILIO INC CLASS A (TWLO) - 2.76% |
| #6 | XPO INC (XPO) - 0.71% | ROYAL GOLD INC (RGLD) - 2.74% |
| #7 | WOODWARD INC (WWD) - 0.66% | CARLISLE COMPANIES INC (CSL) - 2.63% |
| #8 | ROYAL GOLD INC (RGLD) - 0.64% | CARPENTER TECHNOLOGY CORP (CRS) - 2.58% |
| #9 | BURLINGTON STORES INC (BURL) - 0.63% | BWX TECHNOLOGIES INC (BWXT) - 2.39% |
| #10 | US FOODS HOLDING CORP (USFD) - 0.63% | NEXTPOWER INC CLASS A (NXT) - 2.39% |
| #11 | ATI INC (ATI) - 0.62% | ALCOA CORP (AA) - 2.28% |
| #12 | MASTEC INC (MTZ) - 0.61% | EXELIXIS INC (EXEL) - 2.17% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.03% |
| #14 | NVENT ELECTRIC PLC (NVT) - 0.59% | PENUMBRA INC (PEN) - 2.01% |
| #15 | ILLUMINA INC (ILMN) - 0.59% | STERLING INFRASTRUCTURE INC (STRL) - 1.99% |
| #16 | TWILIO INC CLASS A (TWLO) - 0.59% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.87% |
| #17 | FABRINET (FN) - 0.58% | MANHATTAN ASSOCIATES INC (MANH) - 1.80% |
| #18 | EVERPURE INC CLASS A (P) - 0.58% | EVERCORE INC CLASS A (EVR) - 1.78% |
| #19 | BWX TECHNOLOGIES INC (BWXT) - 0.58% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% |
| #20 | ENTEGRIS INC (ENTG) - 0.56% | GRACO INC (GGG) - 1.65% |
| #21 | TOLL BROTHERS INC (TOL) - 0.40% | TEXAS ROADHOUSE INC (TXRH) - 1.52% |
| #22 | THE CARLYLE GROUP INC (CG) - 0.39% | ELANCO ANIMAL HEALTH INC (ELAN) - 1.52% |
| #23 | STERLING INFRASTRUCTURE INC (STRL) - 0.39% | CROWN HOLDINGS INC (CCK) - 1.49% |
| #24 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% | AECOM (ACM) - 1.49% |
| #25 | HECLA MINING CO (HL) - 0.39% | FLUOR CORP (FLR) - 1.38% |
| Total Holdings | 364 | 82 |
IVOO vs XMHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVOO
+4.96%
XMHQ
+2.79%
3M
Winner
IVOO
+3.28%
XMHQ
+1.15%
6M
Winner
IVOO
+14.86%
XMHQ
+8.20%
1Y
Winner
IVOO
+27.15%
XMHQ
+15.92%
5Y(CAGR)
IVOO
+7.51%
Winner
XMHQ
+8.41%
10Y(CAGR)
IVOO
+11.42%
Winner
XMHQ
+12.98%
Max(CAGR)
Winner
IVOO
+12.23%
XMHQ
+9.35%
IVOO vs XMHQ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IVOO | XMHQ |
|---|---|---|
| 2026 | +10.86% | +5.93% |
| 2025 | +7.63% | +4.75% |
| 2024 | +14.16% | +17.04% |
| 2023 | +16.94% | +30.69% |
| 2022 | -13.44% | -12.65% |
| 2021 | +26.61% | +22.10% |
| 2020 | +13.41% | +26.00% |
| 2019 | +26.49% | +28.32% |
| 2018 | -12.13% | -9.88% |
| 2017 | +15.53% | +14.95% |
| 2016 | +22.10% | +18.06% |
| 2015 | -2.14% | -6.53% |
| 2014 | +10.55% | +14.01% |
| 2013 | +30.06% | +33.42% |
| 2012 | +16.54% | +12.17% |
| 2011 | -3.77% | -2.26% |
| 2010 | +20.66% | +19.46% |
| 2009 | N/A | +27.01% |
| 2008 | N/A | -39.28% |
| 2007 | N/A | +5.11% |
| 2006 | N/A | +2.52% |
IVOO vs XMHQ Drawdown Comparison
The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The current IVOO drawdown is -0.84%. The current XMHQ drawdown is -1.73%.
