XMVM vs GRNJ
Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF (GRNJ, ETF).
XMVM vs GRNJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMVM
$455M
Winner
GRNJ
$455M
Expense Ratio
Winner
XMVM
0.39%
GRNJ
0.75%
Max Drawdown
XMVM
63.81%
Winner
GRNJ
17.32%
Sharpe Ratio
Winner
XMVM
1.61
GRNJ
1.43
5Y Beta
Winner
XMVM
0.88
GRNJ
1.96
P/E Ratio
Winner
XMVM
12.33
GRNJ
44.54
Forward P/E
Winner
XMVM
11.35
GRNJ
20.27
PEG Ratio
XMVM
0.12
GRNJ
N/A
5Y Dividends CAGR
XMVM
24.45%
GRNJ
N/A
5Y EPS CAGR
XMVM
10.60%
Winner
GRNJ
18.50%
Debt to Equity
Winner
XMVM
40.99%
GRNJ
65.27%
P/S Ratio
Winner
XMVM
0.72
GRNJ
3.60
P/B Ratio
Winner
XMVM
1.50
GRNJ
4.72
XMVM vs GRNJ - Holdings Comparison
XMVM and GRNJ have 6 common holdings. Overlap is 6.56%
XMVM's top 25 holdings weight is 44.57%. GRNJ's top 25 holdings weight is 54.71%.
| Rank | XMVM | GRNJ |
|---|---|---|
| #1 | TD SYNNEX CORP (SNX) - 3.13% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.07% |
| #2 | LEAR CORP (LEA) - 2.97% | BLOOM ENERGY CORP CLASS A (BE) - 2.90% |
| #3 | HF SINCLAIR CORP (DINO) - 2.39% | ROCKET LAB CORP (RKLB) - 2.87% |
| #4 | n/a (BHF) - 2.18% | STERLING INFRASTRUCTURE INC (STRL) - 2.80% |
| #5 | VALARIS LTD (VAL) - 2.01% | IONQ INC CLASS A (IONQ) - 2.77% |
| #6 | MACY'S INC (M) - 1.96% | ON SEMICONDUCTOR CORP (ON) - 2.70% |
| #7 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.91% | SANMINA CORP (SANM) - 2.58% |
| #8 | PBF ENERGY INC CLASS A (PBF) - 1.85% | RIOT PLATFORMS INC (RIOT) - 2.48% |
| #9 | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.78% | LATTICE SEMICONDUCTOR CORP (LSCC) - 2.32% |
| #10 | n/a (GHC) - 1.77% | LUMENTUM HOLDINGS INC (LITE) - 2.27% |
| #11 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.71% | COMFORT SYSTEMS USA INC (FIX) - 2.08% |
| #12 | BANK OZK (OZK) - 1.68% | IES HOLDINGS INC (IESC) - 2.07% |
| #13 | VALLEY NATIONAL BANCORP (VLY) - 1.61% | ENERSYS (ENS) - 2.06% |
| #14 | RYDER SYSTEM INC (R) - 1.58% | n/a (GLXY) - 2.04% |
| #15 | VISTEON CORP (VC) - 1.57% | HF SINCLAIR CORP (DINO) - 2.03% |
| #16 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.51% | FABRINET (FN) - 1.96% |
| #17 | UNUM GROUP (UNM) - 1.49% | CARPENTER TECHNOLOGY CORP (CRS) - 1.83% |
| #18 | AUTONATION INC (AN) - 1.48% | UNITED THERAPEUTICS CORP (UTHR) - 1.81% |
| #19 | ZIONS BANCORP NA (ZION) - 1.46% | EVERPURE INC CLASS A (P) - 1.80% |
| #20 | WEBSTER FINANCIAL CORP (WBS) - 1.46% | MUELLER INDUSTRIES INC (MLI) - 1.76% |
| #21 | UNITED BANKSHARES INC (UBSI) - 1.46% | VALMONT INDUSTRIES INC (VMI) - 1.74% |
| #22 | CNO FINANCIAL GROUP INC (CNO) - 1.41% | n/a (MP) - 1.74% |
| #23 | WESCO INTERNATIONAL INC (WCC) - 1.41% | EXELIXIS INC (EXEL) - 1.71% |
| #24 | F N B CORP (FNB) - 1.40% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.70% |
| #25 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.39% | CURTISS-WRIGHT CORP (CW) - 1.62% |
| Total Holdings | 81 | 61 |
XMVM vs GRNJ - Historical Returns
Returns include dividend reinvestment.
