PKB vs XMVM
Comparison between INVESCO BUILDING & CONSTRUCTION ETF (PKB, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
5-Year PerformancePKB has outperformed XMVM, delivering a return of +15.4% compared to +9.8%
PKB vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PKB
$455M
XMVM
$455M
Expense Ratio
PKB
0.57%
Winner
XMVM
0.39%
Max Drawdown
PKB
65.25%
Winner
XMVM
63.81%
Sharpe Ratio
PKB
1.19
Winner
XMVM
1.61
5Y Beta
PKB
1.16
Winner
XMVM
0.88
P/E Ratio
PKB
25.15
Winner
XMVM
12.33
Forward P/E
PKB
20.04
Winner
XMVM
11.35
PEG Ratio
PKB
N/A
XMVM
0.12
5Y Dividends CAGR
PKB
1.31%
Winner
XMVM
24.45%
5Y EPS CAGR
Winner
PKB
18.43%
XMVM
10.60%
Debt to Equity
Winner
PKB
23.70%
XMVM
40.99%
P/S Ratio
PKB
1.96
Winner
XMVM
0.72
P/B Ratio
PKB
4.22
Winner
XMVM
1.50
PKB vs XMVM - Holdings Comparison
PKB and XMVM have 3 common holdings. Overlap is 1.08%
PKB's top 25 holdings weight is 88.60%. XMVM's top 25 holdings weight is 44.57%.
| Rank | PKB | XMVM |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 6.86% | TD SYNNEX CORP (SNX) - 3.13% |
| #2 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 5.18% | LEAR CORP (LEA) - 2.97% |
| #3 | MYR GROUP INC (MYRG) - 4.85% | HF SINCLAIR CORP (DINO) - 2.39% |
| #4 | VULCAN MATERIALS CO (VMC) - 4.52% | n/a (BHF) - 2.18% |
| #5 | CRH PLC (CRH) - 4.45% | VALARIS LTD (VAL) - 2.01% |
| #6 | ARGAN INC (AGX) - 4.37% | MACY'S INC (M) - 1.96% |
| #7 | THE HOME DEPOT INC (HD) - 4.32% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.91% |
| #8 | MARTIN MARIETTA MATERIALS INC (MLM) - 4.30% | PBF ENERGY INC CLASS A (PBF) - 1.85% |
| #9 | AMRIZE LTD REGISTERED SHARE (n/a) - 4.21% | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.78% |
| #10 | THERMON GROUP HOLDINGS INC (THR) - 4.12% | n/a (GHC) - 1.77% |
| #11 | LOWE'S COMPANIES INC (LOW) - 4.07% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.71% |
| #12 | VALMONT INDUSTRIES INC (VMI) - 3.33% | BANK OZK (OZK) - 1.68% |
| #13 | SOUTHWEST GAS HOLDINGS INC (SWX) - 2.96% | VALLEY NATIONAL BANCORP (VLY) - 1.61% |
| #14 | DYCOM INDUSTRIES INC (DY) - 2.86% | RYDER SYSTEM INC (R) - 1.58% |
| #15 | UNITED STATES LIME & MINERALS INC (USLM) - 2.86% | VISTEON CORP (VC) - 1.57% |
| #16 | INTERFACE INC (TILE) - 2.68% | PERFORMANCE FOOD GROUP CO (PFGC) - 1.51% |
| #17 | EAGLE MATERIALS INC (EXP) - 2.60% | UNUM GROUP (UNM) - 1.49% |
| #18 | FLUOR CORP (FLR) - 2.57% | AUTONATION INC (AN) - 1.48% |
| #19 | TUTOR PERINI CORP (TPC) - 2.54% | ZIONS BANCORP NA (ZION) - 1.46% |
| #20 | TOLL BROTHERS INC (TOL) - 2.52% | WEBSTER FINANCIAL CORP (WBS) - 1.46% |
| #21 | JACOBS SOLUTIONS INC (J) - 2.51% | UNITED BANKSHARES INC (UBSI) - 1.46% |
| #22 | LOUISIANA-PACIFIC CORP (LPX) - 2.51% | CNO FINANCIAL GROUP INC (CNO) - 1.41% |
| #23 | GREEN BRICK PARTNERS INC (GRBK) - 2.50% | WESCO INTERNATIONAL INC (WCC) - 1.41% |
| #24 | TETRA TECH INC (TTEK) - 2.46% | F N B CORP (FNB) - 1.40% |
| #25 | KNIFE RIVER CORP (KNF) - 2.45% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.39% |
| Total Holdings | 32 | 81 |
PKB vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
PKB
-5.01%
Winner
XMVM
+0.58%
3M
PKB
+1.23%
Winner
XMVM
+4.67%
6M
PKB
+9.09%
Winner
XMVM
+10.90%
1Y
Winner
PKB
+32.22%
XMVM
