XMVM vs IDGT
Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF).
5-Year PerformanceXMVM has outperformed IDGT, delivering a return of +11.5% compared to +10.8%
XMVM vs IDGT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XMVM
$505M
IDGT
$503M
Expense Ratio
XMVM
0.39%
Winner
IDGT
0.37%
Max Drawdown
Winner
XMVM
63.81%
IDGT
77.95%
Sharpe Ratio
Winner
XMVM
1.54
IDGT
1.45
5Y Beta
Winner
XMVM
0.83
IDGT
0.98
P/E Ratio
Winner
XMVM
12.02
IDGT
20.02
Forward P/E
Winner
XMVM
11.29
IDGT
25.12
PEG Ratio
XMVM
0.08
IDGT
N/A
5Y Dividends CAGR
Winner
XMVM
25.64%
IDGT
25.06%
5Y EPS CAGR
XMVM
13.07%
Winner
IDGT
15.71%
Debt to Equity
Winner
XMVM
35.93%
IDGT
468.83%
P/S Ratio
Winner
XMVM
0.84
IDGT
3.12
P/B Ratio
Winner
XMVM
1.52
IDGT
6.44
XMVM vs IDGT - Holdings Comparison
XMVM and IDGT have 1 common holdings. Overlap is 0.00%
XMVM's top 25 holdings weight is 44.43%. IDGT's top 25 holdings weight is 99.87%.
| Rank | XMVM | IDGT |
|---|---|---|
| #1 | PBF ENERGY INC CLASS A (PBF) - 4.22% | EQUINIX INC (EQIX) - 9.19% |
| #2 | HF SINCLAIR CORP (DINO) - 2.31% | DIGITAL REALTY TRUST INC (DLR) - 9.05% |
| #3 | MACY'S INC (M) - 2.26% | AMERICAN TOWER CORP (AMT) - 8.40% |
| #4 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 2.03% | UNITI GROUP INC (UNIT) - 6.35% |
| #5 | TENET HEALTHCARE CORP (THC) - 2.01% | FASTLY INC CLASS A (FSLY) - 5.91% |
| #6 | AVNET INC (AVT) - 1.85% | CROWN CASTLE INC (CCI) - 5.35% |
| #7 | AUTONATION INC (AN) - 1.85% | ARISTA NETWORKS INC (ANET) - 5.19% |
| #8 | GREIF INC CLASS A (GEF) - 1.80% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 5.13% |
| #9 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.75% | SUPER MICRO COMPUTER INC (SMCI) - 4.42% |
| #10 | JONES LANG LASALLE INC (JLL) - 1.68% | NETAPP INC (NTAP) - 4.37% |
| #11 | ARROW ELECTRONICS INC (ARW) - 1.68% | CISCO SYSTEMS INC (CSCO) - 4.18% |
| #12 | CNX RESOURCES CORP (CNX) - 1.64% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.09% |
| #13 | LEAR CORP (LEA) - 1.61% | QUALCOMM INC (QCOM) - 3.87% |
| #14 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.60% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.55% |
| #15 | ASSOCIATED BANC-CORP (ASB) - 1.59% | CIENA CORP (CIEN) - 3.49% |
| #16 | BANK OZK (OZK) - 1.57% | EXTREME NETWORKS INC (EXTR) - 3.44% |
| #17 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.53% | CALIX INC (CALX) - 3.08% |
| #18 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.52% | NOKIA OYJ ADR (NOK) - 3.06% |
| #19 | ALLY FINANCIAL INC (ALLY) - 1.49% | VISTANCE NETWORKS INC (VISN) - 2.55% |
| #20 | F N B CORP (FNB) - 1.47% | TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.25% |
| #21 | THE HANOVER INSURANCE GROUP INC (THG) - 1.42% | A10 NETWORKS INC (ATEN) - 1.81% |
| #22 | TD SYNNEX CORP (SNX) - 1.41% | ADTRAN HOLDINGS INC (ADTN) - 0.40% |
| #23 | n/a (GHC) - 1.40% | CLEARFIELD INC (CLFD) - 0.28% |
| #24 | UGI CORP (UGI) - 1.39% | UBIQUITI INC (UI) - 0.25% |
| #25 | VOYA FINANCIAL INC (VOYA) - 1.35% | MOTOROLA SOLUTIONS INC (MSI) - 0.21% |
| Total Holdings | 81 | 30 |
XMVM vs IDGT - Historical Returns
Returns include dividend reinvestment.
