MNVT vs XSHD
Comparison between MOONVEST ETF (MNVT, ETF) and INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF).
MNVT vs XSHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MNVT
$73M
XSHD
$73M
Expense Ratio
MNVT
0.75%
Winner
XSHD
0.30%
Max Drawdown
Winner
MNVT
22.39%
XSHD
54.99%
Sharpe Ratio
Winner
MNVT
1.00
XSHD
0.70
5Y Beta
MNVT
2.45
Winner
XSHD
0.59
P/E Ratio
Winner
MNVT
-7.20
XSHD
67.57
Forward P/E
Winner
MNVT
10.99
XSHD
15.21
5Y Dividends CAGR
MNVT
N/A
XSHD
-3.86%
5Y EPS CAGR
MNVT
N/A
XSHD
-1.12%
Debt to Equity
Winner
MNVT
-7.82%
XSHD
137.95%
P/S Ratio
MNVT
1.18
Winner
XSHD
1.11
P/B Ratio
MNVT
2.38
Winner
XSHD
1.24
MNVT vs XSHD - Holdings Comparison
MNVT and XSHD have 1 common holdings. Overlap is -0.14%
MNVT's top 25 holdings weight is 100.00%. XSHD's top 25 holdings weight is 68.50%.
| Rank | MNVT | XSHD |
|---|---|---|
| #1 | CLEANSPARK INC (CLSK) - 7.65% | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 4.18% |
| #2 | ODDITY TECH LTD CLASS A SHARES (ODD) - 5.99% | CAL-MAINE FOODS INC (CALM) - 3.51% |
| #3 | RED CAT HOLDINGS INC (RCAT) - 5.50% | APPLE HOSPITALITY REIT INC (APLE) - 3.49% |
| #4 | REDWIRE CORP (RDW) - 5.39% | KINETIK HOLDINGS INC (KNTK) - 3.40% |
| #5 | PAGAYA TECHNOLOGIES LTD CLASS A (PGY) - 5.18% | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.34% |
| #6 | TRANSMEDICS GROUP INC (TMDX) - 5.12% | ROBERT HALF INC (RHI) - 3.33% |
| #7 | COURSERA INC (COUR) - 4.91% | AMERICAN ASSETS TRUST INC (AAT) - 3.23% |
| #8 | DLOCAL LTD CLASS A (DLO) - 4.83% | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.09% |
| #9 | SAREPTA THERAPEUTICS INC (SRPT) - 4.77% | GLOBAL NET LEASE INC (GNL) - 3.05% |
| #10 | SUPER MICRO COMPUTER INC (SMCI) - 4.75% | HIGHWOODS PROPERTIES INC (HIW) - 2.94% |
| #11 | FLUENCE ENERGY INC CLASS A (FLNC) - 4.62% | TWO HARBORS INVESTMENT CORP (TWO) - 2.90% |
| #12 | THE SIMPLY GOOD FOODS CO (SMPL) - 4.52% | SAUL CENTERS INC (BFS) - 2.85% |
| #13 | CHAGEE HOLDINGS LTD ADR (CHA) - 4.47% | THE WENDY'S CO CLASS A (WEN) - 2.67% |
| #14 | WIX.COM LTD (WIX) - 4.39% | ADAMAS TRUST INC (ADAM) - 2.65% |
| #15 | NUSCALE POWER CORP CLASS A (SMR) - 4.35% | KODIAK GAS SERVICES INC (KGS) - 2.65% |
| #16 | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 4.26% | JOHN WILEY & SONS INC CLASS A (WLY) - 2.50% |
| #17 | WERIDE INC ADR (WRD) - 4.26% | ELLINGTON FINANCIAL INC (EFC) - 2.30% |
| #18 | IONQ INC (IONQ) - 4.09% | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.30% |
| #19 | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 3.86% | ARBOR REALTY TRUST INC (ABR) - 2.17% |
| #20 | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 3.53% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.16% |
| #21 | LUCID GROUP INC SHS (LCID) - 3.53% | REDWOOD TRUST INC (RWT) - 2.13% |
| #22 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.06% | MANPOWERGROUP INC (MAN) - 1.99% |
| #23 | US DOLLARS (n/a) - 0.00% | PERRIGO CO PLC (PRGO) - 1.98% |
| #24 | OTHER ASSETS AND LIABILITIES (n/a) - -0.03% | UNIVERSAL CORP (UVV) - 1.87% |
| #25 | N/A | TRINITY INDUSTRIES INC (TRN) - 1.82% |
| Total Holdings | 24 | 54 |
MNVT vs XSHD - Historical Returns
Returns include dividend reinvestment.
