XMVM vs KIE
Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).
5-Year PerformanceXMVM has outperformed KIE, delivering a return of +9.8% compared to +9.3%
XMVM vs KIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XMVM
$455M
KIE
$453M
Expense Ratio
XMVM
0.39%
Winner
KIE
0.35%
Max Drawdown
Winner
XMVM
63.81%
KIE
76.17%
Sharpe Ratio
Winner
XMVM
1.61
KIE
-0.24
5Y Beta
XMVM
0.88
Winner
KIE
0.57
P/E Ratio
XMVM
12.33
Winner
KIE
11.59
Forward P/E
XMVM
11.35
Winner
KIE
9.93
PEG Ratio
XMVM
0.12
KIE
N/A
5Y Dividends CAGR
Winner
XMVM
24.45%
KIE
9.02%
5Y EPS CAGR
XMVM
10.60%
Winner
KIE
10.93%
Debt to Equity
XMVM
40.99%
Winner
KIE
24.82%
P/S Ratio
Winner
XMVM
0.72
KIE
1.04
P/B Ratio
XMVM
1.50
Winner
KIE
1.47
XMVM vs KIE - Holdings Comparison
XMVM and KIE have 9 common holdings. Overlap is 11.10%
XMVM's top 25 holdings weight is 44.57%. KIE's top 25 holdings weight is 50.34%.
| Rank | XMVM | KIE |
|---|---|---|
| #1 | TD SYNNEX CORP (SNX) - 3.13% | OSCAR HEALTH INC CLASS A (OSCR) - 2.92% |
| #2 | LEAR CORP (LEA) - 2.97% | METLIFE INC (MET) - 2.13% |
| #3 | HF SINCLAIR CORP (DINO) - 2.39% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.12% |
| #4 | n/a (BHF) - 2.18% | CNO FINANCIAL GROUP INC (CNO) - 2.11% |
| #5 | VALARIS LTD (VAL) - 2.01% | ASSURANT INC (AIZ) - 2.11% |
| #6 | MACY'S INC (M) - 1.96% | SELECTIVE INSURANCE GROUP INC (SIGI) - 2.08% |
| #7 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.91% | UNUM GROUP (UNM) - 2.08% |
| #8 | PBF ENERGY INC CLASS A (PBF) - 1.85% | MERCURY GENERAL CORP (MCY) - 2.05% |
| #9 | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.78% | THE HANOVER INSURANCE GROUP INC (THG) - 2.02% |
| #10 | n/a (GHC) - 1.77% | SIRIUSPOINT LTD (SPNT) - 2.01% |
| #11 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.71% | GLOBE LIFE INC (GL) - 1.98% |
| #12 | BANK OZK (OZK) - 1.68% | PRIMERICA INC (PRI) - 1.98% |
| #13 | VALLEY NATIONAL BANCORP (VLY) - 1.61% | EVEREST GROUP LTD (EG) - 1.96% |
| #14 | RYDER SYSTEM INC (R) - 1.58% | GENWORTH FINANCIAL INC (GNW) - 1.95% |
| #15 | VISTEON CORP (VC) - 1.57% | PRUDENTIAL FINANCIAL INC (PRU) - 1.93% |
| #16 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.51% | STEWART INFORMATION SERVICES CORP (STC) - 1.93% |
| #17 | UNUM GROUP (UNM) - 1.49% | LINCOLN NATIONAL CORP (LNC) - 1.93% |
| #18 | AUTONATION INC (AN) - 1.48% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.92% |
| #19 | ZIONS BANCORP NA (ZION) - 1.46% | AFLAC INC (AFL) - 1.91% |
| #20 | WEBSTER FINANCIAL CORP (WBS) - 1.46% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.90% |
| #21 | UNITED BANKSHARES INC (UBSI) - 1.46% | LEMONADE INC ORDINARY SHARES (LMND) - 1.90% |
| #22 | CNO FINANCIAL GROUP INC (CNO) - 1.41% | SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 1.87% |
| #23 | WESCO INTERNATIONAL INC (WCC) - 1.41% | BRIGHTHOUSE FINANCIAL INC REGISTERED SHS WHEN ISSUED (BHF) - 1.86% |
| #24 | F N B CORP (FNB) - 1.40% | ALLSTATE CORP (ALL) - 1.85% |
| #25 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.39% | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.84% |
| Total Holdings | 81 | 55 |
XMVM vs KIE - Historical Returns
Returns include dividend reinvestment.
