XMVM vs IBTO

Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF).

XMVM vs IBTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XMVM(ETF)	IBTO(ETF)
Net Assets	$455M	$454M
Expense Ratio	0.39%	0.07%
Max Drawdown	63.81%	9.04%
Sharpe Ratio	1.61	-0.14
5Y Beta	0.88	-0.01
P/E Ratio	12.33	N/A
Forward P/E	11.35	N/A
PEG Ratio	0.12	N/A
5Y Dividends CAGR	24.45%	N/A
5Y EPS CAGR	10.60%	N/A
Debt to Equity	40.99%	N/A
P/S Ratio	0.72	N/A
P/B Ratio	1.50	N/A

Net Assets

Winner

XMVM

$455M

IBTO

$454M

Expense Ratio

XMVM

0.39%

Winner

IBTO

0.07%

Max Drawdown

XMVM

63.81%

Winner

IBTO

9.04%

Sharpe Ratio

Winner

XMVM

1.61

IBTO

-0.14

5Y Beta

XMVM

0.88

Winner

IBTO

-0.01

P/E Ratio

XMVM

12.33

IBTO

N/A

Forward P/E

XMVM

11.35

IBTO

N/A

PEG Ratio

XMVM

0.12

IBTO

N/A

5Y Dividends CAGR

XMVM

24.45%

IBTO

N/A

5Y EPS CAGR

XMVM

10.60%

IBTO

N/A

Debt to Equity

XMVM

40.99%

IBTO

N/A

P/S Ratio

XMVM

0.72

IBTO

N/A

P/B Ratio

XMVM

1.50

IBTO

N/A

XMVM vs IBTO - Historical Returns

Returns include dividend reinvestment.

Period	XMVM	IBTO
1 month	+0.58%	-0.59%
3 months	+4.67%	-1.86%
6 months	+10.90%	-0.92%
1 year	+32.06%	+3.24%
5 years(CAGR)	+9.83%	N/A
10 years(CAGR)	+11.79%	N/A
Max(CAGR)	+9.40%	+2.69%

Winner

XMVM

+0.58%

IBTO

-0.59%

Winner

XMVM

+4.67%

IBTO

-1.86%

Winner

XMVM

+10.90%

IBTO

-0.92%

Winner

XMVM

+32.06%

IBTO

+3.24%

5Y(CAGR)

XMVM

+9.83%

IBTO

N/A

10Y(CAGR)

XMVM

+11.79%

IBTO

N/A

Max(CAGR)

Winner

XMVM

+9.40%

IBTO

+2.69%

XMVM vs IBTO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XMVM	IBTO
2026	+8.03%	-0.88%
2025	+19.49%	+8.05%
2024	+12.02%	-0.45%
2023	+18.01%	+1.71%
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 IBTO Drawdown Comparison

The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.

The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.

The current XMVM drawdown is -0.27%. The current IBTO drawdown is -2.97%.

Rank	XMVM	IBTO
#1	-62.84% Jul 13, 2007 - Feb 1, 2013	-8.35% Jul 19, 2023 - Dec 14, 2023
#2	-45.05% Jan 16, 2020 - Nov 24, 2020	-6.91% Sep 16, 2024 - Aug 1, 2025
#3	-24.13% Nov 25, 2024 - Aug 27, 2025	-5.50% Dec 27, 2023 - Jul 31, 2024
#4	-22.69% Jan 14, 2022 - Dec 14, 2023	-3.65% Feb 27, 2026 - May 19, 2026
#5	-19.55% Mar 23, 2015 - Jun 3, 2016	-1.86% Jun 30, 2023 - Jul 13, 2023
#6	-16.82% Aug 20, 2018 - Apr 1, 2019	-1.61% Aug 5, 2024 - Aug 21, 2024
#7	-13.19% May 7, 2021 - Nov 5, 2021	-1.38% Nov 26, 2025 - Feb 12, 2026
#8	-11.85% Jul 24, 2019 - Sep 11, 2019	-1.18% Oct 22, 2025 - Nov 25, 2025
#9	-11.06% Sep 5, 2014 - Nov 25, 2014	-1.03% Sep 11, 2025 - Oct 14, 2025
#10	-9.21% Jul 31, 2024 - Oct 14, 2024	-0.75% Aug 21, 2024 - Sep 4, 2024
#11	-9.18% Feb 6, 2026 - Apr 30, 2026	-0.59% Aug 4, 2025 - Aug 22, 2025
#12	-8.51% Nov 23, 2021 - Jan 4, 2022	-0.52% Jul 13, 2023 - Jul 19, 2023
#13	-8.27% Jan 26, 2018 - Aug 6, 2018	-0.32% Dec 14, 2023 - Dec 20, 2023
#14	-7.78% Aug 3, 2005 - Nov 18, 2005	-0.31% Aug 28, 2025 - Sep 3, 2025
#15	-7.59% Mar 1, 2017 - Jan 11, 2018	-0.28% Dec 20, 2023 - Dec 27, 2023

Correlation

Correlation between XMVM and IBTO is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2005 - 2026)

XMVM vs IBTO dividend yield comparison.

Year	XMVM	IBTO
2026	0.59%	1.72%
2025	2.07%	4.05%
2024	1.43%	4.23%
2023	1.57%	1.66%
2022	1.76%	0.00%
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%