1M
XMVM
+0.58%
Winner
GRNJ
+1.83%
3M
XMVM
+4.67%
Winner
GRNJ
+17.09%
6M
XMVM
+10.90%
Winner
GRNJ
+15.85%
1Y
XMVM
+32.06%
GRNJ
N/A
5Y(CAGR)
XMVM
+9.83%
GRNJ
N/A
10Y(CAGR)
XMVM
+11.79%
GRNJ
N/A
Max(CAGR)
XMVM
+9.40%
Winner
GRNJ
+52.85%
XMVM vs GRNJ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XMVM | GRNJ |
|---|---|---|
| 2026 | +8.03% | +15.94% |
| 2025 | +19.49% | +5.14% |
| 2024 | +12.02% | N/A |
| 2023 | +18.01% | N/A |
| 2022 | -8.79% | N/A |
| 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 GRNJ Drawdown Comparison
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The maximum drawdown for GRNJ was -17.32%, occurring on Mar 30, 2026. Recovery took 63 trading sessions.
The current XMVM drawdown is -0.27%. The current GRNJ drawdown is -6.07%.
| Rank | XMVM | GRNJ |
|---|---|---|
| #1 | -62.84% Jul 13, 2007 - Feb 1, 2013 | -17.32% Jan 16, 2026 - Apr 20, 2026 |
| #2 | -45.05% Jan 16, 2020 - Nov 24, 2020 | -8.21% Dec 11, 2025 - Jan 6, 2026 |
| #3 | -24.13% Nov 25, 2024 - Aug 27, 2025 | -6.49% May 14, 2026 - May 26, 2026 |
| #4 | -22.69% Jan 14, 2022 - Dec 14, 2023 | -6.07% Jun 2, 2026 - Jun 5, 2026 |
| #5 | -19.55% Mar 23, 2015 - Jun 3, 2016 | -4.48% Nov 19, 2025 - Nov 24, 2025 |
| #6 | -16.82% Aug 20, 2018 - Apr 1, 2019 | -3.28% May 6, 2026 - May 14, 2026 |
| #7 | -13.19% May 7, 2021 - Nov 5, 2021 | -2.86% Apr 22, 2026 - Apr 30, 2026 |
| #8 | -11.85% Jul 24, 2019 - Sep 11, 2019 | -1.72% Nov 28, 2025 - Dec 4, 2025 |
| #9 | -11.06% Sep 5, 2014 - Nov 25, 2014 | -1.34% Jan 6, 2026 - Jan 12, 2026 |
| #10 | -9.21% Jul 31, 2024 - Oct 14, 2024 | -1.00% Apr 20, 2026 - Apr 22, 2026 |
| #11 | -9.18% Feb 6, 2026 - Apr 30, 2026 | -0.56% Jan 13, 2026 - Jan 15, 2026 |
| #12 | -8.51% Nov 23, 2021 - Jan 4, 2022 | -0.23% Dec 4, 2025 - Dec 8, 2025 |
| #13 | -8.27% Jan 26, 2018 - Aug 6, 2018 | N/A |
| #14 | -7.78% Aug 3, 2005 - Nov 18, 2005 | N/A |
| #15 | -7.59% Mar 1, 2017 - Jan 11, 2018 | N/A |
Correlation
Correlation between XMVM and GRNJ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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