1M
XMVM
+0.58%
Winner
KIE
+0.62%
3M
Winner
XMVM
+4.67%
KIE
-1.13%
6M
Winner
XMVM
+10.90%
KIE
-2.12%
1Y
Winner
XMVM
+32.06%
KIE
-1.54%
5Y(CAGR)
Winner
XMVM
+9.83%
KIE
+9.26%
10Y(CAGR)
Winner
XMVM
+11.79%
KIE
+10.91%
Max(CAGR)
Winner
XMVM
+9.40%
KIE
+7.72%
XMVM vs KIE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XMVM | KIE |
|---|---|---|
| 2026 | +8.03% | -3.89% |
| 2025 | +19.49% | +8.86% |
| 2024 | +12.02% | +26.14% |
| 2023 | +18.01% | +12.19% |
| 2022 | -8.79% | +3.60% |
| 2021 | +38.13% | +26.07% |
| 2020 | +5.79% | -3.57% |
| 2019 | +30.77% | +27.82% |
| 2018 | -10.13% | -4.78% |
| 2017 | +1.49% | +12.51% |
| 2016 | +30.34% | +23.48% |
| 2015 | -7.21% | +6.62% |
| 2014 | +14.45% | +9.60% |
| 2013 | +36.61% | +42.28% |
| 2012 | +16.95% | +19.51% |
| 2011 | -1.86% | -14.08% |
| 2010 | +12.61% | +23.40% |
| 2009 | +21.72% | +26.36% |
| 2008 | -36.11% | -45.50% |
| 2007 | -0.16% | -5.95% |
| 2006 | +12.55% | +10.22% |
| 2005 | +10.42% | +0.20% |
XMVM vs KIE Drawdown Comparison
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The maximum drawdown for KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.
The current XMVM drawdown is -0.27%. The current KIE drawdown is -6.29%.
| Rank | XMVM | KIE |
|---|---|---|
| #1 | -62.84% Jul 13, 2007 - Feb 1, 2013 | -75.31% May 16, 2007 - May 15, 2013 |
| #2 | -45.05% Jan 16, 2020 - Nov 24, 2020 | -44.30% Feb 14, 2020 - Mar 10, 2021 |
| #3 | -24.13% Nov 25, 2024 - Aug 27, 2025 | -17.87% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -22.69% Jan 14, 2022 - Dec 14, 2023 | -15.69% Mar 29, 2022 - Nov 25, 2022 |
| #5 | -19.55% Mar 23, 2015 - Jun 3, 2016 | -15.21% Dec 1, 2015 - May 24, 2016 |
| #6 | -16.82% Aug 20, 2018 - Apr 1, 2019 | -15.10% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -13.19% May 7, 2021 - Nov 5, 2021 | -12.66% Nov 27, 2024 - Dec 22, 2025 |
| #8 | -11.85% Jul 24, 2019 - Sep 11, 2019 | -11.81% Dec 24, 2025 - Mar 27, 2026 |
| #9 | -11.06% Sep 5, 2014 - Nov 25, 2014 | -9.40% Aug 18, 2015 - Dec 1, 2015 |
| #10 | -9.21% Jul 31, 2024 - Oct 14, 2024 | -9.37% Dec 31, 2013 - May 12, 2014 |
| #11 | -9.18% Feb 6, 2026 - Apr 30, 2026 | -9.05% Oct 25, 2021 - Jan 11, 2022 |
| #12 | -8.51% Nov 23, 2021 - Jan 4, 2022 | -8.86% Aug 4, 2017 - Oct 13, 2017 |
| #13 | -8.27% Jan 26, 2018 - Aug 6, 2018 | -8.77% Jun 2, 2016 - Aug 8, 2016 |
| #14 | -7.78% Aug 3, 2005 - Nov 18, 2005 | -8.74% Jan 11, 2022 - Mar 22, 2022 |
| #15 | -7.59% Mar 1, 2017 - Jan 11, 2018 | -8.45% Jan 11, 2006 - Sep 25, 2006 |
Correlation
Correlation between XMVM and KIE 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 KIE dividend yield comparison.
| Year | XMVM | KIE |
|---|---|---|
| 2026 | 0.59% | 0.49% |
| 2025 | 2.07% | 1.57% |
| 2024 | 1.43% | 1.48% |
| 2023 | 1.57% | 1.45% |
| 2022 | 1.76% | 1.90% |
| 2021 | 1.10% | 1.95% |
| 2020 | 1.37% | 1.85% |
| 2019 | 1.73% | 1.76% |
| 2018 | 2.87% | 1.83% |
| 2017 | 2.22% | 1.56% |
| 2016 | 2.27% | 1.55% |
| 2015 | 2.58% | 1.65% |
| 2014 | 1.52% | 1.81% |
| 2013 | 1.39% | 1.38% |
| 2012 | 2.14% | 1.97% |
| 2011 | 1.17% | 1.67% |
| 2010 | 0.95% | 1.60% |
| 2009 | 2.03% | 1.42% |
| 2008 | 2.50% | 2.79% |
| 2007 | 1.24% | 1.83% |
| 2006 | 1.27% | 1.36% |
| 2005 | 1.45% | 0.21% |
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