+32.06%
5Y(CAGR)
Winner
PKB
+15.40%
XMVM
+9.83%
10Y(CAGR)
Winner
PKB
+15.20%
XMVM
+11.79%
Max(CAGR)
Winner
PKB
+10.29%
XMVM
+9.40%
PKB vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PKB | XMVM |
|---|---|---|
| 2026 | +9.09% | +8.03% |
| 2025 | +22.85% | +19.49% |
| 2024 | +22.09% | +12.02% |
| 2023 | +54.17% | +18.01% |
| 2022 | -23.89% | -8.79% |
| 2021 | +35.26% | +38.13% |
| 2020 | +24.01% | +5.79% |
| 2019 | +39.80% | +30.77% |
| 2018 | -31.46% | -10.13% |
| 2017 | +23.39% | +1.49% |
| 2016 | +20.26% | +30.34% |
| 2015 | +11.08% | -7.21% |
| 2014 | -2.31% | +14.45% |
| 2013 | +26.04% | +36.61% |
| 2012 | +43.79% | +16.95% |
| 2011 | -8.56% | -1.86% |
| 2010 | +13.77% | +12.61% |
| 2009 | -1.10% | +21.72% |
| 2008 | -34.03% | -36.11% |
| 2007 | +12.62% | -0.16% |
| 2006 | -0.94% | +12.55% |
| 2005 | +6.19% | +10.42% |
PKB vs XMVM Drawdown Comparison
The maximum drawdown for PKB was -65.21%, occurring on Mar 9, 2009. Recovery took 1423 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current PKB drawdown is -6.30%. The current XMVM drawdown is -0.27%.
| Rank | PKB | XMVM |
|---|---|---|
| #1 | -65.21% Jul 19, 2007 - Mar 14, 2013 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -52.29% Feb 20, 2020 - Oct 2, 2020 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -37.73% Jan 23, 2018 - Jan 23, 2020 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -34.84% Dec 31, 2021 - Jun 30, 2023 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -29.75% Nov 25, 2024 - Aug 7, 2025 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -26.86% Apr 19, 2006 - Apr 20, 2007 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -21.48% Dec 1, 2015 - Apr 13, 2016 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -18.31% Aug 8, 2023 - Dec 7, 2023 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -18.04% Mar 7, 2014 - Mar 20, 2015 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -15.41% Feb 20, 2026 - May 6, 2026 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -13.37% May 7, 2021 - Nov 22, 2021 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -13.04% Aug 18, 2015 - Nov 25, 2015 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -12.70% Jul 18, 2016 - Nov 15, 2016 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -12.21% May 17, 2013 - Oct 22, 2013 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -11.57% Jul 31, 2024 - Sep 16, 2024 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between PKB and XMVM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
PKB vs XMVM dividend yield comparison.
| Year | PKB | XMVM |
|---|---|---|
| 2026 | 0.03% | 0.59% |
| 2025 | 0.14% | 2.07% |
| 2024 | 0.23% | 1.43% |
| 2023 | 0.33% | 1.57% |
| 2022 | 0.43% | 1.76% |
| 2021 | 0.25% | 1.10% |
| 2020 | 0.30% | 1.37% |
| 2019 | 0.37% | 1.73% |
| 2018 | 0.54% | 2.87% |
| 2017 | 0.17% | 2.22% |
| 2016 | 0.31% | 2.27% |
| 2015 | 0.11% | 2.58% |
| 2014 | 0.10% | 1.52% |
| 2013 | 0.00% | 1.39% |
| 2012 | 0.53% | 2.14% |
| 2011 | 0.13% | 1.17% |
| 2010 | 6.00% | 0.95% |
| 2009 | 0.13% | 2.03% |
| 2008 | 0.19% | 2.50% |
| 2007 | 0.11% | 1.24% |
| 2006 | 0.02% | 1.27% |
| 2005 | 0.04% | 1.45% |
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