1M
MNVT
-8.03%
Winner
XSHD
+7.93%
3M
MNVT
+4.08%
Winner
XSHD
+7.29%
6M
MNVT
N/A
XSHD
+8.14%
1Y
MNVT
N/A
XSHD
+14.05%
5Y(CAGR)
MNVT
N/A
XSHD
-2.73%
10Y(CAGR)
MNVT
N/A
XSHD
+0.14%
Max(CAGR)
Winner
MNVT
+46.61%
XSHD
+0.14%
MNVT vs XSHD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | MNVT | XSHD |
|---|---|---|
| 2026 | +13.99% | +15.46% |
| 2025 | N/A | -6.54% |
| 2024 | N/A | -5.55% |
| 2023 | N/A | +1.20% |
| 2022 | N/A | -20.40% |
| 2021 | N/A | +19.69% |
| 2020 | N/A | -12.82% |
| 2019 | N/A | +17.43% |
| 2018 | N/A | -8.26% |
| 2017 | N/A | +0.84% |
| 2016 | N/A | +4.92% |
MNVT vs XSHD Drawdown Comparison
The maximum drawdown for MNVT was -22.39%, occurring on Jul 17, 2026. This drawdown has not yet recovered.
The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.
The current MNVT drawdown is -19.24%. The current XSHD drawdown is -18.96%.
| Rank | MNVT | XSHD |
|---|---|---|
| #1 | -22.39% Jun 1, 2026 - Jul 17, 2026 | -49.49% Aug 21, 2018 - Mar 8, 2021 |
| #2 | -12.56% Mar 25, 2026 - Apr 14, 2026 | -36.84% Jun 9, 2021 - Apr 8, 2025 |
| #3 | -8.88% May 11, 2026 - May 26, 2026 | -9.11% Jan 4, 2017 - Nov 20, 2017 |
| #4 | -8.56% Apr 22, 2026 - May 6, 2026 | -8.67% Nov 29, 2017 - May 25, 2018 |
| #5 | -4.18% Mar 18, 2026 - Mar 25, 2026 | -7.89% Mar 12, 2021 - Jun 1, 2021 |
| #6 | -1.40% Apr 20, 2026 - Apr 22, 2026 | -2.63% Jul 6, 2018 - Aug 17, 2018 |
| #7 | -0.24% Apr 16, 2026 - Apr 20, 2026 | -1.43% Dec 9, 2016 - Dec 19, 2016 |
| #8 | N/A | -1.34% Dec 27, 2016 - Jan 4, 2017 |
| #9 | N/A | -1.06% May 30, 2018 - Jun 4, 2018 |
| #10 | N/A | -1.01% Dec 21, 2016 - Dec 27, 2016 |
| #11 | N/A | -0.92% Jun 2, 2021 - Jun 8, 2021 |
| #12 | N/A | -0.84% Jun 21, 2018 - Jul 2, 2018 |
| #13 | N/A | -0.79% May 25, 2018 - May 30, 2018 |
| #14 | N/A | -0.55% Mar 8, 2021 - Mar 10, 2021 |
| #15 | N/A | -0.51% Dec 6, 2016 - Dec 8, 2016 |
Correlation
Correlation between MNVT and XSHD is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.35
-101
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