VRP vs XSMO

Comparison between INVESCO VARIABLE RATE PREFERRED ETF (VRP, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).

5-Year PerformanceXSMO has outperformed VRP, delivering a return of +11.6% compared to +4.3%

VRP vs XSMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRP(ETF)	XSMO(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.50%	0.36%
Max Drawdown	46.22%	58.06%
Sharpe Ratio	0.94	1.45
5Y Beta	0.15	1.07
P/E Ratio	N/A	32.80
Forward P/E	N/A	18.96
5Y Dividends CAGR	8.33%	8.36%
5Y EPS CAGR	N/A	13.03%
Debt to Equity	N/A	42.01%
P/S Ratio	N/A	1.12
P/B Ratio	N/A	2.72

Net Assets

VRP

$2.90B

XSMO

$2.90B

Expense Ratio

VRP

0.50%

Winner

XSMO

0.36%

Max Drawdown

Winner

VRP

46.22%

XSMO

58.06%

Sharpe Ratio

VRP

0.94

Winner

XSMO

1.45

5Y Beta

Winner

VRP

0.15

XSMO

1.07

P/E Ratio

VRP

N/A

XSMO

32.80

Forward P/E

VRP

N/A

XSMO

18.96

5Y Dividends CAGR

VRP

8.33%

Winner

XSMO

8.36%

5Y EPS CAGR

VRP

N/A

XSMO

13.03%

Debt to Equity

VRP

N/A

XSMO

42.01%

P/S Ratio

VRP

N/A

XSMO

1.12

P/B Ratio

VRP

N/A

XSMO

2.72

VRP vs XSMO - Historical Returns

Returns include dividend reinvestment.

Period	VRP	XSMO
1 month	+0.33%	+4.05%
3 months	+1.76%	+19.59%
6 months	+2.65%	+20.55%
1 year	+6.51%	+35.17%
5 years(CAGR)	+4.34%	+11.64%
10 years(CAGR)	+5.23%	+15.11%
Max(CAGR)	+5.09%	+9.31%

VRP

+0.33%

Winner

XSMO

+4.05%

VRP

+1.76%

Winner

XSMO

+19.59%

VRP

+2.65%

Winner

XSMO

+20.55%

VRP

+6.51%

Winner

XSMO

+35.17%

5Y(CAGR)

VRP

+4.34%

Winner

XSMO

+11.64%

10Y(CAGR)

VRP

+5.23%

Winner

XSMO

+15.11%

Max(CAGR)

VRP

+5.09%

Winner

XSMO

+9.31%

VRP vs XSMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	VRP	XSMO
2026	+1.98%	+23.27%
2025	+7.07%	+9.64%
2024	+11.29%	+18.82%
2023	+10.49%	+23.37%
2022	-9.00%	-16.09%
2021	+4.93%	+19.52%
2020	+4.79%	+22.10%
2019	+18.32%	+28.40%
2018	-6.37%	-3.68%
2017	+8.94%	+23.53%
2016	+6.93%	+10.82%
2015	+2.65%	+1.08%
2014	+1.81%	+7.32%
2013	N/A	+29.71%
2012	N/A	+12.85%
2011	N/A	-2.88%
2010	N/A	+24.08%
2009	N/A	+16.24%
2008	N/A	-37.12%
2007	N/A	-1.08%
2006	N/A	+4.67%
2005	N/A	+10.69%

VRP vs XSMO Drawdown Comparison

The maximum drawdown for VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.

The current VRP drawdown is -0.04%.

Rank	VRP	XSMO
#1	-46.04% Feb 12, 2020 - Nov 16, 2020	-58.06% Jul 19, 2007 - Jan 24, 2013
#2	-13.76% Sep 22, 2021 - Jan 10, 2024	-39.38% Feb 13, 2020 - Sep 2, 2020
#3	-9.04% Aug 31, 2018 - Mar 1, 2019	-29.63% Nov 9, 2021 - Mar 21, 2024
#4	-7.54% Apr 24, 2015 - Apr 22, 2016	-29.47% Aug 31, 2018 - Jan 16, 2020
#5	-5.38% Sep 6, 2016 - Feb 7, 2017	-29.30% Jun 23, 2015 - Feb 15, 2017
#6	-4.26% Feb 28, 2025 - May 16, 2025	-24.77% Nov 25, 2024 - Sep 4, 2025
#7	-2.89% Feb 24, 2026 - Apr 20, 2026	-20.97% May 5, 2006 - Jul 12, 2007
#8	-2.43% Oct 23, 2017 - Aug 31, 2018	-15.22% Feb 12, 2021 - Jun 8, 2021
#9	-1.88% Jul 18, 2024 - Aug 15, 2024	-12.39% Jul 1, 2014 - Feb 13, 2015
#10	-1.72% Mar 22, 2024 - May 2, 2024	-10.72% Jun 8, 2021 - Oct 25, 2021
#11	-1.71% Aug 29, 2014 - Jan 26, 2015	-10.31% Jul 31, 2024 - Oct 14, 2024
#12	-1.67% Feb 9, 2021 - Mar 31, 2021	-9.43% Mar 7, 2005 - Jun 6, 2005
#13	-1.55% Jan 3, 2025 - Feb 5, 2025	-8.94% Jan 26, 2018 - Mar 7, 2018
#14	-1.41% Feb 27, 2017 - Mar 30, 2017	-8.89% Feb 9, 2026 - Apr 8, 2026
#15	-1.41% Aug 3, 2017 - Oct 23, 2017	-8.41% Oct 15, 2020 - Nov 5, 2020

Correlation

Correlation between VRP and XSMO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2009 - 2026)

VRP vs XSMO dividend yield comparison.

Year	VRP	XSMO
2026	2.00%	0.13%
2025	6.53%	0.75%
2024	5.78%	0.63%
2023	6.61%	0.96%
2022	5.38%	1.19%
2021	4.25%	0.30%
2020	4.17%	0.82%
2019	4.71%	0.69%
2018	5.28%	0.66%
2017	4.69%	0.27%
2016	5.10%	0.30%
2015	5.02%	0.35%
2014	3.04%	1.31%
2013	0.00%	0.91%
2012	0.00%	0.70%
2009	0.00%	0.69%