TFLO vs XMMO

Comparison between ISHARES TREASURY FLOATING RATE BOND ETF (TFLO, ETF) and INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF).

5-Year PerformanceXMMO has outperformed TFLO, delivering a return of +16.9% compared to +3.6%

TFLO vs XMMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TFLO(ETF)	XMMO(ETF)
Net Assets	$6.70B	$6.80B
Expense Ratio	0.15%	0.35%
Max Drawdown	5.02%	55.37%
Sharpe Ratio	1.29	1.65
5Y Beta	-0.00	1.09
P/E Ratio	N/A	35.10
Forward P/E	N/A	20.44
PEG Ratio	N/A	0.16
5Y Dividends CAGR	134.46%	20.41%
5Y EPS CAGR	N/A	15.41%
Debt to Equity	N/A	60.07%
P/S Ratio	N/A	3.27
P/B Ratio	N/A	4.30

Net Assets

TFLO

$6.70B

Winner

XMMO

$6.80B

Expense Ratio

Winner

TFLO

0.15%

XMMO

0.35%

Max Drawdown

Winner

TFLO

5.02%

XMMO

55.37%

Sharpe Ratio

TFLO

1.29

Winner

XMMO

1.65

5Y Beta

Winner

TFLO

-0.00

XMMO

1.09

P/E Ratio

TFLO

N/A

XMMO

35.10

Forward P/E

TFLO

N/A

XMMO

20.44

PEG Ratio

TFLO

N/A

XMMO

0.16

5Y Dividends CAGR

Winner

TFLO

134.46%

XMMO

20.41%

5Y EPS CAGR

TFLO

N/A

XMMO

15.41%

Debt to Equity

TFLO

N/A

XMMO

60.07%

P/S Ratio

TFLO

N/A

XMMO

3.27

P/B Ratio

TFLO

N/A

XMMO

4.30

TFLO vs XMMO - Historical Returns

Returns include dividend reinvestment.

Period	TFLO	XMMO
1 month	+0.32%	+7.05%
3 months	+0.85%	+15.12%
6 months	+1.94%	+25.96%
1 year	+4.03%	+36.30%
5 years(CAGR)	+3.59%	+16.89%
10 years(CAGR)	+2.34%	+20.21%
Max(CAGR)	+1.93%	+12.69%

TFLO

+0.32%

Winner

XMMO

+7.05%

TFLO

+0.85%

Winner

XMMO

+15.12%

TFLO

+1.94%

Winner

XMMO

+25.96%

TFLO

+4.03%

Winner

XMMO

+36.30%

5Y(CAGR)

TFLO

+3.59%

Winner

XMMO

+16.89%

10Y(CAGR)

TFLO

+2.34%

Winner

XMMO

+20.21%

Max(CAGR)

TFLO

+1.93%

Winner

XMMO

+12.69%

TFLO vs XMMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	TFLO	XMMO
2026	+1.33%	+19.85%
2025	+4.20%	+12.76%
2024	+5.34%	+39.61%
2023	+5.12%	+22.48%
2022	+1.99%	-16.03%
2021	-0.01%	+18.27%
2020	+0.43%	+28.91%
2019	+2.04%	+37.05%
2018	+1.90%	+5.03%
2017	+1.03%	+35.95%
2016	+0.21%	+6.51%
2015	+0.65%	-3.76%
2014	+0.06%	+11.42%
2013	N/A	+25.37%
2012	N/A	+12.68%
2011	N/A	-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%

TFLO vs XMMO Drawdown Comparison

The maximum drawdown for TFLO was -5.01%, occurring on Dec 19, 2014. Recovery took 293 trading sessions.

The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.

The current XMMO drawdown is -0.35%.

Rank	TFLO	XMMO
#1	-5.01% Oct 28, 2014 - Dec 28, 2015	-55.37% Dec 10, 2007 - Jan 22, 2013
#2	-0.76% Dec 28, 2015 - May 22, 2017	-36.73% Feb 19, 2020 - Aug 3, 2020
#3	-0.34% Oct 13, 2014 - Oct 16, 2014	-27.91% Nov 8, 2021 - Jan 30, 2024
#4	-0.26% Oct 16, 2014 - Oct 28, 2014	-26.04% Jul 31, 2015 - Feb 8, 2017
#5	-0.16% Feb 20, 2018 - Feb 27, 2018	-25.06% Sep 14, 2018 - Feb 25, 2019
#6	-0.15% Feb 25, 2020 - Mar 17, 2020	-24.94% Nov 25, 2024 - Sep 11, 2025
#7	-0.15% May 14, 2014 - Jul 31, 2014	-15.52% May 8, 2006 - Dec 4, 2006
#8	-0.14% Sep 2, 2014 - Oct 2, 2014	-11.58% Feb 12, 2021 - Apr 26, 2021
#9	-0.14% Dec 29, 2017 - Jan 11, 2018	-10.47% Apr 26, 2021 - Oct 20, 2021
#10	-0.13% Jul 29, 2022 - Aug 12, 2022	-9.79% Sep 5, 2014 - Nov 21, 2014
#11	-0.12% Oct 2, 2014 - Oct 9, 2014	-9.74% Mar 7, 2005 - Jun 16, 2005
#12	-0.12% Sep 12, 2017 - Sep 27, 2017	-9.59% Jan 26, 2018 - Mar 7, 2018
#13	-0.12% Nov 3, 2017 - Nov 13, 2017	-9.50% Jul 19, 2007 - Sep 19, 2007
#14	-0.12% Oct 19, 2017 - Oct 23, 2017	-8.69% Jul 16, 2024 - Sep 19, 2024
#15	-0.12% Feb 7, 2018 - Feb 20, 2018	-8.46% Oct 31, 2007 - Dec 10, 2007

Correlation

Correlation between TFLO and XMMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

TFLO vs XMMO dividend yield comparison.

Year	TFLO	XMMO
2026	1.18%	0.15%
2025	4.16%	0.78%
2024	5.21%	0.34%
2023	4.88%	0.80%
2022	1.68%	1.43%
2021	0.00%	0.41%
2020	0.36%	0.61%
2019	2.08%	0.60%
2018	1.65%	0.19%
2017	0.86%	0.21%
2016	0.31%	0.22%
2015	0.15%	0.64%
2014	0.08%	1.24%
2013	0.00%	1.30%
2012	0.00%	1.07%
2011	0.00%	0.32%
2010	0.00%	0.27%
2009	0.00%	0.08%
2007	0.00%	0.01%
2006	0.00%	0.60%