XMMO vs FELC

Comparison between INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF) and FIDELITY ENHANCED LARGE CAP CORE ETF (FELC, ETF).

XMMO vs FELC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XMMO(ETF)	FELC(ETF)
Net Assets	$7.90B	$7.90B
Expense Ratio	0.35%	0.18%
Max Drawdown	55.37%	18.95%
Sharpe Ratio	0.95	1.46
5Y Beta	1.11	0.97
P/E Ratio	34.47	28.72
Forward P/E	19.46	20.63
PEG Ratio	0.13	N/A
5Y Dividends CAGR	28.36%	N/A
5Y EPS CAGR	16.13%	31.29%
Debt to Equity	56.23%	45.35%
P/S Ratio	3.21	4.86
P/B Ratio	4.21	5.90

Net Assets

XMMO

$7.90B

FELC

$7.90B

Expense Ratio

XMMO

0.35%

Winner

FELC

0.18%

Max Drawdown

XMMO

55.37%

Winner

FELC

18.95%

Sharpe Ratio

XMMO

0.95

Winner

FELC

1.46

5Y Beta

XMMO

1.11

Winner

FELC

0.97

P/E Ratio

XMMO

34.47

Winner

FELC

28.72

Forward P/E

Winner

XMMO

19.46

FELC

20.63

PEG Ratio

XMMO

0.13

FELC

N/A

5Y Dividends CAGR

XMMO

28.36%

FELC

N/A

5Y EPS CAGR

XMMO

16.13%

Winner

FELC

31.29%

Debt to Equity

XMMO

56.23%

Winner

FELC

45.35%

P/S Ratio

Winner

XMMO

3.21

FELC

4.86

P/B Ratio

Winner

XMMO

4.21

FELC

5.90

XMMO vs FELC - Holdings Comparison

XMMO and FELC have 9 common holdings. Overlap is 0.57%

XMMO's top 25 holdings weight is 57.77%. FELC's top 25 holdings weight is 52.86%.

Rank	XMMO	FELC
#1	CURTISS-WRIGHT CORP (CW) - 4.23%	NVIDIA CORP (NVDA) - 8.10%
#2	TECHNIPFMC PLC (n/a) - 3.44%	APPLE INC (AAPL) - 7.57%
#3	ATI INC (ATI) - 3.27%	MICROSOFT CORP (MSFT) - 4.14%
#4	STERLING INFRASTRUCTURE INC (STRL) - 3.04%	AMAZON.COM INC (AMZN) - 3.95%
#5	WOODWARD INC (WWD) - 2.95%	ALPHABET INC CLASS A (GOOGL) - 3.73%
#6	NVENT ELECTRIC PLC (NVT) - 2.63%	BROADCOM INC (AVGO) - 3.11%
#7	MKS INC (MKSI) - 2.56%	ALPHABET INC CLASS C (GOOG) - 2.43%
#8	TTM TECHNOLOGIES INC (TTMI) - 2.54%	META PLATFORMS INC CLASS A (META) - 2.18%
#9	ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 2.54%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.91%
#10	CARPENTER TECHNOLOGY CORP (CRS) - 2.46%	MICRON TECHNOLOGY INC (MU) - 1.90%
#11	ROYAL GOLD INC (RGLD) - 2.27%	JPMORGAN CHASE & CO (JPM) - 1.84%
#12	MASTEC INC (MTZ) - 2.27%	ELI LILLY AND CO (LLY) - 1.46%
#13	NEXTPOWER INC CLASS A (NXT) - 2.15%	TESLA INC (TSLA) - 1.21%
#14	FABRINET (FN) - 2.07%	MASTERCARD INC CLASS A (MA) - 1.12%
#15	BWX TECHNOLOGIES INC (BWXT) - 1.96%	FIDELITY CASH CENTRAL FUND (n/a) - 1.10%
#16	ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.93%	GE AEROSPACE (GE) - 1.05%
#17	API GROUP CORP (APG) - 1.89%	EXXON MOBIL CORP (XOM) - 1.05%
#18	MUELLER INDUSTRIES INC (MLI) - 1.86%	ABBVIE INC (ABBV) - 0.95%
#19	RBC BEARINGS INC (RBC) - 1.81%	LAM RESEARCH CORP (LRCX) - 0.90%
#20	HECLA MINING CO (HL) - 1.73%	CISCO SYSTEMS INC (CSCO) - 0.88%
#21	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.72%	CITIGROUP INC (C) - 0.47%
#22	DYCOM INDUSTRIES INC (DY) - 1.69%	CHEVRON CORP (CVX) - 0.46%
#23	RB GLOBAL INC (RBA) - 1.65%	WESTERN DIGITAL CORP (WDC) - 0.45%
#24	W.P. CAREY INC (WPC) - 1.60%	MERCK & CO INC (MRK) - 0.45%
#25	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 1.51%	PPL CORP (PPL) - 0.45%
Total Holdings	77	237

XMMO vs FELC - Historical Returns

Returns include dividend reinvestment.

