XMLV vs EQL
Comparison between INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF) and ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF).
5-Year PerformanceEQL has outperformed XMLV, delivering a return of +10.8% compared to +7.4%
XMLV vs EQL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMLV
$732M
Winner
EQL
$733M
Expense Ratio
XMLV
0.25%
Winner
EQL
0.19%
Max Drawdown
XMLV
40.50%
Winner
EQL
36.36%
Sharpe Ratio
XMLV
0.94
Winner
EQL
1.28
5Y Beta
Winner
XMLV
0.46
EQL
0.69
P/E Ratio
Winner
XMLV
17.58
EQL
27.81
Forward P/E
Winner
XMLV
15.92
EQL
20.95
PEG Ratio
XMLV
0.20
EQL
N/A
5Y Dividends CAGR
Winner
XMLV
22.42%
EQL
8.44%
5Y EPS CAGR
XMLV
12.33%
Winner
EQL
18.51%
Debt to Equity
XMLV
63.76%
Winner
EQL
42.29%
P/S Ratio
Winner
XMLV
2.59
EQL
2.73
P/B Ratio
Winner
XMLV
1.96
EQL
4.03
XMLV vs EQL - Holdings Comparison
XMLV and EQL have 3 common holdings. Overlap is 0.31%
XMLV's top 25 holdings weight is 37.48%. EQL's top 25 holdings weight is 37.33%.
| Rank | XMLV | EQL |
|---|---|---|
| #1 | TXNM ENERGY INC (TXNM) - 2.82% | ALPHABET INC CLASS A (GOOGL) - 5.40% |
| #2 | OGE ENERGY CORP (OGE) - 1.67% | AMAZON.COM INC (AMZN) - 3.64% |
| #3 | COPT DEFENSE PROPERTIES (CDP) - 1.67% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.54% |
| #4 | IDACORP INC (IDA) - 1.64% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #5 | NNN REIT INC (NNN) - 1.64% | LINDE PLC (LIN) - 1.88% |
| #6 | AGREE REALTY CORP (ADC) - 1.60% | NVIDIA CORP (NVDA) - 1.84% |
| #7 | NEW JERSEY RESOURCES CORP (NJR) - 1.56% | APPLE INC (AAPL) - 1.80% |
| #8 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.51% | TESLA INC (TSLA) - 1.68% |
| #9 | PORTLAND GENERAL ELECTRIC CO (POR) - 1.50% | ELI LILLY AND CO (LLY) - 1.53% |
| #10 | RLI CORP (RLI) - 1.50% | CHEVRON CORP (CVX) - 1.53% |
| #11 | THE HANOVER INSURANCE GROUP INC (THG) - 1.48% | WALMART INC (WMT) - 1.49% |
| #12 | W.P. CAREY INC (WPC) - 1.47% | WELLTOWER INC (WELL) - 1.31% |
| #13 | EASTGROUP PROPERTIES INC (EGP) - 1.43% | COSTCO WHOLESALE CORP (COST) - 1.23% |
| #14 | INGREDION INC (INGR) - 1.39% | NEXTERA ENERGY INC (NEE) - 1.21% |
| #15 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.37% | MICROSOFT CORP (MSFT) - 1.08% |
| #16 | BRIXMOR PROPERTY GROUP INC (BRX) - 1.36% | COCA-COLA CO (KO) - 1.07% |
| #17 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.35% | JPMORGAN CHASE & CO (JPM) - 1.07% |
| #18 | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.35% | PROLOGIS INC (PLD) - 1.06% |
| #19 | STARWOOD PROPERTY TRUST INC (STWD) - 1.34% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.05% |
| #20 | KITE REALTY GROUP TRUST (KRG) - 1.33% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #21 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.32% | PPG INDUSTRIES INC (PPG) - 0.40% |
| #22 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.30% | MONSTER BEVERAGE CORP (MNST) - 0.40% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.30% | VENTAS INC (VTR) - 0.36% |
| #24 | COMMERCE BANCSHARES INC (CBSH) - 1.29% | ALTRIA GROUP INC (MO) - 0.36% |
| #25 | STAG INDUSTRIAL INC (STAG) - 1.29% | BLACKROCK INC (BLK) - 0.36% |
| Total Holdings | 83 | 447 |
XMLV vs EQL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XMLV
+5.76%
EQL
+1.37%
3M
Winner
XMLV
+4.76%
EQL
+3.26%
6M
Winner
XMLV
+7.57%
EQL
+7.05%
1Y
XMLV
+14.42%
Winner
EQL
+16.58%
5Y(CAGR)
XMLV
+7.42%
Winner
EQL
+10.77%
10Y(CAGR)
XMLV
+8.04%
Winner
EQL
+12.30%
Max(CAGR)
XMLV
+10.02%
Winner
EQL
+13.60%
XMLV vs EQL - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | XMLV | EQL |
|---|---|---|
| 2026 | +11.31% | +9.66% |
| 2025 | +5.88% | +13.32% |
| 2024 | +16.72% | +16.33% |
| 2023 | +1.70% | +17.25% |
| 2022 | -6.04% | -10.83% |
| 2021 | +24.82% | +31.31% |
| 2020 | -7.56% | +10.55% |
| 2019 | +25.81% | +27.93% |
| 2018 | -0.21% | -6.48% |
| 2017 | +13.66% | +17.71% |
| 2016 | +23.26% | +14.59% |
| 2015 | +5.16% | -1.15% |
| 2014 | +19.64% | +14.14% |
| 2013 | +14.56% | +27.40% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +1.53% |
| 2010 | N/A | +13.63% |
| 2009 | N/A | +28.94% |
XMLV vs EQL Drawdown Comparison
The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current XMLV drawdown is -1.07%. The current EQL drawdown is -0.64%.
