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	$7.20B	$8B
Expense Ratio	0.35%	0.18%
Max Drawdown	55.37%	18.95%
Sharpe Ratio	0.98	1.59
5Y Beta	1.11	0.96
P/E Ratio	31.71	24.41
Forward P/E	19.45	19.86
PEG Ratio	0.22	N/A
5Y Dividends CAGR	28.36%	N/A
5Y EPS CAGR	18.38%	28.94%
Debt to Equity	55.93%	119.24%
P/S Ratio	3.04	3.62
P/B Ratio	4.06	5.29

Net Assets

XMMO

$7.20B

Winner

FELC

$8B

Expense Ratio

XMMO

0.35%

Winner

FELC

0.18%

Max Drawdown

XMMO

55.37%

Winner

FELC

18.95%

Sharpe Ratio

XMMO

0.98

Winner

FELC

1.59

5Y Beta

XMMO

1.11

Winner

FELC

0.96

P/E Ratio

XMMO

31.71

Winner

FELC

24.41

Forward P/E

Winner

XMMO

19.45

FELC

19.86

PEG Ratio

XMMO

0.22

FELC

N/A

5Y Dividends CAGR

XMMO

28.36%

FELC

N/A

5Y EPS CAGR

XMMO

18.38%

Winner

FELC

28.94%

Debt to Equity

Winner

XMMO

55.93%

FELC

119.24%

P/S Ratio

Winner

XMMO

3.04

FELC

3.62

P/B Ratio

Winner

XMMO

4.06

FELC

5.29

XMMO vs FELC - Holdings Comparison

XMMO and FELC have 9 common holdings. Overlap is 0.66%

XMMO's top 25 holdings weight is 57.64%. FELC's top 25 holdings weight is 54.13%.

Rank	XMMO	FELC
#1	CURTISS-WRIGHT CORP (CW) - 4.09%	NVIDIA CORP (NVDA) - 8.03%
#2	TECHNIPFMC PLC (n/a) - 3.68%	APPLE INC (AAPL) - 7.15%
#3	ATI INC (ATI) - 3.41%	MICROSOFT CORP (MSFT) - 4.92%
#4	STERLING INFRASTRUCTURE INC (STRL) - 3.10%	AMAZON.COM INC (AMZN) - 4.20%
#5	WOODWARD INC (WWD) - 2.96%	ALPHABET INC CLASS A (GOOGL) - 3.73%
#6	NVENT ELECTRIC PLC (NVT) - 2.65%	BROADCOM INC (AVGO) - 3.01%
#7	CARPENTER TECHNOLOGY CORP (CRS) - 2.46%	ALPHABET INC CLASS C (GOOG) - 2.43%
#8	TTM TECHNOLOGIES INC (TTMI) - 2.46%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.92%
#9	ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 2.42%	META PLATFORMS INC CLASS A (META) - 1.91%
#10	MKS INC (MKSI) - 2.40%	JPMORGAN CHASE & CO (JPM) - 1.90%
#11	ROYAL GOLD INC (RGLD) - 2.31%	MICRON TECHNOLOGY INC (MU) - 1.58%
#12	FABRINET (FN) - 2.21%	ELI LILLY AND CO (LLY) - 1.38%
#13	MASTEC INC (MTZ) - 2.11%	MASTERCARD INC CLASS A (MA) - 1.17%
#14	ARROWHEAD PHARMACEUTICALS INC (ARWR) - 2.04%	GE AEROSPACE (GE) - 1.11%
#15	MUELLER INDUSTRIES INC (MLI) - 2.02%	UNITEDHEALTH GROUP INC (UNH) - 1.01%
#16	NEXTPOWER INC CLASS A (NXT) - 2.01%	BANK OF AMERICA CORP (BAC) - 1.00%
#17	BWX TECHNOLOGIES INC (BWXT) - 1.84%	EXXONMOBIL HOLDINGS CORP (XOM) - 0.93%
#18	RBC BEARINGS INC (RBC) - 1.80%	CISCO SYSTEMS INC (CSCO) - 0.90%
#19	API GROUP CORP (APG) - 1.78%	RTX CORP (RTX) - 0.89%
#20	HECLA MINING CO (HL) - 1.73%	ABBVIE INC (ABBV) - 0.88%
#21	DYCOM INDUSTRIES INC (DY) - 1.72%	TESLA INC (TSLA) - 0.86%
#22	W.P. CAREY INC (WPC) - 1.70%	WELLS FARGO & CO (WFC) - 0.86%
#23	RB GLOBAL INC (RBA) - 1.64%	AMPHENOL CORP CLASS A (APH) - 0.82%
#24	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 1.56%	CHARLES SCHWAB CORP (SCHW) - 0.78%
#25	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.54%	LAM RESEARCH CORP (LRCX) - 0.76%
Total Holdings	77	285

XMMO vs FELC - Historical Returns

Returns include dividend reinvestment.

Period	XMMO	FELC
1 month	-0.22%	+3.26%
3 months	-3.54%	+6.89%
6 months	+10.42%	+14.73%
1 year	+25.25%	+25.50%
5 years(CAGR)	+14.16%	N/A
10 years(CAGR)	+18.46%	N/A
Max(CAGR)	+12.33%	+23.98%

XMMO

-0.22%

Winner

FELC

+3.26%

XMMO

-3.54%

Winner

FELC

+6.89%

XMMO

+10.42%

Winner

FELC

+14.73%

XMMO

+25.25%

Winner

FELC

+25.50%

5Y(CAGR)

XMMO

+14.16%

FELC

N/A

10Y(CAGR)

XMMO

+18.46%

FELC

N/A

Max(CAGR)

XMMO

+12.33%

Winner

FELC

+23.98%

XMMO vs FELC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XMMO	FELC
2026	+15.13%	+15.60%
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 -7.28%.

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	-13.91% Jun 22, 2026 - Jul 29, 2026	-2.96% Oct 6, 2025 - Oct 24, 2025
#9	-11.58% Feb 12, 2021 - Apr 26, 2021	-2.92% Jan 12, 2026 - Feb 2, 2026
#10	-10.47% Apr 26, 2021 - Oct 20, 2021	-2.79% Jul 15, 2026 - Aug 3, 2026
#11	-9.79% Sep 5, 2014 - Nov 21, 2014	-2.47% Dec 11, 2025 - Dec 23, 2025
#12	-9.74% Mar 7, 2005 - Jun 16, 2005	-2.43% Nov 11, 2024 - Nov 29, 2024
#13	-9.59% Jan 26, 2018 - Mar 7, 2018	-2.41% Oct 18, 2024 - Nov 6, 2024
#14	-9.50% Jul 19, 2007 - Sep 19, 2007	-2.30% Jul 28, 2025 - Aug 8, 2025
#15	-8.69% Jul 16, 2024 - Sep 19, 2024	-1.91% Dec 28, 2023 - Jan 10, 2024

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	0.31%	0.43%
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%