SPLV vs XMMO
Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF).
5-Year PerformanceXMMO has outperformed SPLV, delivering a return of +14.3% compared to +6.0%
SPLV vs XMMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPLV
$7.20B
XMMO
$7.20B
Expense Ratio
Winner
SPLV
0.25%
XMMO
0.35%
Max Drawdown
Winner
SPLV
36.56%
XMMO
55.37%
Sharpe Ratio
SPLV
0.29
Winner
XMMO
0.99
5Y Beta
Winner
SPLV
0.30
XMMO
1.11
P/E Ratio
Winner
SPLV
21.02
XMMO
31.71
Forward P/E
SPLV
20.84
Winner
XMMO
19.74
PEG Ratio
SPLV
0.76
Winner
XMMO
0.22
5Y Dividends CAGR
SPLV
10.26%
Winner
XMMO
28.36%
5Y EPS CAGR
SPLV
11.57%
Winner
XMMO
18.38%
Debt to Equity
Winner
SPLV
39.98%
XMMO
55.93%
P/S Ratio
SPLV
3.47
Winner
XMMO
3.04
P/B Ratio
Winner
SPLV
2.83
XMMO
4.06
SPLV vs XMMO - Holdings Comparison
SPLV and XMMO have 2 common holdings. Overlap is 0.07%
SPLV's top 25 holdings weight is 29.88%. XMMO's top 25 holdings weight is 57.64%.
| Rank | SPLV | XMMO |
|---|---|---|
| #1 | LOEWS CORP (L) - 1.35% | CURTISS-WRIGHT CORP (CW) - 4.09% |
| #2 | FIRSTENERGY CORP (FE) - 1.35% | TECHNIPFMC PLC (n/a) - 3.68% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% | ATI INC (ATI) - 3.41% |
| #4 | PINNACLE WEST CAPITAL CORP (PNW) - 1.23% | STERLING INFRASTRUCTURE INC (STRL) - 3.10% |
| #5 | AMEREN CORP (AEE) - 1.23% | WOODWARD INC (WWD) - 2.96% |
| #6 | ALLIANT ENERGY CORP (LNT) - 1.23% | NVENT ELECTRIC PLC (NVT) - 2.65% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.22% | CARPENTER TECHNOLOGY CORP (CRS) - 2.46% |
| #8 | EVERGY INC (EVRG) - 1.22% | TTM TECHNOLOGIES INC (TTMI) - 2.46% |
| #9 | DUKE ENERGY CORP (DUK) - 1.21% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 2.42% |
| #10 | DTE ENERGY CO (DTE) - 1.21% | MKS INC (MKSI) - 2.40% |
| #11 | WEC ENERGY GROUP INC (WEC) - 1.21% | ROYAL GOLD INC (RGLD) - 2.31% |
| #12 | CENTERPOINT ENERGY INC (CNP) - 1.19% | FABRINET (FN) - 2.21% |
| #13 | REALTY INCOME CORP (O) - 1.19% | MASTEC INC (MTZ) - 2.11% |
| #14 | COCA-COLA CO (KO) - 1.18% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 2.04% |
| #15 | REGENCY CENTERS CORP (REG) - 1.17% | MUELLER INDUSTRIES INC (MLI) - 2.02% |
| #16 | LINDE PLC (LIN) - 1.16% | NEXTPOWER INC CLASS A (NXT) - 2.01% |
| #17 | CMS ENERGY CORP (CMS) - 1.16% | BWX TECHNOLOGIES INC (BWXT) - 1.84% |
| #18 | DOMINION ENERGY INC (D) - 1.16% | RBC BEARINGS INC (RBC) - 1.80% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 1.15% | API GROUP CORP (APG) - 1.78% |
| #20 | SOUTHERN CO (SO) - 1.15% | HECLA MINING CO (HL) - 1.73% |
| #21 | REPUBLIC SERVICES INC (RSG) - 1.14% | DYCOM INDUSTRIES INC (DY) - 1.72% |
| #22 | CINTAS CORP (CTAS) - 1.14% | W.P. CAREY INC (WPC) - 1.70% |
| #23 | ATMOS ENERGY CORP (ATO) - 1.13% | RB GLOBAL INC (RBA) - 1.64% |
| #24 | AFLAC INC (AFL) - 1.13% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 1.56% |
| #25 | CHUBB LTD (CB) - 1.10% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.54% |
| Total Holdings | 106 | 77 |
SPLV vs XMMO - Historical Returns
Returns include dividend reinvestment.
