XBB vs XMVM

Comparison between BONDBLOXX BB RATED USD HIGH YIELD CORPORATE BOND ETF (XBB, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).

XBB vs XMVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XBB(ETF)	XMVM(ETF)
Net Assets	$476M	$475M
Expense Ratio	0.20%	0.39%
Max Drawdown	10.50%	63.81%
Sharpe Ratio	0.30	1.65
5Y Beta	0.19	0.86
P/E Ratio	N/A	12.95
Forward P/E	N/A	11.37
PEG Ratio	N/A	0.10
5Y Dividends CAGR	N/A	25.64%
5Y EPS CAGR	N/A	10.97%
Debt to Equity	N/A	37.05%
P/S Ratio	N/A	0.84
P/B Ratio	N/A	1.52

Net Assets

Winner

XBB

$476M

XMVM

$475M

Expense Ratio

Winner

XBB

0.20%

XMVM

0.39%

Max Drawdown

Winner

XBB

10.50%

XMVM

63.81%

Sharpe Ratio

XBB

0.30

Winner

XMVM

1.65

5Y Beta

Winner

XBB

0.19

XMVM

0.86

P/E Ratio

XBB

N/A

XMVM

12.95

Forward P/E

XBB

N/A

XMVM

11.37

PEG Ratio

XBB

N/A

XMVM

0.10

5Y Dividends CAGR

XBB

N/A

XMVM

25.64%

5Y EPS CAGR

XBB

N/A

XMVM

10.97%

Debt to Equity

XBB

N/A

XMVM

37.05%

P/S Ratio

XBB

N/A

XMVM

0.84

P/B Ratio

XBB

N/A

XMVM

1.52

XBB vs XMVM - Historical Returns

Returns include dividend reinvestment.

Period	XBB	XMVM
1 month	-0.19%	+4.67%
3 months	+0.49%	+7.51%
6 months	+1.35%	+10.71%
1 year	+4.58%	+31.58%
5 years(CAGR)	+5.50%	+12.51%
10 years(CAGR)	N/A	+12.14%
Max(CAGR)	+5.50%	+9.64%

XBB

-0.19%

Winner

XMVM

+4.67%

XBB

+0.49%

Winner

XMVM

+7.51%

XBB

+1.35%

Winner

XMVM

+10.71%

XBB

+4.58%

Winner

XMVM

+31.58%

5Y(CAGR)

XBB

+5.50%

Winner

XMVM

+12.51%

10Y(CAGR)

XBB

N/A

XMVM

+12.14%

Max(CAGR)

XBB

+5.50%

Winner

XMVM

+9.64%

XBB vs XMVM - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XBB	XMVM
2026	+1.38%	+14.53%
2025	+8.37%	+19.49%
2024	+6.74%	+12.02%
2023	+10.44%	+18.01%
2022	-3.80%	-8.79%
2021	N/A	+38.13%
2020	N/A	+5.79%
2019	N/A	+30.77%
2018	N/A	-10.13%
2017	N/A	+1.49%
2016	N/A	+30.34%
2015	N/A	-7.21%
2014	N/A	+14.45%
2013	N/A	+36.61%
2012	N/A	+16.95%
2011	N/A	-1.86%
2010	N/A	+12.61%
2009	N/A	+21.72%
2008	N/A	-36.11%
2007	N/A	-0.16%
2006	N/A	+12.55%
2005	N/A	+10.42%

XBB vs XMVM Drawdown Comparison

The maximum drawdown for XBB was -8.88%, occurring on Sep 27, 2022. Recovery took 170 trading sessions.

The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.

The current XBB drawdown is -0.55%. The current XMVM drawdown is -0.74%.

Rank	XBB	XMVM
#1	-8.88% May 27, 2022 - Feb 1, 2023	-62.84% Jul 13, 2007 - Feb 1, 2013
#2	-4.93% Feb 2, 2023 - Jul 12, 2023	-45.05% Jan 16, 2020 - Nov 24, 2020
#3	-3.86% Jul 13, 2023 - Nov 3, 2023	-24.13% Nov 25, 2024 - Aug 27, 2025
#4	-3.79% Mar 3, 2025 - May 12, 2025	-22.69% Jan 14, 2022 - Dec 14, 2023
#5	-2.80% Feb 26, 2026 - May 28, 2026	-19.55% Mar 23, 2015 - Jun 3, 2016
#6	-2.19% Nov 26, 2024 - Feb 19, 2025	-16.82% Aug 20, 2018 - Apr 1, 2019
#7	-1.57% Mar 28, 2024 - May 3, 2024	-13.19% May 7, 2021 - Nov 5, 2021
#8	-1.47% Sep 22, 2025 - Oct 24, 2025	-11.85% Jul 24, 2019 - Sep 11, 2019
#9	-1.44% Oct 30, 2025 - Nov 28, 2025	-11.06% Sep 5, 2014 - Nov 25, 2014
#10	-1.38% Dec 27, 2023 - Jan 29, 2024	-9.21% Jul 31, 2024 - Oct 14, 2024
#11	-1.30% Sep 24, 2024 - Nov 26, 2024	-9.18% Feb 6, 2026 - Apr 30, 2026
#12	-1.20% Feb 1, 2024 - Mar 8, 2024	-8.51% Nov 23, 2021 - Jan 4, 2022
#13	-0.84% Jul 31, 2024 - Aug 13, 2024	-8.27% Jan 26, 2018 - Aug 6, 2018
#14	-0.78% Jun 30, 2025 - Jul 21, 2025	-7.78% Aug 3, 2005 - Nov 18, 2005
#15	-0.76% May 15, 2024 - Jun 3, 2024	-7.59% Mar 1, 2017 - Jan 11, 2018

Correlation

Correlation between XBB and XMVM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2005 - 2026)

XBB vs XMVM dividend yield comparison.

Year	XBB	XMVM
2026	2.71%	0.99%
2025	5.42%	2.07%
2024	6.35%	1.43%
2023	6.15%	1.57%
2022	3.73%	1.76%
2021	0.00%	1.10%
2020	0.00%	1.37%
2019	0.00%	1.73%
2018	0.00%	2.87%
2017	0.00%	2.22%
2016	0.00%	2.27%
2015	0.00%	2.58%
2014	0.00%	1.52%
2013	0.00%	1.39%
2012	0.00%	2.14%
2011	0.00%	1.17%
2010	0.00%	0.95%
2009	0.00%	2.03%
2008	0.00%	2.50%
2007	0.00%	1.24%
2006	0.00%	1.27%
2005	0.00%	1.45%