XMVM vs AVSU
Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF).
XMVM vs AVSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMVM
$475M
Winner
AVSU
$476M
Expense Ratio
XMVM
0.39%
Winner
AVSU
0.15%
Max Drawdown
XMVM
63.81%
Winner
AVSU
22.13%
Sharpe Ratio
Winner
XMVM
1.65
AVSU
1.55
5Y Beta
Winner
XMVM
0.86
AVSU
1.01
P/E Ratio
Winner
XMVM
12.95
AVSU
25.10
Forward P/E
Winner
XMVM
11.37
AVSU
17.75
PEG Ratio
XMVM
0.10
AVSU
N/A
5Y Dividends CAGR
XMVM
25.64%
AVSU
N/A
5Y EPS CAGR
XMVM
10.97%
Winner
AVSU
23.53%
Debt to Equity
Winner
XMVM
37.05%
AVSU
47.58%
P/S Ratio
Winner
XMVM
0.84
AVSU
2.51
P/B Ratio
Winner
XMVM
1.52
AVSU
4.37
XMVM vs AVSU - Holdings Comparison
XMVM and AVSU have 50 common holdings. Overlap is 2.61%
XMVM's top 25 holdings weight is 43.14%. AVSU's top 25 holdings weight is 44.48%.
| Rank | XMVM | AVSU |
|---|---|---|
| #1 | PBF ENERGY INC CLASS A (PBF) - 3.40% | APPLE INC (AAPL) - 6.07% |
| #2 | MACY'S INC (M) - 2.39% | NVIDIA CORP (NVDA) - 5.45% |
| #3 | HF SINCLAIR CORP (DINO) - 2.10% | MICROSOFT CORP (MSFT) - 3.73% |
| #4 | AUTONATION INC (AN) - 1.98% | AMAZON.COM INC (AMZN) - 3.33% |
| #5 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.95% | MICRON TECHNOLOGY INC (MU) - 2.89% |
| #6 | LEAR CORP (LEA) - 1.89% | ALPHABET INC CLASS A (GOOGL) - 2.85% |
| #7 | AVNET INC (AVT) - 1.76% | META PLATFORMS INC CLASS A (META) - 2.55% |
| #8 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% | ALPHABET INC CLASS C (GOOG) - 2.29% |
| #9 | ARROW ELECTRONICS INC (ARW) - 1.68% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #10 | ALLY FINANCIAL INC (ALLY) - 1.64% | BROADCOM INC (AVGO) - 1.43% |
| #11 | BANK OZK (OZK) - 1.64% | APPLIED MATERIALS INC (AMAT) - 1.32% |
| #12 | ASSOCIATED BANC-CORP (ASB) - 1.60% | LAM RESEARCH CORP (LRCX) - 1.25% |
| #13 | CNX RESOURCES CORP (CNX) - 1.59% | ADVANCED MICRO DEVICES INC (AMD) - 1.05% |
| #14 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.59% | KLA CORP (KLAC) - 0.93% |
| #15 | GREIF INC CLASS A (GEF) - 1.57% | THE GOLDMAN SACHS GROUP INC (GS) - 0.86% |
| #16 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.56% | WALMART INC (WMT) - 0.83% |
| #17 | JONES LANG LASALLE INC (JLL) - 1.53% | ELI LILLY AND CO (LLY) - 0.82% |
| #18 | F N B CORP (FNB) - 1.51% | VISA INC CLASS A (V) - 0.79% |
| #19 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.49% | JOHNSON & JOHNSON (JNJ) - 0.75% |
| #20 | TENET HEALTHCARE CORP (THC) - 1.48% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #21 | n/a (GHC) - 1.46% | MERCK & CO INC (MRK) - 0.69% |
| #22 | TOLL BROTHERS INC (TOL) - 1.43% | MORGAN STANLEY (MS) - 0.61% |
| #23 | TD SYNNEX CORP (SNX) - 1.40% | INTEL CORP (INTC) - 0.60% |
| #24 | ZIONS BANCORP NA (ZION) - 1.39% | CITIGROUP INC (C) - 0.58% |
| #25 | VOYA FINANCIAL INC (VOYA) - 1.37% | BANK OF AMERICA CORP (BAC) - 0.57% |
| Total Holdings | 82 | 1245 |
XMVM vs AVSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XMVM
+4.67%
AVSU
-0.13%
3M
XMVM
+7.51%
Winner
AVSU
+8.63%
6M
XMVM
+10.71%
Winner
AVSU
+13.03%
1Y
Winner
XMVM
+31.58%
AVSU
+27.71%
5Y(CAGR)
XMVM
+12.51%
Winner
AVSU
+14.04%
10Y(CAGR)
XMVM
+12.14%
AVSU
N/A
Max(CAGR)
XMVM
+9.64%
Winner
AVSU
+14.04%
XMVM vs AVSU - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XMVM | AVSU |
|---|---|---|
| 2026 | +14.53% | +15.14% |
| 2025 | +19.49% | +16.97% |
| 2024 | +12.02% | +19.95% |
| 2023 | +18.01% | +24.62% |
| 2022 | -8.79% | -11.70% |
| 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 AVSU Drawdown Comparison
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.
The current XMVM drawdown is -0.74%. The current AVSU drawdown is -0.68%.
| Rank | XMVM | AVSU |
|---|---|---|
| #1 | -62.84% Jul 13, 2007 - Feb 1, 2013 | -21.67% Mar 29, 2022 - Dec 8, 2023 |
| #2 | -45.05% Jan 16, 2020 - Nov 24, 2020 | -20.16% Dec 4, 2024 - Jul 2, 2025 |
| #3 | -24.13% Nov 25, 2024 - Aug 27, 2025 | -10.06% Feb 9, 2026 - Apr 14, 2026 |
| #4 | -22.69% Jan 14, 2022 - Dec 14, 2023 | -9.03% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -19.55% Mar 23, 2015 - Jun 3, 2016 | -6.57% Mar 28, 2024 - May 15, 2024 |
| #6 | -16.82% Aug 20, 2018 - Apr 1, 2019 | -4.90% Oct 28, 2025 - Nov 26, 2025 |
| #7 | -13.19% May 7, 2021 - Nov 5, 2021 | -3.70% Jun 2, 2026 - Jun 15, 2026 |
| #8 | -11.85% Jul 24, 2019 - Sep 11, 2019 | -3.39% Oct 6, 2025 - Oct 21, 2025 |
| #9 | -11.06% Sep 5, 2014 - Nov 25, 2014 | -2.72% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -9.21% Jul 31, 2024 - Oct 14, 2024 | -2.63% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -9.18% Feb 6, 2026 - Apr 30, 2026 | -2.58% Dec 28, 2023 - Jan 19, 2024 |
| #12 | -8.51% Nov 23, 2021 - Jan 4, 2022 | -2.57% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -8.27% Jan 26, 2018 - Aug 6, 2018 | -2.51% May 14, 2026 - May 22, 2026 |
| #14 | -7.78% Aug 3, 2005 - Nov 18, 2005 | -2.45% Nov 11, 2024 - Nov 25, 2024 |
| #15 | -7.59% Mar 1, 2017 - Jan 11, 2018 | -2.14% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between XMVM and AVSU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
XMVM vs AVSU dividend yield comparison.
| Year | XMVM | AVSU |
|---|---|---|
| 2026 | 0.99% | 0.43% |
| 2025 | 2.07% | 1.03% |
| 2024 | 1.43% | 1.22% |
| 2023 | 1.57% | 1.22% |
| 2022 | 1.76% | 0.99% |
| 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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