1M
XMVM
+0.03%
Winner
IDGT
+2.55%
3M
Winner
XMVM
+7.59%
IDGT
-7.37%
6M
XMVM
+10.50%
Winner
IDGT
+20.59%
1Y
XMVM
+28.29%
Winner
IDGT
+42.16%
5Y(CAGR)
Winner
XMVM
+11.54%
IDGT
+10.80%
10Y(CAGR)
XMVM
+12.18%
Winner
IDGT
+12.32%
Max(CAGR)
Winner
XMVM
+9.65%
IDGT
+4.93%
XMVM vs IDGT - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | XMVM | IDGT |
|---|---|---|
| 2026 | +15.81% | +37.44% |
| 2025 | +19.49% | +7.04% |
| 2024 | +12.02% | +26.98% |
| 2023 | +18.01% | -6.44% |
| 2022 | -8.79% | -17.90% |
| 2021 | +38.13% | +44.01% |
| 2020 | +5.79% | +7.70% |
| 2019 | +30.77% | +17.03% |
| 2018 | -10.13% | -2.45% |
| 2017 | +1.49% | +11.55% |
| 2016 | +30.34% | +20.87% |
| 2015 | -7.21% | +0.90% |
| 2014 | +14.45% | +17.10% |
| 2013 | +36.61% | +10.91% |
| 2012 | +16.95% | +3.56% |
| 2011 | -1.86% | -19.79% |
| 2010 | +12.61% | +22.26% |
| 2009 | +21.72% | +55.41% |
| 2008 | -36.11% | -49.23% |
| 2007 | -0.16% | +5.29% |
| 2006 | +12.55% | +1.80% |
| 2005 | +10.42% | +3.09% |
| 2004 | N/A | +7.72% |
| 2003 | N/A | +89.11% |
| 2002 | N/A | -57.26% |
| 2001 | N/A | -22.65% |
XMVM vs IDGT Drawdown Comparison
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.
The current XMVM drawdown is -2.08%. The current IDGT drawdown is -11.55%.
| Rank | XMVM | IDGT |
|---|---|---|
| #1 | -62.84% Jul 13, 2007 - Feb 1, 2013 | -77.95% Jul 13, 2001 - Feb 19, 2015 |
| #2 | -45.05% Jan 16, 2020 - Nov 24, 2020 | -36.88% Apr 24, 2019 - Dec 28, 2020 |
| #3 | -24.13% Nov 25, 2024 - Aug 27, 2025 | -35.83% Dec 29, 2021 - Dec 4, 2024 |
| #4 | -22.69% Jan 14, 2022 - Dec 14, 2023 | -24.88% Jun 18, 2015 - Sep 21, 2016 |
| #5 | -19.55% Mar 23, 2015 - Jun 3, 2016 | -22.76% Jan 23, 2025 - Jul 23, 2025 |
| #6 | -16.82% Aug 20, 2018 - Apr 1, 2019 | -21.49% Aug 31, 2018 - Feb 20, 2019 |
| #7 | -13.19% May 7, 2021 - Nov 5, 2021 | -16.93% Jun 2, 2026 - Jul 29, 2026 |
| #8 | -11.85% Jul 24, 2019 - Sep 11, 2019 | -10.13% Feb 12, 2021 - Jun 2, 2021 |
| #9 | -11.06% Sep 5, 2014 - Nov 25, 2014 | -8.45% Oct 31, 2025 - Feb 9, 2026 |
| #10 | -9.21% Jul 31, 2024 - Oct 14, 2024 | -8.31% Feb 21, 2017 - Jul 25, 2017 |
| #11 | -9.18% Feb 6, 2026 - Apr 30, 2026 | -8.00% Mar 12, 2018 - Jul 12, 2018 |
| #12 | -8.51% Nov 23, 2021 - Jan 4, 2022 | -7.46% Dec 6, 2024 - Jan 23, 2025 |
| #13 | -8.27% Jan 26, 2018 - Aug 6, 2018 | -7.31% Jul 25, 2017 - Nov 21, 2017 |
| #14 | -7.78% Aug 3, 2005 - Nov 18, 2005 | -6.97% Jun 11, 2021 - Nov 2, 2021 |
| #15 | -7.59% Mar 1, 2017 - Jan 11, 2018 | -6.80% Nov 3, 2021 - Dec 10, 2021 |
Correlation
Correlation between XMVM and IDGT 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 IDGT dividend yield comparison.
| Year | XMVM | IDGT |
|---|---|---|
| 2026 | 0.98% | 0.26% |
| 2025 | 2.07% | 1.17% |
| 2024 | 1.43% | 1.64% |
| 2023 | 1.57% | 0.37% |
| 2022 | 1.76% | 0.30% |
| 2021 | 1.10% | 0.28% |
| 2020 | 1.37% | 0.60% |
| 2019 | 1.73% | 0.42% |
| 2018 | 2.87% | 0.65% |
| 2017 | 2.22% | 0.57% |
| 2016 | 2.27% | 0.75% |
| 2015 | 2.58% | 0.72% |
| 2014 | 1.52% | 0.50% |
| 2013 | 1.39% | 0.38% |
| 2012 | 2.14% | 2.46% |
| 2011 | 1.17% | 0.30% |
| 2010 | 0.95% | 0.08% |
| 2009 | 2.03% | 0.33% |
| 2008 | 2.50% | 0.26% |
| 2007 | 1.24% | 0.00% |
| 2006 | 1.27% | 0.00% |
| 2005 | 1.45% | 0.00% |
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