| Rank | XMLV | EQL |
|---|---|---|
| #1 | -39.83% Feb 18, 2020 - Apr 15, 2021 | -35.65% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -16.54% Dec 29, 2021 - Mar 27, 2024 | -19.23% Mar 29, 2022 - Jul 25, 2023 |
| #3 | -13.81% Nov 25, 2024 - Aug 22, 2025 | -18.66% Jul 7, 2011 - Feb 7, 2012 |
| #4 | -13.26% Sep 14, 2018 - Feb 15, 2019 | -17.43% Sep 21, 2018 - Apr 2, 2019 |
| #5 | -9.62% Aug 17, 2015 - Nov 23, 2015 | -15.34% Apr 23, 2010 - Nov 4, 2010 |
| #6 | -9.26% Dec 1, 2015 - Mar 3, 2016 | -15.08% Nov 29, 2024 - Jun 30, 2025 |
| #7 | -8.93% May 21, 2013 - Jul 18, 2013 | -13.01% May 21, 2015 - Apr 19, 2016 |
| #8 | -8.47% Jul 23, 2013 - Oct 18, 2013 | -10.32% Jul 31, 2023 - Dec 13, 2023 |
| #9 | -7.97% Jan 26, 2018 - May 10, 2018 | -9.49% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -7.03% Mar 2, 2026 - Jun 25, 2026 | -9.02% Apr 2, 2012 - Aug 8, 2012 |
| #11 | -6.72% Jul 1, 2014 - Oct 28, 2014 | -8.66% Jan 4, 2022 - Mar 29, 2022 |
| #12 | -6.13% Sep 7, 2016 - Nov 28, 2016 | -8.32% Jan 19, 2010 - Mar 16, 2010 |
| #13 | -5.57% Nov 15, 2021 - Dec 27, 2021 | -8.22% Sep 2, 2020 - Nov 9, 2020 |
| #14 | -5.56% Sep 2, 2021 - Nov 1, 2021 | -6.99% Oct 18, 2012 - Jan 2, 2013 |
| #15 | -5.37% Mar 28, 2024 - May 9, 2024 | -6.90% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between XMLV and EQL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2009 - 2026)
XMLV vs EQL dividend yield comparison.
| Year | XMLV | EQL |
|---|---|---|
| 2026 | 1.57% | 0.49% |
| 2025 | 2.87% | 1.73% |
| 2024 | 2.23% | 1.78% |
| 2023 | 2.34% | 1.96% |
| 2022 | 2.05% | 2.14% |
| 2021 | 1.14% | 1.69% |
| 2020 | 1.93% | 2.29% |
| 2019 | 2.02% | 1.95% |
| 2018 | 2.13% | 2.39% |
| 2017 | 1.74% | 1.97% |
| 2016 | 1.72% | 2.89% |
| 2015 | 1.85% | 2.07% |
| 2014 | 2.00% | 1.68% |
| 2013 | 1.63% | 1.55% |
| 2012 | 0.00% | 2.09% |
| 2011 | 0.00% | 1.87% |
| 2010 | 0.00% | 1.72% |
| 2009 | 0.00% | 1.00% |
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