| Rank | IVOO | XMHQ |
|---|---|---|
| #1 | -42.34% Feb 20, 2020 - Nov 9, 2020 | -58.19% Jul 13, 2007 - Jan 18, 2013 |
| #2 | -26.27% Apr 29, 2011 - Mar 19, 2012 | -36.89% Feb 19, 2020 - Jul 27, 2020 |
| #3 | -24.22% Nov 25, 2024 - Dec 10, 2025 | -25.47% Nov 16, 2021 - Jul 12, 2023 |
| #4 | -23.80% Nov 16, 2021 - Feb 12, 2024 | -24.56% Nov 25, 2024 - Jan 15, 2026 |
| #5 | -23.22% Aug 29, 2018 - Nov 25, 2019 | -22.38% May 19, 2015 - Jul 22, 2016 |
| #6 | -19.34% Jun 23, 2015 - Jul 11, 2016 | -21.82% Sep 21, 2018 - Jul 24, 2019 |
| #7 | -11.38% Mar 26, 2012 - Sep 6, 2012 | -10.86% Sep 1, 2023 - Dec 13, 2023 |
| #8 | -10.54% Jul 1, 2014 - Nov 20, 2014 | -10.32% Mar 28, 2024 - Oct 18, 2024 |
| #9 | -9.67% Jan 26, 2018 - Jun 6, 2018 | -10.06% Jan 26, 2018 - Jul 9, 2018 |
| #10 | -8.81% Mar 2, 2026 - Apr 17, 2026 | -9.62% Sep 4, 2014 - Nov 3, 2014 |
| #11 | -7.98% Jul 16, 2024 - Sep 19, 2024 | -9.37% Sep 2, 2020 - Oct 9, 2020 |
| #12 | -7.62% Sep 14, 2012 - Dec 18, 2012 | -8.72% May 7, 2021 - Oct 21, 2021 |
| #13 | -7.19% Mar 28, 2024 - Jul 15, 2024 | -8.40% Jan 22, 2026 - May 5, 2026 |
| #14 | -7.11% May 21, 2013 - Jul 11, 2013 | -7.88% Jul 24, 2019 - Nov 4, 2019 |
| #15 | -6.92% May 7, 2021 - Aug 27, 2021 | -6.55% Sep 8, 2016 - Nov 21, 2016 |
Correlation
Correlation between IVOO and XMHQ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
IVOO vs XMHQ dividend yield comparison.
| Year | IVOO | XMHQ |
|---|---|---|
| 2026 | 0.28% | 0.13% |
| 2025 | 1.35% | 0.64% |
| 2024 | 1.30% | 5.20% |
| 2023 | 1.25% | 0.73% |
| 2022 | 1.58% | 1.72% |
| 2021 | 1.14% | 1.00% |
| 2020 | 1.23% | 1.12% |
| 2019 | 1.49% | 1.22% |
| 2018 | 1.56% | 1.59% |
| 2017 | 1.22% | 1.06% |
| 2016 | 1.37% | 1.63% |
| 2015 | 1.45% | 1.34% |
| 2014 | 1.26% | 1.25% |
| 2013 | 0.92% | 1.11% |
| 2012 | 1.07% | 1.59% |
| 2011 | 0.81% | 1.04% |
| 2010 | 0.60% | 0.85% |
| 2009 | 0.00% | 0.78% |
| 2008 | 0.00% | 0.90% |
| 2007 | 0.00% | 0.50% |
| 2006 | 0.00% | 0.17% |
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