XMMO vs SHYG
Comparison between INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).
5-Year PerformanceXMMO has outperformed SHYG, delivering a return of +16.4% compared to +4.9%
XMMO vs SHYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XMMO vs SHYG - Historical Returns
Returns include dividend reinvestment.
XMMO vs SHYG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XMMO | SHYG |
|---|---|---|
| 2026 | +22.20% | +1.82% |
| 2025 | +12.76% | +7.71% |
| 2024 | +39.61% | +8.38% |
| 2023 | +22.48% | +10.24% |
| 2022 | -16.03% | -4.63% |
| 2021 | +18.27% | +4.78% |
| 2020 | +28.91% | +2.98% |
| 2019 | +37.05% | +10.08% |
| 2018 | +5.03% | +0.04% |
| 2017 | +35.95% | +4.86% |
| 2016 | +6.51% | +12.94% |
| 2015 | -3.76% | -3.10% |
| 2014 | +11.42% | +0.23% |
| 2013 | +25.37% | +1.99% |
| 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 SHYG Drawdown Comparison
The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.
The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current XMMO drawdown is -0.24%.
| Rank | XMMO | SHYG |
|---|---|---|
| #1 | -55.37% Dec 10, 2007 - Jan 22, 2013 | -19.27% Feb 14, 2020 - Nov 17, 2020 |
| #2 | -36.73% Feb 19, 2020 - Aug 3, 2020 | -10.32% May 29, 2015 - Jul 8, 2016 |
| #3 | -27.91% Nov 8, 2021 - Jan 30, 2024 | -9.39% Dec 27, 2021 - Jul 13, 2023 |
| #4 | -26.04% Jul 31, 2015 - Feb 8, 2017 | -5.15% Jun 23, 2014 - Apr 9, 2015 |
| #5 | -25.06% Sep 14, 2018 - Feb 25, 2019 | -5.04% Oct 1, 2018 - Jan 31, 2019 |
| #6 | -24.94% Nov 25, 2024 - Sep 11, 2025 | -4.53% Feb 28, 2025 - May 12, 2025 |
| #7 | -15.52% May 8, 2006 - Dec 4, 2006 | -2.69% Oct 24, 2016 - Dec 6, 2016 |
| #8 | -11.58% Feb 12, 2021 - Apr 26, 2021 | -2.39% Sep 1, 2023 - Nov 3, 2023 |
| #9 | -10.47% Apr 26, 2021 - Oct 20, 2021 | -1.86% Jan 26, 2018 - Apr 12, 2018 |
| #10 | -9.79% Sep 5, 2014 - Nov 21, 2014 | -1.75% Feb 2, 2026 - Apr 8, 2026 |
| #11 | -9.74% Mar 7, 2005 - Jun 16, 2005 | -1.74% Mar 27, 2024 - May 3, 2024 |
| #12 | -9.59% Jan 26, 2018 - Mar 7, 2018 | -1.61% Nov 5, 2021 - Dec 23, 2021 |
| #13 | -9.50% Jul 19, 2007 - Sep 19, 2007 | -1.57% Mar 1, 2017 - Apr 20, 2017 |
| #14 | -8.69% Jul 16, 2024 - Sep 19, 2024 | -1.48% May 3, 2019 - Jun 18, 2019 |
| #15 | -8.46% Oct 31, 2007 - Dec 10, 2007 | -1.38% Oct 20, 2017 - Jan 3, 2018 |
Correlation
Correlation between XMMO and SHYG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
XMMO vs SHYG dividend yield comparison.
| Year | XMMO | SHYG |
|---|---|---|
| 2026 | 0.15% | 2.92% |
| 2025 | 0.78% | 7.03% |
| 2024 | 0.34% | 6.93% |
| 2023 | 0.80% | 6.54% |
| 2022 | 1.43% | 5.57% |
| 2021 | 0.41% | 4.83% |
| 2020 | 0.61% | 5.07% |
| 2019 | 0.60% | 5.33% |
| 2018 | 0.19% | 5.90% |
| 2017 | 0.21% | 5.49% |
| 2016 | 0.22% | 5.53% |
| 2015 | 0.64% | 5.17% |
| 2014 | 1.24% | 4.33% |
| 2013 | 1.30% | 0.85% |
| 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% |
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