QVMS vs SPUU
Comparison between INVESCO S&P SMALLCAP 600 QVM MULTI-FACTOR ETF (QVMS, ETF) and DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF).
5-Year PerformanceSPUU has outperformed QVMS, delivering a return of +18.3% compared to +8.9%
QVMS vs SPUU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QVMS
$254M
Winner
SPUU
$255M
Expense Ratio
QVMS
0.15%
SPUU
N/A
Max Drawdown
Winner
QVMS
28.57%
SPUU
59.35%
Sharpe Ratio
Winner
QVMS
1.50
SPUU
1.20
5Y Beta
Winner
QVMS
1.02
SPUU
1.93
P/E Ratio
QVMS
34.52
Winner
SPUU
27.80
Forward P/E
Winner
QVMS
15.36
SPUU
20.31
5Y Dividends CAGR
QVMS
N/A
SPUU
-12.38%
5Y EPS CAGR
QVMS
8.68%
Winner
SPUU
28.68%
Debt to Equity
QVMS
71.02%
Winner
SPUU
24.20%
P/S Ratio
Winner
QVMS
1.26
SPUU
3.66
P/B Ratio
Winner
QVMS
2.02
SPUU
5.45
QVMS vs SPUU - Holdings Comparison
QVMS and SPUU have 1 common holdings. Overlap is 0.00%
QVMS's top 25 holdings weight is 12.61%. SPUU's top 25 holdings weight is 61.19%.
| Rank | QVMS | SPUU |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 0.78% | S&P 500 INDEX SWAP (n/a) - 9.60% |
| #2 | MOLINA HEALTHCARE INC (MOH) - 0.66% | DREYFUS GOVT CASH MAN INS (n/a) - 8.66% |
| #3 | FORMFACTOR INC (FORM) - 0.60% | NVIDIA CORP (NVDA) - 7.10% |
| #4 | ARGAN INC (AGX) - 0.60% | APPLE INC (AAPL) - 6.40% |
| #5 | ELEMENT SOLUTIONS INC (ESI) - 0.59% | MICROSOFT CORP (MSFT) - 3.96% |
| #6 | MAXLINEAR INC (MXL) - 0.58% | AMAZON.COM INC (AMZN) - 3.35% |
| #7 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.57% | ALPHABET INC CLASS A (GOOGL) - 2.92% |
| #8 | KRYSTAL BIOTECH INC (KRYS) - 0.56% | BROADCOM INC (AVGO) - 2.55% |
| #9 | JACKSON FINANCIAL INC (JXN) - 0.53% | ALPHABET INC CLASS C (GOOG) - 2.34% |
| #10 | EASTMAN CHEMICAL CO (EMN) - 0.51% | META PLATFORMS INC CLASS A (META) - 2.01% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.51% | TESLA INC (TSLA) - 1.54% |
| #12 | ALKERMES PLC (ALKS) - 0.51% | MICRON TECHNOLOGY INC (MU) - 1.53% |
| #13 | JBT MAREL CORP (JBTM) - 0.49% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #14 | ENPHASE ENERGY INC (ENPH) - 0.49% | ELI LILLY AND CO (LLY) - 1.26% |
| #15 | CARMAX INC (KMX) - 0.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% |
| #16 | QORVO INC (QRVO) - 0.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.24% |
| #17 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.48% | CASH (n/a) - 0.94% |
| #18 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #19 | RALLIANT CORP (RAL) - 0.47% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.83% |
| #20 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.47% | WESTERN DIGITAL CORP (WDC) - 0.27% |
| #21 | FIRST BANCORP (FBP) - 0.41% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.27% |
| #22 | PIPER SANDLER COS (PIPR) - 0.34% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% |
| #23 | n/a (HASI) - 0.34% | QUALCOMM INC (QCOM) - 0.26% |
| #24 | GRANITE CONSTRUCTION INC (GVA) - 0.34% | ARISTA NETWORKS INC (ANET) - 0.26% |
