IXP vs XSVM
Comparison between ISHARES GLOBAL COMM SERVICES ETF (IXP, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceIXP has outperformed XSVM, delivering a return of +8.4% compared to +7.4%
IXP vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXP
$606M
Winner
XSVM
$607M
Expense Ratio
IXP
0.40%
Winner
XSVM
0.37%
Max Drawdown
Winner
IXP
53.06%
XSVM
64.12%
Sharpe Ratio
IXP
0.65
Winner
XSVM
1.65
5Y Beta
Winner
IXP
0.82
XSVM
0.90
P/E Ratio
Winner
IXP
18.03
XSVM
20.48
Forward P/E
IXP
16.71
Winner
XSVM
11.48
PEG Ratio
IXP
0.21
XSVM
N/A
5Y Dividends CAGR
Winner
IXP
31.13%
XSVM
24.29%
5Y EPS CAGR
Winner
IXP
23.89%
XSVM
11.91%
Debt to Equity
Winner
IXP
30.01%
XSVM
37.90%
P/S Ratio
IXP
2.84
Winner
XSVM
0.48
P/B Ratio
IXP
3.48
Winner
XSVM
1.23
IXP vs XSVM - Holdings Comparison
IXP and XSVM have 1 common holdings. Overlap is -0.02%
IXP's top 25 holdings weight is 85.83%. XSVM's top 25 holdings weight is 34.20%.
| Rank | IXP | XSVM |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 14.77% | VISHAY INTERTECHNOLOGY INC (VSH) - 2.90% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 13.08% | MARINEMAX INC (HZO) - 1.88% |
| #3 | ALPHABET INC CLASS C (GOOG) - 10.41% | STONEX GROUP INC (SNEX) - 1.87% |
| #4 | THE WALT DISNEY CO (DIS) - 4.50% | UNITED NATURAL FOODS INC (UNFI) - 1.74% |
| #5 | SOFTBANK GROUP CORP (n/a) - 4.34% | ANDERSONS INC (ANDE) - 1.67% |
| #6 | VERIZON COMMUNICATIONS INC (VZ) - 4.20% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.45% |
| #7 | NETFLIX INC (NFLX) - 4.14% | ALPHA & OMEGA SEMICONDUCTOR LTD (AOSL) - 1.39% |
| #8 | AT&T INC (T) - 4.10% | DAUCH CORP (DCH) - 1.36% |
| #9 | TENCENT HOLDINGS LTD (n/a) - 3.80% | SCHOLASTIC CORP (SCHL) - 1.32% |
| #10 | DEUTSCHE TELEKOM AG (n/a) - 3.07% | PAR PACIFIC HOLDINGS INC (PARR) - 1.30% |
| #11 | T-MOBILE US INC (TMUS) - 2.39% | G-III APPAREL GROUP LTD (GIII) - 1.29% |
| #12 | COMCAST CORP CLASS A (CMCSA) - 2.38% | SCANSOURCE INC (SCSC) - 1.27% |
| #13 | n/a (WBD) - 1.76% | KAISER ALUMINUM CORP (KALU) - 1.26% |
| #14 | NINTENDO CO LTD (n/a) - 1.40% | ADIENT PLC (ADNT) - 1.25% |
| #15 | NTT INC (n/a) - 1.32% | DANA INC (DAN) - 1.25% |
| #16 | KDDI CORP (n/a) - 1.26% | CORSAIR GAMING INC ORDINARY SHARES (CRSR) - 1.17% |
| #17 | ELECTRONIC ARTS INC (EA) - 1.19% | GENWORTH FINANCIAL INC (GNW) - 1.17% |
| #18 | TELSTRA GROUP LTD (n/a) - 1.14% | BENCHMARK ELECTRONICS INC (BHE) - 1.17% |
| #19 | SOFTBANK CORP (n/a) - 1.06% | DORIAN LPG LTD (LPG) - 1.14% |
| #20 | NETEASE INC ORDINARY SHARES (n/a) - 1.04% | UNITED FIRE GROUP INC (UFCS) - 1.08% |
| #21 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.04% | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.08% |
| #22 | ORANGE SA (n/a) - 1.02% | LIBERTY ENERGY INC CLASS A (LBRT) - 1.06% |
| #23 | BAIDU INC (n/a) - 0.96% | UNIVERSAL CORP (UVV) - 1.05% |
| #24 | VODAFONE GROUP PLC (n/a) - 0.77% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.04% |
| #25 | LIVE NATION ENTERTAINMENT INC (LYV) - 0.69% | KOHL'S CORP (KSS) - 1.04% |
| Total Holdings | 85 | 119 |
IXP vs XSVM - Historical Returns
Returns include dividend reinvestment.
