XMHQ vs SRLN
Comparison between INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF) and STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).
5-Year PerformanceXMHQ has outperformed SRLN, delivering a return of +9.0% compared to +4.6%
XMHQ vs SRLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XMHQ vs SRLN - Historical Returns
Returns include dividend reinvestment.
XMHQ vs SRLN - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XMHQ | SRLN |
|---|---|---|
| 2026 | +6.05% | +0.55% |
| 2025 | +4.75% | +6.72% |
| 2024 | +17.04% | +8.43% |
| 2023 | +30.69% | +10.96% |
| 2022 | -12.65% | -5.37% |
| 2021 | +22.10% | +4.66% |
| 2020 | +26.00% | +2.94% |
| 2019 | +28.32% | +9.95% |
| 2018 | -9.88% | -0.82% |
| 2017 | +14.95% | +3.37% |
| 2016 | +18.06% | +7.14% |
| 2015 | -6.53% | -1.15% |
| 2014 | +14.01% | +1.01% |
| 2013 | +33.42% | +1.80% |
| 2012 | +12.17% | N/A |
| 2011 | -2.26% | N/A |
| 2010 | +19.46% | N/A |
| 2009 | +27.01% | N/A |
| 2008 | -39.28% | N/A |
| 2007 | +5.11% | N/A |
| 2006 | +2.52% | N/A |
XMHQ vs SRLN Drawdown Comparison
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The current XMHQ drawdown is -2.44%. The current SRLN drawdown is -0.17%.
| Rank | XMHQ | SRLN |
|---|---|---|
| #1 | -58.19% Jul 13, 2007 - Jan 18, 2013 | -22.29% Feb 19, 2020 - Nov 9, 2020 |
| #2 | -36.89% Feb 19, 2020 - Jul 27, 2020 | -7.93% Jan 14, 2022 - Jul 12, 2023 |
| #3 | -25.47% Nov 16, 2021 - Jul 12, 2023 | -5.58% Jul 16, 2015 - Aug 10, 2016 |
| #4 | -24.56% Nov 25, 2024 - Jan 15, 2026 | -4.61% Oct 16, 2018 - Feb 25, 2019 |
| #5 | -22.38% May 19, 2015 - Jul 22, 2016 | -4.26% Feb 18, 2025 - May 12, 2025 |
| #6 | -21.82% Sep 21, 2018 - Jul 24, 2019 | -3.26% Jan 9, 2026 - May 1, 2026 |
| #7 | -10.86% Sep 1, 2023 - Dec 13, 2023 | -2.71% Nov 28, 2014 - Feb 12, 2015 |
| #8 | -10.32% Mar 28, 2024 - Oct 18, 2024 | -1.87% Sep 5, 2014 - Nov 25, 2014 |
| #9 | -10.06% Jan 26, 2018 - Jul 9, 2018 | -1.36% Jul 22, 2024 - Aug 16, 2024 |
| #10 | -9.62% Sep 4, 2014 - Nov 3, 2014 | -1.31% Nov 11, 2021 - Dec 23, 2021 |
| #11 | -9.37% Sep 2, 2020 - Oct 9, 2020 | -1.21% Aug 1, 2019 - Sep 10, 2019 |
| #12 | -8.72% May 7, 2021 - Oct 21, 2021 | -1.19% May 9, 2013 - Jul 23, 2013 |
| #13 | -8.40% Jan 22, 2026 - May 5, 2026 | -1.16% May 3, 2019 - Jul 17, 2019 |
| #14 | -7.88% Jul 24, 2019 - Nov 4, 2019 | -1.14% Feb 27, 2019 - Apr 5, 2019 |
| #15 | -6.55% Sep 8, 2016 - Nov 21, 2016 | -1.10% Sep 20, 2019 - Nov 15, 2019 |
Correlation
Correlation between XMHQ and SRLN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
XMHQ vs SRLN dividend yield comparison.
| Year | XMHQ | SRLN |
|---|---|---|
| 2026 | 0.13% | 2.93% |
| 2025 | 0.64% | 7.67% |
| 2024 | 5.20% | 8.58% |
| 2023 | 0.73% | 8.44% |
| 2022 | 1.72% | 5.72% |
| 2021 | 1.00% | 4.45% |
| 2020 | 1.12% | 4.91% |
| 2019 | 1.22% | 5.39% |
| 2018 | 1.59% | 4.98% |
| 2017 | 1.06% | 4.01% |
| 2016 | 1.63% | 3.94% |
| 2015 | 1.34% | 4.43% |
| 2014 | 1.25% | 3.66% |
| 2013 | 1.11% | 1.91% |
| 2012 | 1.59% | 0.00% |
| 2011 | 1.04% | 0.00% |
| 2010 | 0.85% | 0.00% |
| 2009 | 0.78% | 0.00% |
| 2008 | 0.90% | 0.00% |
| 2007 | 0.50% | 0.00% |
| 2006 | 0.17% | 0.00% |
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