XMVM vs AVSD
Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and AVANTIS RESPONSIBLE INTERNATIONAL EQUITY ETF (AVSD, ETF).
XMVM vs AVSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMVM
$475M
AVSD
$475M
Expense Ratio
XMVM
0.39%
Winner
AVSD
0.23%
Max Drawdown
XMVM
63.81%
Winner
AVSD
26.06%
Sharpe Ratio
Winner
XMVM
1.65
AVSD
1.12
5Y Beta
XMVM
0.86
Winner
AVSD
0.76
P/E Ratio
XMVM
12.95
AVSD
N/A
Forward P/E
XMVM
11.37
AVSD
N/A
PEG Ratio
XMVM
0.10
AVSD
N/A
5Y Dividends CAGR
XMVM
25.64%
AVSD
N/A
5Y EPS CAGR
XMVM
10.97%
AVSD
N/A
Debt to Equity
XMVM
37.05%
AVSD
N/A
P/S Ratio
XMVM
0.84
AVSD
N/A
P/B Ratio
XMVM
1.52
AVSD
N/A
XMVM vs AVSD - Holdings Comparison
XMVM and AVSD have 1 common holdings. Overlap is 0.00%
XMVM's top 25 holdings weight is 43.14%. AVSD's top 25 holdings weight is 15.85%.
| Rank | XMVM | AVSD |
|---|---|---|
| #1 | PBF ENERGY INC CLASS A (PBF) - 3.40% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.09% |
| #2 | MACY'S INC (M) - 2.39% | HSBC HOLDINGS PLC ADR (HSBC) - 1.09% |
| #3 | HF SINCLAIR CORP (DINO) - 2.10% | ASML HOLDING NV ADR (ASML) - 1.02% |
| #4 | AUTONATION INC (AN) - 1.98% | NOVARTIS AG ADR (NVS) - 0.86% |
| #5 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.95% | ROYAL BANK OF CANADA (n/a) - 0.77% |
| #6 | LEAR CORP (LEA) - 1.89% | n/a (CLS) - 0.71% |
| #7 | AVNET INC (AVT) - 1.76% | VINCI SA (n/a) - 0.67% |
| #8 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.63% |
| #9 | ARROW ELECTRONICS INC (ARW) - 1.68% | GSK PLC ADR (GSK) - 0.61% |
| #10 | ALLY FINANCIAL INC (ALLY) - 1.64% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.59% |
| #11 | BANK OZK (OZK) - 1.64% | TOYOTA MOTOR CORP ADR (TM) - 0.59% |
| #12 | ASSOCIATED BANC-CORP (ASB) - 1.60% | UNICREDIT SPA (n/a) - 0.57% |
| #13 | CNX RESOURCES CORP (CNX) - 1.59% | SOFTBANK GROUP CORP (n/a) - 0.56% |
| #14 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.59% | SAFRAN SA (n/a) - 0.56% |
| #15 | GREIF INC CLASS A (GEF) - 1.57% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.55% |
| #16 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.56% | THE TORONTO-DOMINION BANK (TD) - 0.53% |
| #17 | JONES LANG LASALLE INC (JLL) - 1.53% | ASTRAZENECA PLC (AZN) - 0.52% |
| #18 | F N B CORP (FNB) - 1.51% | SOCIETE GENERALE SA (n/a) - 0.51% |
| #19 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.49% | TOKIO MARINE HOLDINGS INC (n/a) - 0.51% |
| #20 | TENET HEALTHCARE CORP (THC) - 1.48% | ADVANTEST CORP (n/a) - 0.50% |
| #21 | n/a (GHC) - 1.46% | BARCLAYS PLC ADR (BCS) - 0.50% |
| #22 | TOLL BROTHERS INC (TOL) - 1.43% | TOKYO ELECTRON LTD (n/a) - 0.50% |
| #23 | TD SYNNEX CORP (SNX) - 1.40% | AGNICO EAGLE MINES LTD (AEM) - 0.48% |
| #24 | ZIONS BANCORP NA (ZION) - 1.39% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.47% |
| #25 | VOYA FINANCIAL INC (VOYA) - 1.37% | ING GROEP NV ADR (ING) - 0.46% |
| Total Holdings | 82 | 2036 |
XMVM vs AVSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XMVM
+4.67%
AVSD
-0.46%
3M
Winner
XMVM
+7.51%
AVSD
+3.74%
6M
Winner
XMVM
+10.71%
AVSD
+6.32%
1Y
Winner
XMVM
+31.58%
AVSD
+21.77%
5Y(CAGR)
XMVM
+12.51%
Winner
AVSD
+12.96%
10Y(CAGR)
XMVM
+12.14%
AVSD
N/A
Max(CAGR)
XMVM
+9.64%
Winner
AVSD
+12.96%
XMVM vs AVSD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XMVM | AVSD |
|---|---|---|
| 2026 | +14.53% | +8.38% |
| 2025 | +19.49% | +37.44% |
| 2024 | +12.02% | +7.97% |
| 2023 | +18.01% | +16.86% |
| 2022 | -8.79% | -9.68% |
| 2021 | +38.13% | N/A |
| 2020 | +5.79% | N/A |
| 2019 | +30.77% | N/A |
| 2018 | -10.13% | N/A |
| 2017 | +1.49% | N/A |
| 2016 | +30.34% | N/A |
| 2015 | -7.21% | N/A |
| 2014 | +14.45% | N/A |
| 2013 | +36.61% | N/A |
| 2012 | +16.95% | N/A |
| 2011 | -1.86% | N/A |
| 2010 | +12.61% | N/A |
| 2009 | +21.72% | N/A |
| 2008 | -36.11% | N/A |
| 2007 | -0.16% | N/A |
| 2006 | +12.55% | N/A |
| 2005 | +10.42% | N/A |
XMVM vs AVSD Drawdown Comparison
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The maximum drawdown for AVSD was -25.57%, occurring on Oct 12, 2022. Recovery took 323 trading sessions.