1M
IXP
-3.17%
Winner
XSVM
+6.11%
3M
IXP
-0.07%
Winner
XSVM
+19.23%
6M
IXP
-0.29%
Winner
XSVM
+18.47%
1Y
IXP
+13.29%
Winner
XSVM
+38.74%
5Y(CAGR)
Winner
IXP
+8.39%
XSVM
+7.43%
10Y(CAGR)
IXP
+9.33%
Winner
XSVM
+13.18%
Max(CAGR)
IXP
+6.69%
Winner
XSVM
+9.22%
IXP vs XSVM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXP | XSVM |
|---|---|---|
| 2026 | -1.38% | +20.89% |
| 2025 | +28.75% | +8.44% |
| 2024 | +32.58% | +2.66% |
| 2023 | +36.66% | +21.36% |
| 2022 | -33.85% | -14.95% |
| 2021 | +13.71% | +57.25% |
| 2020 | +20.64% | +5.22% |
| 2019 | +24.18% | +28.56% |
| 2018 | -14.27% | -12.72% |
| 2017 | +5.52% | +2.33% |
| 2016 | +6.96% | +38.71% |
| 2015 | +0.08% | -8.23% |
| 2014 | -0.28% | +7.12% |
| 2013 | +21.66% | +39.94% |
| 2012 | +6.25% | +19.01% |
| 2011 | +0.31% | -3.14% |
| 2010 | +9.48% | +16.35% |
| 2009 | +10.09% | +16.81% |
| 2008 | -30.11% | -30.67% |
| 2007 | +23.94% | -8.82% |
| 2006 | +31.42% | +15.68% |
| 2005 | -5.20% | +3.39% |
| 2004 | +17.65% | N/A |
| 2003 | +21.44% | N/A |
| 2002 | -27.77% | N/A |
| 2001 | -0.87% | N/A |
IXP vs XSVM Drawdown Comparison
The maximum drawdown for IXP was -50.11%, occurring on Mar 9, 2009. Recovery took 1479 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current IXP drawdown is -5.78%.
| Rank | IXP | XSVM |
|---|---|---|
| #1 | -50.11% Oct 29, 2007 - Sep 13, 2013 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -45.32% Jan 4, 2002 - Nov 26, 2004 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -44.29% Sep 7, 2021 - Jun 5, 2024 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -27.11% Feb 19, 2020 - Jul 8, 2020 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -19.89% Jan 26, 2018 - Apr 29, 2019 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -17.54% Feb 14, 2025 - Jun 6, 2025 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -13.99% Apr 28, 2015 - Apr 19, 2016 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -13.95% Aug 15, 2016 - Dec 12, 2017 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -12.26% Jan 29, 2026 - Mar 27, 2026 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -10.63% Sep 2, 2020 - Nov 5, 2020 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -9.22% Dec 31, 2004 - Mar 22, 2006 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -9.13% Apr 29, 2019 - Jul 26, 2019 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -8.98% Jul 29, 2014 - Apr 23, 2015 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -8.65% Jul 10, 2024 - Sep 20, 2024 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -8.28% Jul 19, 2007 - Sep 13, 2007 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between IXP and XSVM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2001 - 2026)
IXP vs XSVM dividend yield comparison.
| Year | IXP | XSVM |
|---|---|---|
| 2026 | 0.00% | 0.42% |
| 2025 | 2.98% | 2.29% |
| 2024 | 1.35% | 1.69% |
| 2023 | 1.24% | 1.31% |
| 2022 | 0.62% | 1.79% |
| 2021 | 1.80% | 1.23% |
| 2020 | 0.95% | 1.21% |
| 2019 | 2.18% | 1.22% |
| 2018 | 4.32% | 2.54% |
| 2017 | 3.41% | 1.90% |
| 2016 | 4.02% | 2.29% |
| 2015 | 3.89% | 2.68% |
| 2014 | 12.39% | 1.32% |
| 2013 | 3.40% | 1.15% |
| 2012 | 4.76% | 2.10% |
| 2011 | 5.44% | 1.04% |
| 2010 | 4.23% | 1.18% |
| 2009 | 4.05% | 0.74% |
| 2008 | 4.66% | 1.07% |
| 2007 | 1.96% | 3.70% |
| 2006 | 2.39% | 0.63% |
| 2005 | 2.53% | 0.59% |
| 2004 | 1.25% | 0.00% |
| 2003 | 1.42% | 0.00% |
| 2002 | 1.74% | 0.00% |
| 2001 | 0.03% | 0.00% |
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