XMVM vs DJD
Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF).
5-Year PerformanceXMVM has outperformed DJD, delivering a return of +11.2% compared to +10.9%
XMVM vs DJD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XMVM
$455M
DJD
$451M
Expense Ratio
XMVM
0.39%
Winner
DJD
0.07%
Max Drawdown
XMVM
63.81%
Winner
DJD
35.36%
Sharpe Ratio
XMVM
1.61
Winner
DJD
1.78
5Y Beta
XMVM
0.86
Winner
DJD
0.53
P/E Ratio
Winner
XMVM
12.79
DJD
20.80
Forward P/E
Winner
XMVM
11.49
DJD
17.54
PEG Ratio
Winner
XMVM
0.12
DJD
0.76
5Y Dividends CAGR
Winner
XMVM
24.45%
DJD
2.56%
5Y EPS CAGR
Winner
XMVM
10.38%
DJD
7.18%
Debt to Equity
XMVM
42.95%
Winner
DJD
-44.32%
P/S Ratio
Winner
XMVM
0.70
DJD
2.47
P/B Ratio
Winner
XMVM
1.52
DJD
4.34
XMVM vs DJD - Holdings Comparison
XMVM and DJD have 2 common holdings. Overlap is 0.02%
XMVM's top 25 holdings weight is 45.51%. DJD's top 25 holdings weight is 97.86%.
| Rank | XMVM | DJD |
|---|---|---|
| #1 | TD SYNNEX CORP (SNX) - 3.64% | VERIZON COMMUNICATIONS INC (VZ) - 9.43% |
| #2 | LEAR CORP (LEA) - 3.04% | UNITEDHEALTH GROUP INC (UNH) - 7.07% |
| #3 | HF SINCLAIR CORP (DINO) - 2.55% | CHEVRON CORP (CVX) - 6.60% |
| #4 | n/a (BHF) - 2.17% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.55% |
| #5 | PBF ENERGY INC CLASS A (PBF) - 2.09% | CISCO SYSTEMS INC (CSCO) - 6.13% |
| #6 | MACY'S INC (M) - 1.95% | MERCK & CO INC (MRK) - 4.84% |
| #7 | VALARIS LTD (VAL) - 1.93% | THE GOLDMAN SACHS GROUP INC (GS) - 4.79% |
| #8 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.79% | COCA-COLA CO (KO) - 4.65% |
| #9 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.77% | PROCTER & GAMBLE CO (PG) - 4.11% |
| #10 | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.76% | AMGEN INC (AMGN) - 3.99% |
| #11 | n/a (GHC) - 1.76% | THE HOME DEPOT INC (HD) - 3.85% |
| #12 | BANK OZK (OZK) - 1.69% | JPMORGAN CHASE & CO (JPM) - 3.70% |
| #13 | VISTEON CORP (VC) - 1.67% | NIKE INC CLASS B (NKE) - 3.66% |
| #14 | RYDER SYSTEM INC (R) - 1.64% | HONEYWELL INTERNATIONAL INC (HON) - 3.40% |
| #15 | VALLEY NATIONAL BANCORP (VLY) - 1.62% | JOHNSON & JOHNSON (JNJ) - 3.40% |
| #16 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.55% | 3M CO (MMM) - 3.29% |
| #17 | UNUM GROUP (UNM) - 1.48% | MCDONALD'S CORP (MCD) - 3.28% |
| #18 | AUTONATION INC (AN) - 1.47% | THE WALT DISNEY CO (DIS) - 2.52% |
| #19 | WEBSTER FINANCIAL CORP (WBS) - 1.46% | THE TRAVELERS COMPANIES INC (TRV) - 2.46% |
| #20 | UNITED BANKSHARES INC (UBSI) - 1.45% | AMERICAN EXPRESS CO (AXP) - 1.91% |
| #21 | ZIONS BANCORP NA (ZION) - 1.44% | CATERPILLAR INC (CAT) - 1.85% |
| #22 | CNO FINANCIAL GROUP INC (CNO) - 1.41% | MICROSOFT CORP (MSFT) - 1.79% |
| #23 | WESCO INTERNATIONAL INC (WCC) - 1.41% | SALESFORCE INC (CRM) - 1.65% |
| #24 | ARAMARK (ARMK) - 1.39% | VISA INC CLASS A (V) - 1.52% |
| #25 | F N B CORP (FNB) - 1.38% | SHERWIN-WILLIAMS CO (SHW) - 1.42% |
| Total Holdings | 81 | 30 |
XMVM vs DJD - Historical Returns
Returns include dividend reinvestment.
