XMHQ vs IVOO
Comparison between INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF) and VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF).
5-Year PerformanceXMHQ has outperformed IVOO, delivering a return of +8.4% compared to +7.5%
XMHQ vs IVOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMHQ
$5B
IVOO
$5B
Expense Ratio
XMHQ
0.25%
Winner
IVOO
0.07%
Max Drawdown
XMHQ
58.42%
Winner
IVOO
42.47%
Sharpe Ratio
XMHQ
0.85
Winner
IVOO
1.43
5Y Beta
Winner
XMHQ
0.98
IVOO
0.99
P/E Ratio
Winner
XMHQ
20.71
IVOO
25.58
Forward P/E
XMHQ
17.56
Winner
IVOO
16.27
5Y Dividends CAGR
XMHQ
-1.79%
Winner
IVOO
17.68%
5Y EPS CAGR
Winner
XMHQ
19.50%
IVOO
12.65%
Debt to Equity
XMHQ
96.88%
Winner
IVOO
33.75%
P/S Ratio
XMHQ
2.37
Winner
IVOO
1.54
P/B Ratio
XMHQ
3.99
Winner
IVOO
2.60
XMHQ vs IVOO - Holdings Comparison
XMHQ and IVOO have 72 common holdings. Overlap is 16.47%
XMHQ's top 25 holdings weight is 58.02%. IVOO's top 25 holdings weight is 15.18%.
| Rank | XMHQ | IVOO |
|---|---|---|
| #1 | TECHNIPFMC PLC (n/a) - 4.94% | TECHNIPFMC PLC (FTI) - 0.87% |
| #2 | UNITED THERAPEUTICS CORP (UTHR) - 4.05% | CASEY'S GENERAL STORES INC (CASY) - 0.84% |
| #3 | ILLUMINA INC (ILMN) - 3.65% | UNITED THERAPEUTICS CORP (UTHR) - 0.80% |
| #4 | MEDPACE HOLDINGS INC (MEDP) - 3.17% | CURTISS-WRIGHT CORP (CW) - 0.78% |
| #5 | TWILIO INC CLASS A (TWLO) - 2.76% | FLEX LTD (FLEX) - 0.75% |
| #6 | ROYAL GOLD INC (RGLD) - 2.74% | XPO INC (XPO) - 0.71% |
| #7 | CARLISLE COMPANIES INC (CSL) - 2.63% | WOODWARD INC (WWD) - 0.66% |
| #8 | CARPENTER TECHNOLOGY CORP (CRS) - 2.58% | ROYAL GOLD INC (RGLD) - 0.64% |
| #9 | BWX TECHNOLOGIES INC (BWXT) - 2.39% | BURLINGTON STORES INC (BURL) - 0.63% |
| #10 | NEXTPOWER INC CLASS A (NXT) - 2.39% | US FOODS HOLDING CORP (USFD) - 0.63% |
| #11 | ALCOA CORP (AA) - 2.28% | ATI INC (ATI) - 0.62% |
| #12 | EXELIXIS INC (EXEL) - 2.17% | MASTEC INC (MTZ) - 0.61% |
| #13 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.03% | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% |
| #14 | PENUMBRA INC (PEN) - 2.01% | NVENT ELECTRIC PLC (NVT) - 0.59% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 1.99% | ILLUMINA INC (ILMN) - 0.59% |
| #16 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.87% | TWILIO INC CLASS A (TWLO) - 0.59% |
| #17 | MANHATTAN ASSOCIATES INC (MANH) - 1.80% | FABRINET (FN) - 0.58% |
| #18 | EVERCORE INC CLASS A (EVR) - 1.78% | EVERPURE INC CLASS A (P) - 0.58% |
| #19 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% | BWX TECHNOLOGIES INC (BWXT) - 0.58% |
| #20 | GRACO INC (GGG) - 1.65% | ENTEGRIS INC (ENTG) - 0.56% |
| #21 | TEXAS ROADHOUSE INC (TXRH) - 1.52% | TOLL BROTHERS INC (TOL) - 0.40% |
| #22 | ELANCO ANIMAL HEALTH INC (ELAN) - 1.52% | THE CARLYLE GROUP INC (CG) - 0.39% |
| #23 | CROWN HOLDINGS INC (CCK) - 1.49% | STERLING INFRASTRUCTURE INC (STRL) - 0.39% |
| #24 | AECOM (ACM) - 1.49% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% |
| #25 | FLUOR CORP (FLR) - 1.38% | HECLA MINING CO (HL) - 0.39% |
| Total Holdings | 82 | 364 |
XMHQ vs IVOO - Historical Returns
Returns include dividend reinvestment.
