LGOV vs XSVM
Comparison between FIRST TRUST LONG DURATION OPPORTUNITIES ETF (LGOV, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceXSVM has outperformed LGOV, delivering a return of +9.8% compared to -2.4%
LGOV vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LGOV vs XSVM - Historical Returns
Returns include dividend reinvestment.
LGOV vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | LGOV | XSVM |
|---|---|---|
| 2026 | -1.14% | +24.90% |
| 2025 | +9.08% | +8.44% |
| 2024 | -1.38% | +2.66% |
| 2023 | +3.91% | +21.36% |
| 2022 | -18.69% | -14.95% |
| 2021 | -2.09% | +57.25% |
| 2020 | +11.10% | +5.22% |
| 2019 | +11.54% | +28.56% |
| 2018 | N/A | -12.72% |
| 2017 | N/A | +2.33% |
| 2016 | N/A | +38.71% |
| 2015 | N/A | -8.23% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +39.94% |
| 2012 | N/A | +19.01% |
| 2011 | N/A | -3.14% |
| 2010 | N/A | +16.35% |
| 2009 | N/A | +16.81% |
| 2008 | N/A | -30.67% |
| 2007 | N/A | -8.82% |
| 2006 | N/A | +15.68% |
| 2005 | N/A | +3.39% |
LGOV vs XSVM Drawdown Comparison
The maximum drawdown for LGOV was -30.86%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current LGOV drawdown is -15.89%. The current XSVM drawdown is -1.06%.
| Rank | LGOV | XSVM |
|---|---|---|
| #1 | -30.86% Mar 9, 2020 - Oct 19, 2023 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -4.68% Sep 4, 2019 - Jan 30, 2020 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -1.68% Mar 28, 2019 - May 13, 2019 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -1.49% Jul 3, 2019 - Aug 1, 2019 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -1.15% Feb 26, 2019 - Mar 8, 2019 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -0.99% Jan 31, 2020 - Feb 18, 2020 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -0.83% Aug 15, 2019 - Aug 27, 2019 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -0.65% Jun 3, 2019 - Jun 18, 2019 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -0.44% Feb 8, 2019 - Feb 19, 2019 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -0.43% Feb 1, 2019 - Feb 7, 2019 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -0.39% Feb 20, 2019 - Feb 26, 2019 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -0.33% May 17, 2019 - May 23, 2019 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -0.31% Jun 28, 2019 - Jul 2, 2019 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -0.24% Aug 28, 2019 - Sep 3, 2019 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -0.24% Aug 8, 2019 - Aug 12, 2019 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between LGOV and XSVM is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2005 - 2026)
LGOV vs XSVM dividend yield comparison.
| Year | LGOV | XSVM |
|---|---|---|
| 2026 | 2.58% | 0.84% |
| 2025 | 4.02% | 2.29% |
| 2024 | 4.03% | 1.69% |
| 2023 | 3.59% | 1.31% |
| 2022 | 1.97% | 1.79% |
| 2021 | 2.58% | 1.23% |
| 2020 | 3.75% | 1.21% |
| 2019 | 3.01% | 1.22% |
| 2018 | 0.00% | 2.54% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 2.29% |
| 2015 | 0.00% | 2.68% |
| 2014 | 0.00% | 1.32% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 2.10% |
| 2011 | 0.00% | 1.04% |
| 2010 | 0.00% | 1.18% |
| 2009 | 0.00% | 0.74% |
| 2008 | 0.00% | 1.07% |
| 2007 | 0.00% | 3.70% |
| 2006 | 0.00% | 0.63% |
| 2005 | 0.00% | 0.59% |
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