1M
XMVM
+1.99%
Winner
DJD
+2.74%
3M
Winner
XMVM
+8.01%
DJD
+4.14%
6M
XMVM
+7.61%
Winner
DJD
+10.83%
1Y
Winner
XMVM
+32.49%
DJD
+25.10%
5Y(CAGR)
Winner
XMVM
+11.20%
DJD
+10.86%
10Y(CAGR)
XMVM
+11.93%
Winner
DJD
+12.46%
Max(CAGR)
XMVM
+9.40%
Winner
DJD
+12.23%
XMVM vs DJD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XMVM | DJD |
|---|---|---|
| 2026 | +8.40% | +10.78% |
| 2025 | +19.49% | +15.83% |
| 2024 | +12.02% | +12.64% |
| 2023 | +18.01% | +9.13% |
| 2022 | -8.79% | -1.33% |
| 2021 | +38.13% | +23.83% |
| 2020 | +5.79% | +0.06% |
| 2019 | +30.77% | +22.32% |
| 2018 | -10.13% | -0.37% |
| 2017 | +1.49% | +20.68% |
| 2016 | +30.34% | +19.78% |
| 2015 | -7.21% | -0.12% |
| 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 DJD Drawdown Comparison
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current XMVM drawdown is -2.41%. The current DJD drawdown is -1.27%.
| Rank | XMVM | DJD |
|---|---|---|
| #1 | -62.84% Jul 13, 2007 - Feb 1, 2013 | -34.64% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -45.05% Jan 16, 2020 - Nov 24, 2020 | -19.95% Apr 20, 2022 - Dec 14, 2023 |
| #3 | -24.13% Nov 25, 2024 - Aug 27, 2025 | -14.03% Oct 3, 2018 - Feb 25, 2019 |
| #4 | -22.69% Jan 14, 2022 - Dec 14, 2023 | -12.29% Feb 28, 2025 - Jul 1, 2025 |
| #5 | -19.55% Mar 23, 2015 - Jun 3, 2016 | -11.95% Jan 26, 2018 - Sep 14, 2018 |
| #6 | -16.82% Aug 20, 2018 - Apr 1, 2019 | -9.95% Dec 29, 2015 - Mar 16, 2016 |
| #7 | -13.19% May 7, 2021 - Nov 5, 2021 | -6.72% Jan 12, 2022 - Mar 25, 2022 |
| #8 | -11.85% Jul 24, 2019 - Sep 11, 2019 | -6.72% Nov 29, 2024 - Feb 13, 2025 |
| #9 | -11.06% Sep 5, 2014 - Nov 25, 2014 | -6.68% Jul 29, 2019 - Nov 1, 2019 |
| #10 | -9.21% Jul 31, 2024 - Oct 14, 2024 | -6.17% Apr 23, 2019 - Jun 18, 2019 |
| #11 | -9.18% Feb 6, 2026 - Apr 30, 2026 | -5.68% Nov 3, 2021 - Dec 16, 2021 |
| #12 | -8.51% Nov 23, 2021 - Jan 4, 2022 | -5.65% Feb 11, 2026 - May 22, 2026 |
| #13 | -8.27% Jan 26, 2018 - Aug 6, 2018 | -5.34% Jan 14, 2021 - Feb 17, 2021 |
| #14 | -7.78% Aug 3, 2005 - Nov 18, 2005 | -5.30% May 10, 2021 - Nov 3, 2021 |
| #15 | -7.59% Mar 1, 2017 - Jan 11, 2018 | -5.15% Jun 23, 2016 - Jul 1, 2016 |
Correlation
Correlation between XMVM and DJD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
XMVM vs DJD dividend yield comparison.
| Year | XMVM | DJD |
|---|---|---|
| 2026 | 0.58% | 0.62% |
| 2025 | 2.07% | 2.62% |
| 2024 | 1.43% | 3.00% |
| 2023 | 1.57% | 3.49% |
| 2022 | 1.76% | 3.16% |
| 2021 | 1.10% | 2.82% |
| 2020 | 1.37% | 3.47% |
| 2019 | 1.73% | 2.80% |
| 2018 | 2.87% | 2.66% |
| 2017 | 2.22% | 2.75% |
| 2016 | 2.27% | 2.46% |
| 2015 | 2.58% | 0.08% |
| 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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