| #25 | LIGAND PHARMACEUTICALS INC (LGND) - 0.34% | AMERICAN EXPRESS CO (AXP) - 0.26% |
| Total Holdings | 494 | 470 |
QVMS vs SPUU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QVMS
+1.90%
SPUU
+0.63%
3M
QVMS
+9.17%
Winner
SPUU
+11.92%
6M
QVMS
+13.70%
Winner
SPUU
+16.47%
1Y
QVMS
+33.37%
Winner
SPUU
+35.61%
5Y(CAGR)
QVMS
+8.86%
Winner
SPUU
+18.28%
10Y(CAGR)
QVMS
N/A
SPUU
+23.79%
Max(CAGR)
QVMS
+8.10%
Winner
SPUU
+21.44%
QVMS vs SPUU - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | QVMS | SPUU |
|---|---|---|
| 2026 | +22.00% | +16.89% |
| 2025 | +5.80% | +27.32% |
| 2024 | +10.16% | +46.08% |
| 2023 | +17.16% | +48.60% |
| 2022 | -15.36% | -39.31% |
| 2021 | +4.46% | +65.73% |
| 2020 | N/A | +19.70% |
| 2019 | N/A | +64.87% |
| 2018 | N/A | -15.82% |
| 2017 | N/A | +43.41% |
| 2016 | N/A | +25.28% |
| 2015 | N/A | -1.08% |
| 2014 | N/A | +12.35% |
QVMS vs SPUU Drawdown Comparison
The maximum drawdown for QVMS was -28.05%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.
The maximum drawdown for SPUU was -59.35%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current QVMS drawdown is -1.54%. The current SPUU drawdown is -3.23%.
| Rank | QVMS | SPUU |
|---|---|---|
| #1 | -28.05% Nov 25, 2024 - Jan 8, 2026 | -59.35% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -24.77% Nov 5, 2021 - Jul 12, 2024 | -46.59% Dec 29, 2021 - Feb 22, 2024 |
| #3 | -9.12% Jul 31, 2024 - Oct 16, 2024 | -36.11% Sep 21, 2018 - Jun 20, 2019 |
| #4 | -8.78% Feb 6, 2026 - Apr 14, 2026 | -35.18% Feb 19, 2025 - Jul 3, 2025 |
| #5 | -7.74% Jul 1, 2021 - Aug 27, 2021 | -26.42% May 21, 2015 - Jul 11, 2016 |
| #6 | -5.52% Sep 2, 2021 - Oct 20, 2021 | -20.78% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -4.13% May 6, 2026 - May 26, 2026 | -18.66% Sep 2, 2020 - Nov 16, 2020 |
| #8 | -4.10% Nov 11, 2024 - Nov 25, 2024 | -18.19% Jan 12, 2026 - Apr 15, 2026 |
| #9 | -3.76% Oct 16, 2024 - Nov 6, 2024 | -16.82% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -3.53% Jun 30, 2026 - Jul 8, 2026 | -14.36% Sep 18, 2014 - Oct 31, 2014 |
| #11 | -2.96% Jul 16, 2024 - Jul 26, 2024 | -11.81% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -2.78% Oct 25, 2021 - Nov 1, 2021 | -10.80% Mar 28, 2024 - May 15, 2024 |
| #13 | -2.69% Jan 22, 2026 - Feb 6, 2026 | -10.22% Oct 29, 2025 - Dec 24, 2025 |
| #14 | -1.92% Jun 12, 2026 - Jun 22, 2026 | -10.20% Sep 2, 2021 - Oct 21, 2021 |
| #15 | -1.77% Jun 4, 2026 - Jun 11, 2026 | -9.48% Dec 3, 2014 - Dec 23, 2014 |
Correlation
Correlation between QVMS and SPUU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
QVMS vs SPUU dividend yield comparison.
| Year | QVMS | SPUU |
|---|---|---|
| 2026 | 0.59% | 0.29% |
| 2025 | 1.10% | 1.63% |
| 2024 | 1.53% | 0.55% |
| 2023 | 1.51% | 0.83% |
| 2022 | 1.58% | 0.88% |
| 2021 | 0.64% | 3.04% |
| 2020 | 0.00% | 8.03% |
| 2019 | 0.00% | 1.80% |
| 2018 | 0.00% | 5.50% |
| 2017 | 0.00% | 6.96% |
| 2016 | 0.00% | 8.08% |
| 2015 | 0.00% | 4.42% |
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