Period	XMMO	FELC
1 month	-7.10%	+0.97%
3 months	+1.54%	+8.37%
6 months	+10.66%	+10.99%
1 year	+22.80%	+23.60%
5 years(CAGR)	+15.12%	N/A
10 years(CAGR)	+18.61%	N/A
Max(CAGR)	+12.27%	+22.92%

XMMO

-7.10%

Winner

FELC

+0.97%

XMMO

+1.54%

Winner

FELC

+8.37%

XMMO

+10.66%

Winner

FELC

+10.99%

XMMO

+22.80%

Winner

FELC

+23.60%

5Y(CAGR)

XMMO

+15.12%

FELC

N/A

10Y(CAGR)

XMMO

+18.61%

FELC

N/A

Max(CAGR)

XMMO

+12.27%

Winner

FELC

+22.92%

XMMO vs FELC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XMMO	FELC
2026	+12.81%	+11.34%
2025	+12.76%	+17.31%
2024	+39.61%	+26.20%
2023	+22.48%	+5.68%
2022	-16.03%	N/A
2021	+18.27%	N/A
2020	+28.91%	N/A
2019	+37.05%	N/A
2018	+5.03%	N/A
2017	+35.95%	N/A
2016	+6.51%	N/A
2015	-3.76%	N/A
2014	+11.42%	N/A
2013	+25.37%	N/A
2012	+12.68%	N/A
2011	-6.90%	N/A
2010	+27.98%	N/A
2009	+19.98%	N/A
2008	-43.58%	N/A
2007	+27.23%	N/A
2006	+8.57%	N/A
2005	+16.36%	N/A

XMMO vs FELC Drawdown Comparison

The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.

The maximum drawdown for FELC was -18.59%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current XMMO drawdown is -9.15%. The current FELC drawdown is -0.77%.

Rank	XMMO	FELC
#1	-55.37% Dec 10, 2007 - Jan 22, 2013	-18.59% Jan 23, 2025 - Jun 26, 2025
#2	-36.73% Feb 19, 2020 - Aug 3, 2020	-9.08% Feb 2, 2026 - Apr 14, 2026
#3	-27.91% Nov 8, 2021 - Jan 30, 2024	-8.70% Jul 16, 2024 - Sep 19, 2024
#4	-26.04% Jul 31, 2015 - Feb 8, 2017	-5.14% Oct 28, 2025 - Dec 5, 2025
#5	-25.06% Sep 14, 2018 - Feb 25, 2019	-5.08% Mar 27, 2024 - May 15, 2024
#6	-24.94% Nov 25, 2024 - Sep 11, 2025	-4.74% Jun 2, 2026 - Jul 10, 2026
#7	-15.52% May 8, 2006 - Dec 4, 2006	-4.35% Dec 6, 2024 - Jan 23, 2025
#8	-11.58% Feb 12, 2021 - Apr 26, 2021	-2.96% Oct 6, 2025 - Oct 24, 2025
#9	-10.47% Apr 26, 2021 - Oct 20, 2021	-2.92% Jan 12, 2026 - Feb 2, 2026
#10	-9.79% Sep 5, 2014 - Nov 21, 2014	-2.47% Dec 11, 2025 - Dec 23, 2025
#11	-9.74% Mar 7, 2005 - Jun 16, 2005	-2.43% Nov 11, 2024 - Nov 29, 2024
#12	-9.59% Jan 26, 2018 - Mar 7, 2018	-2.41% Oct 18, 2024 - Nov 6, 2024
#13	-9.50% Jul 19, 2007 - Sep 19, 2007	-2.30% Jul 28, 2025 - Aug 8, 2025
#14	-9.15% Jun 22, 2026 - Jul 16, 2026	-1.91% Dec 28, 2023 - Jan 10, 2024
#15	-8.69% Jul 16, 2024 - Sep 19, 2024	-1.86% May 14, 2026 - May 26, 2026

Correlation

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

0.97

-101

Dividend Comparison (2006 - 2026)

XMMO vs FELC dividend yield comparison.

Year	XMMO	FELC
2026	0.32%	0.45%
2025	0.78%	0.92%
2024	0.34%	1.03%
2023	0.80%	0.04%
2022	1.43%	0.00%
2021	0.41%	0.00%
2020	0.61%	0.00%
2019	0.60%	0.00%
2018	0.19%	0.00%
2017	0.21%	0.00%
2016	0.22%	0.00%
2015	0.64%	0.00%
2014	1.24%	0.00%
2013	1.30%	0.00%
2012	1.07%	0.00%
2011	0.32%	0.00%
2010	0.27%	0.00%
2009	0.08%	0.00%
2007	0.01%	0.00%
2006	0.60%	0.00%