1M
SPLV
-0.74%
Winner
XMMO
+1.07%
3M
Winner
SPLV
+4.81%
XMMO
-1.28%
6M
SPLV
+2.94%
Winner
XMMO
+10.81%
1Y
SPLV
+6.07%
Winner
XMMO
+26.06%
5Y(CAGR)
SPLV
+6.00%
Winner
XMMO
+14.30%
10Y(CAGR)
SPLV
+8.30%
Winner
XMMO
+18.56%
Max(CAGR)
SPLV
+10.16%
Winner
XMMO
+12.36%
SPLV vs XMMO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPLV | XMMO |
|---|---|---|
| 2026 | +8.41% | +15.71% |
| 2025 | +4.53% | +12.76% |
| 2024 | +12.93% | +39.61% |
| 2023 | +0.57% | +22.48% |
| 2022 | -3.95% | -16.03% |
| 2021 | +25.59% | +18.27% |
| 2020 | -0.65% | +28.91% |
| 2019 | +29.84% | +37.05% |
| 2018 | +0.54% | +5.03% |
| 2017 | +17.18% | +35.95% |
| 2016 | +11.86% | +6.51% |
| 2015 | +3.90% | -3.76% |
| 2014 | +18.78% | +11.42% |
| 2013 | +20.63% | +25.37% |
| 2012 | +10.55% | +12.68% |
| 2011 | +6.95% | -6.90% |
| 2010 | N/A | +27.98% |
| 2009 | N/A | +19.98% |
| 2008 | N/A | -43.58% |
| 2007 | N/A | +27.23% |
| 2006 | N/A | +8.57% |
| 2005 | N/A | +16.36% |
SPLV vs XMMO Drawdown Comparison
The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.
The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.
The current SPLV drawdown is -2.26%. The current XMMO drawdown is -6.81%.
| Rank | SPLV | XMMO |
|---|---|---|
| #1 | -36.25% Feb 14, 2020 - Apr 21, 2021 | -55.37% Dec 10, 2007 - Jan 22, 2013 |
| #2 | -17.26% Apr 20, 2022 - Jun 24, 2024 | -36.73% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -12.49% Jul 7, 2011 - Oct 27, 2011 | -27.91% Nov 8, 2021 - Jan 30, 2024 |
| #4 | -11.51% Dec 3, 2018 - Feb 8, 2019 | -26.04% Jul 31, 2015 - Feb 8, 2017 |
| #5 | -11.30% Aug 18, 2015 - Oct 28, 2015 | -25.06% Sep 14, 2018 - Feb 25, 2019 |
| #6 | -9.10% Mar 3, 2025 - Aug 20, 2025 | -24.94% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -9.02% Dec 31, 2021 - Apr 6, 2022 | -15.52% May 8, 2006 - Dec 4, 2006 |
| #8 | -8.91% Jan 26, 2018 - Jul 26, 2018 | -13.91% Jun 22, 2026 - Jul 29, 2026 |
| #9 | -8.59% Nov 29, 2024 - Mar 3, 2025 | -11.58% Feb 12, 2021 - Apr 26, 2021 |
| #10 | -7.72% Jul 22, 2016 - Feb 16, 2017 | -10.47% Apr 26, 2021 - Oct 20, 2021 |
| #11 | -7.52% Dec 29, 2015 - Mar 11, 2016 | -9.79% Sep 5, 2014 - Nov 21, 2014 |
| #12 | -7.41% Mar 2, 2026 - Jul 7, 2026 | -9.74% Mar 7, 2005 - Jun 16, 2005 |
| #13 | -7.13% May 17, 2013 - Jul 18, 2013 | -9.59% Jan 26, 2018 - Mar 7, 2018 |
| #14 | -6.02% Sep 13, 2018 - Nov 30, 2018 | -9.50% Jul 19, 2007 - Sep 19, 2007 |
| #15 | -6.02% Oct 27, 2011 - Dec 20, 2011 | -8.69% Jul 16, 2024 - Sep 19, 2024 |
Correlation
Correlation between SPLV and XMMO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
SPLV vs XMMO dividend yield comparison.
| Year | SPLV | XMMO |
|---|---|---|
| 2026 | 1.25% | 0.31% |
| 2025 | 2.04% | 0.78% |
| 2024 | 1.88% | 0.34% |
| 2023 | 2.45% | 0.80% |
| 2022 | 2.11% | 1.43% |
| 2021 | 1.51% | 0.41% |
| 2020 | 2.12% | 0.61% |
| 2019 | 2.08% | 0.60% |
| 2018 | 2.18% | 0.19% |
| 2017 | 2.03% | 0.21% |
| 2016 | 2.03% | 0.22% |
| 2015 | 2.28% | 0.64% |
| 2014 | 2.20% | 1.24% |
| 2013 | 2.60% | 1.30% |
| 2012 | 3.01% | 1.07% |
| 2011 | 2.11% | 0.32% |
| 2010 | 0.00% | 0.27% |
| 2009 | 0.00% | 0.08% |
| 2007 | 0.00% | 0.01% |
| 2006 | 0.00% | 0.60% |
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