TWN vs XSVM
Comparison between Taiwan Fund Inc (TWN, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceTWN has outperformed XSVM, delivering a return of +28.5% compared to +9.8%
TWN vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TWN vs XSVM - Historical Returns
Returns include dividend reinvestment.
TWN vs XSVM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TWN | XSVM |
|---|---|---|
| 2026 | +60.49% | +24.90% |
| 2025 | +54.22% | +8.44% |
| 2024 | +35.45% | +2.66% |
| 2023 | +51.64% | +21.36% |
| 2022 | -40.37% | -14.95% |
| 2021 | +55.56% | +57.25% |
| 2020 | +36.34% | +5.22% |
| 2019 | +48.10% | +28.56% |
| 2018 | -19.52% | -12.72% |
| 2017 | +32.76% | +2.33% |
| 2016 | +11.50% | +38.71% |
| 2015 | -8.90% | -8.23% |
| 2014 | -0.30% | +7.12% |
| 2013 | +16.46% | +39.94% |
| 2012 | +12.23% | +19.01% |
| 2011 | -23.34% | -3.14% |
| 2010 | +31.46% | +16.35% |
| 2009 | +52.57% | +16.81% |
| 2008 | -45.73% | -30.67% |
| 2007 | +12.03% | -8.82% |
| 2006 | +19.43% | +15.68% |
| 2005 | +14.40% | +3.39% |
| 2004 | +7.28% | N/A |
| 2003 | +30.77% | N/A |
| 2002 | -26.97% | N/A |
| 2001 | +10.64% | N/A |
| 2000 | -49.79% | N/A |
| 1999 | +13.98% | N/A |
TWN vs XSVM Drawdown Comparison
The maximum drawdown for TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current TWN drawdown is -13.77%. The current XSVM drawdown is -1.06%.
| Rank | TWN | XSVM |
|---|---|---|
| #1 | -71.07% Feb 8, 2000 - Apr 16, 2008 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -64.47% Apr 16, 2008 - May 8, 2014 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -51.72% Jan 3, 2022 - Feb 12, 2024 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -36.26% Jan 17, 2020 - Jul 2, 2020 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -29.83% Jan 6, 2025 - Jun 9, 2025 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -27.91% Jan 25, 2018 - Oct 17, 2019 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -27.43% May 11, 2015 - Mar 29, 2017 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -17.72% Jul 10, 2024 - Oct 22, 2024 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -17.67% Jun 1, 2026 - Jul 20, 2026 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -15.08% Jul 3, 2014 - May 11, 2015 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -13.79% May 7, 2021 - Jun 1, 2021 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -12.57% Jul 14, 2021 - Nov 9, 2021 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -9.61% Mar 7, 2024 - Jun 12, 2024 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -9.09% Oct 29, 2025 - Dec 9, 2025 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -9.07% May 6, 2026 - May 26, 2026 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between TWN and XSVM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
TWN vs XSVM dividend yield comparison.
| Year | TWN | XSVM |
|---|---|---|
| 2026 | 0.00% | 0.84% |
| 2025 | 11.62% | 2.29% |
| 2024 | 19.14% | 1.69% |
| 2023 | 1.26% | 1.31% |
| 2022 | 0.00% | 1.79% |
| 2021 | 7.78% | 1.23% |
| 2020 | 12.91% | 1.21% |
| 2019 | 8.26% | 1.22% |
| 2018 | 11.27% | 2.54% |
| 2017 | 3.16% | 1.90% |
| 2016 | 0.00% | 2.29% |
| 2015 | 0.00% | 2.68% |
| 2014 | 16.11% | 1.32% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 2.10% |
| 2011 | 3.87% | 1.04% |
| 2010 | 0.42% | 1.18% |
| 2009 | 0.49% | 0.74% |
| 2008 | 1.86% | 1.07% |
| 2007 | 18.04% | 3.70% |
| 2006 | 0.00% | 0.63% |
| 2005 | 0.35% | 0.59% |
| 2004 | 0.23% | 0.00% |
| 2000 | 1.96% | 0.00% |
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