The current XMVM drawdown is -0.74%. The current AVSD drawdown is -1.54%.
| Rank | XMVM | AVSD |
|---|---|---|
| #1 | -62.84% Jul 13, 2007 - Feb 1, 2013 | -25.57% Mar 29, 2022 - Jul 13, 2023 |
| #2 | -45.05% Jan 16, 2020 - Nov 24, 2020 | -13.30% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -24.13% Nov 25, 2024 - Aug 27, 2025 | -12.69% Jul 28, 2023 - Dec 14, 2023 |
| #4 | -22.69% Jan 14, 2022 - Dec 14, 2023 | -12.63% Feb 25, 2026 - Jun 15, 2026 |
| #5 | -19.55% Mar 23, 2015 - Jun 3, 2016 | -9.05% Sep 26, 2024 - Feb 26, 2025 |
| #6 | -16.82% Aug 20, 2018 - Apr 1, 2019 | -7.23% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -13.19% May 7, 2021 - Nov 5, 2021 | -5.39% Nov 12, 2025 - Dec 10, 2025 |
| #8 | -11.85% Jul 24, 2019 - Sep 11, 2019 | -4.76% Mar 27, 2024 - May 9, 2024 |
| #9 | -11.06% Sep 5, 2014 - Nov 25, 2014 | -3.80% Jul 23, 2025 - Aug 12, 2025 |
| #10 | -9.21% Jul 31, 2024 - Oct 14, 2024 | -3.68% Dec 27, 2023 - Feb 15, 2024 |
| #11 | -9.18% Feb 6, 2026 - Apr 30, 2026 | -3.60% Jun 6, 2024 - Jul 10, 2024 |
| #12 | -8.51% Nov 23, 2021 - Jan 4, 2022 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -8.27% Jan 26, 2018 - Aug 6, 2018 | -3.06% Jul 6, 2026 - Jul 20, 2026 |
| #14 | -7.78% Aug 3, 2005 - Nov 18, 2005 | -3.05% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -7.59% Mar 1, 2017 - Jan 11, 2018 | -2.86% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between XMVM and AVSD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
XMVM vs AVSD dividend yield comparison.
| Year | XMVM | AVSD |
|---|---|---|
| 2026 | 0.99% | 1.40% |
| 2025 | 2.07% | 2.54% |
| 2024 | 1.43% | 3.25% |
| 2023 | 1.57% | 2.53% |
| 2022 | 1.76% | 1.35% |
| 2021 | 1.10% | 0.00% |
| 2020 | 1.37% | 0.00% |
| 2019 | 1.73% | 0.00% |
| 2018 | 2.87% | 0.00% |
| 2017 | 2.22% | 0.00% |
| 2016 | 2.27% | 0.00% |
| 2015 | 2.58% | 0.00% |
| 2014 | 1.52% | 0.00% |
| 2013 | 1.39% | 0.00% |
| 2012 | 2.14% | 0.00% |
| 2011 | 1.17% | 0.00% |
| 2010 | 0.95% | 0.00% |
| 2009 | 2.03% | 0.00% |
| 2008 | 2.50% | 0.00% |
| 2007 | 1.24% | 0.00% |
| 2006 | 1.27% | 0.00% |
| 2005 | 1.45% | 0.00% |
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