1M
XMHQ
+2.79%
Winner
IVOO
+4.96%
3M
XMHQ
+1.15%
Winner
IVOO
+3.28%
6M
XMHQ
+8.20%
Winner
IVOO
+14.86%
1Y
XMHQ
+15.92%
Winner
IVOO
+27.15%
5Y(CAGR)
Winner
XMHQ
+8.41%
IVOO
+7.51%
10Y(CAGR)
Winner
XMHQ
+12.98%
IVOO
+11.42%
Max(CAGR)
XMHQ
+9.35%
Winner
IVOO
+12.23%
XMHQ vs IVOO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XMHQ | IVOO |
|---|---|---|
| 2026 | +5.93% | +10.86% |
| 2025 | +4.75% | +7.63% |
| 2024 | +17.04% | +14.16% |
| 2023 | +30.69% | +16.94% |
| 2022 | -12.65% | -13.44% |
| 2021 | +22.10% | +26.61% |
| 2020 | +26.00% | +13.41% |
| 2019 | +28.32% | +26.49% |
| 2018 | -9.88% | -12.13% |
| 2017 | +14.95% | +15.53% |
| 2016 | +18.06% | +22.10% |
| 2015 | -6.53% | -2.14% |
| 2014 | +14.01% | +10.55% |
| 2013 | +33.42% | +30.06% |
| 2012 | +12.17% | +16.54% |
| 2011 | -2.26% | -3.77% |
| 2010 | +19.46% | +20.66% |
| 2009 | +27.01% | N/A |
| 2008 | -39.28% | N/A |
| 2007 | +5.11% | N/A |
| 2006 | +2.52% | N/A |
XMHQ vs IVOO Drawdown Comparison
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current XMHQ drawdown is -1.73%. The current IVOO drawdown is -0.84%.
| Rank | XMHQ | IVOO |
|---|---|---|
| #1 | -58.19% Jul 13, 2007 - Jan 18, 2013 | -42.34% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -36.89% Feb 19, 2020 - Jul 27, 2020 | -26.27% Apr 29, 2011 - Mar 19, 2012 |
| #3 | -25.47% Nov 16, 2021 - Jul 12, 2023 | -24.22% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -24.56% Nov 25, 2024 - Jan 15, 2026 | -23.80% Nov 16, 2021 - Feb 12, 2024 |
| #5 | -22.38% May 19, 2015 - Jul 22, 2016 | -23.22% Aug 29, 2018 - Nov 25, 2019 |
| #6 | -21.82% Sep 21, 2018 - Jul 24, 2019 | -19.34% Jun 23, 2015 - Jul 11, 2016 |
| #7 | -10.86% Sep 1, 2023 - Dec 13, 2023 | -11.38% Mar 26, 2012 - Sep 6, 2012 |
| #8 | -10.32% Mar 28, 2024 - Oct 18, 2024 | -10.54% Jul 1, 2014 - Nov 20, 2014 |
| #9 | -10.06% Jan 26, 2018 - Jul 9, 2018 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #10 | -9.62% Sep 4, 2014 - Nov 3, 2014 | -8.81% Mar 2, 2026 - Apr 17, 2026 |
| #11 | -9.37% Sep 2, 2020 - Oct 9, 2020 | -7.98% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -8.72% May 7, 2021 - Oct 21, 2021 | -7.62% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -8.40% Jan 22, 2026 - May 5, 2026 | -7.19% Mar 28, 2024 - Jul 15, 2024 |
| #14 | -7.88% Jul 24, 2019 - Nov 4, 2019 | -7.11% May 21, 2013 - Jul 11, 2013 |
| #15 | -6.55% Sep 8, 2016 - Nov 21, 2016 | -6.92% May 7, 2021 - Aug 27, 2021 |
Correlation
Correlation between XMHQ and IVOO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
XMHQ vs IVOO dividend yield comparison.
| Year | XMHQ | IVOO |
|---|---|---|
| 2026 | 0.13% | 0.28% |
| 2025 | 0.64% | 1.35% |
| 2024 | 5.20% | 1.30% |
| 2023 | 0.73% | 1.25% |
| 2022 | 1.72% | 1.58% |
| 2021 | 1.00% | 1.14% |
| 2020 | 1.12% | 1.23% |
| 2019 | 1.22% | 1.49% |
| 2018 | 1.59% | 1.56% |
| 2017 | 1.06% | 1.22% |
| 2016 | 1.63% | 1.37% |
| 2015 | 1.34% | 1.45% |
| 2014 | 1.25% | 1.26% |
| 2013 | 1.11% | 0.92% |
| 2012 | 1.59% | 1.07% |
| 2011 | 1.04% | 0.81% |
| 2010 | 0.85% | 0.60% |
| 2009 | 0.78% | 0.00% |
| 2008 | 0.90% | 0.00% |
| 2007 | 0.50% | 0.00% |
| 2006 | 0.17% | 0.00% |
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