XMLV vs BIT

Comparison between INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF) and BlackRock Multi-Sector Income Trust (BIT, ETF).

5-Year PerformanceXMLV has outperformed BIT, delivering a return of +6.8% compared to +2.0%

XMLV vs BIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XMLV(ETF)	BIT(ETF)
Net Assets	$748M	$749M
Expense Ratio	0.25%	N/A
Max Drawdown	40.50%	53.30%
Sharpe Ratio	0.63	-0.88
5Y Beta	0.44	0.35
P/E Ratio	17.92	N/A
Forward P/E	15.94	N/A
PEG Ratio	0.17	N/A
5Y Dividends CAGR	22.42%	2.15%
5Y EPS CAGR	10.89%	N/A
Debt to Equity	63.50%	N/A
P/S Ratio	2.55	N/A
P/B Ratio	1.95	N/A

Net Assets

XMLV

$748M

Winner

BIT

$749M

Expense Ratio

XMLV

0.25%

BIT

N/A

Max Drawdown

Winner

XMLV

40.50%

BIT

53.30%

Sharpe Ratio

Winner

XMLV

0.63

BIT

-0.88

5Y Beta

XMLV

0.44

Winner

BIT

0.35

P/E Ratio

XMLV

17.92

BIT

N/A

Forward P/E

XMLV

15.94

BIT

N/A

PEG Ratio

XMLV

0.17

BIT

N/A

5Y Dividends CAGR

Winner

XMLV

22.42%

BIT

2.15%

5Y EPS CAGR

XMLV

10.89%

BIT

N/A

Debt to Equity

XMLV

63.50%

BIT

N/A

P/S Ratio

XMLV

2.55

BIT

N/A

P/B Ratio

XMLV

1.95

BIT

N/A

XMLV vs BIT - Historical Returns

Returns include dividend reinvestment.

Period	XMLV	BIT
1 month	-0.84%	-2.42%
3 months	+4.49%	-0.71%
6 months	+3.84%	-3.94%
1 year	+10.52%	-2.27%
5 years(CAGR)	+6.85%	+2.00%
10 years(CAGR)	+7.96%	+6.55%
Max(CAGR)	+9.88%	+5.84%

Winner

XMLV

-0.84%

BIT

-2.42%

Winner

XMLV

+4.49%

BIT

-0.71%

Winner

XMLV

+3.84%

BIT

-3.94%

Winner

XMLV

+10.52%

BIT

-2.27%

5Y(CAGR)

Winner

XMLV

+6.85%

BIT

+2.00%

10Y(CAGR)

Winner

XMLV

+7.96%

BIT

+6.55%

Max(CAGR)

Winner

XMLV

+9.88%

BIT

+5.84%

XMLV vs BIT - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	XMLV	BIT
2026	+10.38%	-1.60%
2025	+5.88%	+2.49%
2024	+16.72%	+7.07%
2023	+1.70%	+16.41%
2022	-6.04%	-14.15%
2021	+24.82%	+15.26%
2020	-7.56%	+19.14%
2019	+25.81%	+12.67%
2018	-0.21%	-7.43%
2017	+13.66%	+18.37%
2016	+23.26%	+17.55%
2015	+5.16%	+2.08%
2014	+19.64%	+5.67%
2013	+14.56%	-8.42%

XMLV vs BIT Drawdown Comparison

The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The maximum drawdown for BIT was -43.56%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The current XMLV drawdown is -3.04%. The current BIT drawdown is -6.69%.

Rank	XMLV	BIT
#1	-39.83% Feb 18, 2020 - Apr 15, 2021	-43.56% Dec 2, 2019 - Aug 12, 2020
#2	-16.54% Dec 29, 2021 - Mar 27, 2024	-23.70% Oct 22, 2021 - Jan 25, 2024
#3	-13.81% Nov 25, 2024 - Aug 22, 2025	-20.34% Mar 25, 2013 - May 12, 2014
#4	-13.26% Sep 14, 2018 - Feb 15, 2019	-13.52% Aug 28, 2018 - Apr 1, 2019
#5	-9.62% Aug 17, 2015 - Nov 23, 2015	-10.42% Feb 14, 2025 - Jun 11, 2025
#6	-9.26% Dec 1, 2015 - Mar 3, 2016	-10.24% Apr 28, 2015 - May 9, 2016
#7	-8.93% May 21, 2013 - Jul 18, 2013	-8.97% Aug 13, 2025 - Mar 27, 2026
#8	-8.47% Jul 23, 2013 - Oct 18, 2013	-8.06% Sep 7, 2016 - Dec 29, 2016
#9	-7.97% Jan 26, 2018 - May 10, 2018	-7.46% Jan 9, 2018 - Aug 14, 2018
#10	-7.03% Mar 2, 2026 - Jun 25, 2026	-7.26% Aug 29, 2014 - Feb 12, 2015
#11	-6.72% Jul 1, 2014 - Oct 28, 2014	-6.62% Mar 27, 2024 - Sep 24, 2024
#12	-6.13% Sep 7, 2016 - Nov 28, 2016	-4.15% Aug 2, 2019 - Oct 14, 2019
#13	-5.57% Nov 15, 2021 - Dec 27, 2021	-4.02% Jul 9, 2014 - Aug 29, 2014
#14	-5.56% Sep 2, 2021 - Nov 1, 2021	-3.99% Oct 24, 2017 - Dec 28, 2017
#15	-5.37% Mar 28, 2024 - May 9, 2024	-3.86% Sep 24, 2024 - Jan 15, 2025

Correlation

Correlation between XMLV and BIT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

XMLV vs BIT dividend yield comparison.

Year	XMLV	BIT
2026	1.58%	8.30%
2025	2.87%	11.15%
2024	2.23%	10.17%
2023	2.34%	9.89%
2022	2.05%	9.57%
2021	1.14%	8.18%
2020	1.93%	8.46%
2019	2.02%	8.84%
2018	2.13%	9.12%
2017	1.74%	8.44%
2016	1.72%	11.65%
2015	1.85%	8.66%
2014	2.00%	8.85%
2013	1.63%	6.82%