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XMVM vs PKB

Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and INVESCO BUILDING & CONSTRUCTION ETF (PKB, ETF).

5-Year PerformancePKB has outperformed XMVM, delivering a return of +15.4% compared to +9.8%

XMVM vs PKB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XMVM
$455M
Winner
PKB
$455M
Expense Ratio
Winner
XMVM
0.39%
PKB
0.57%
Max Drawdown
Winner
XMVM
63.81%
PKB
65.25%
Sharpe Ratio
Winner
XMVM
1.61
PKB
1.19
5Y Beta
Winner
XMVM
0.88
PKB
1.16
P/E Ratio
Winner
XMVM
12.33
PKB
25.15
Forward P/E
Winner
XMVM
11.35
PKB
20.04
PEG Ratio
XMVM
0.12
PKB
N/A
5Y Dividends CAGR
Winner
XMVM
24.45%
PKB
1.31%
5Y EPS CAGR
XMVM
10.60%
Winner
PKB
18.43%
Debt to Equity
XMVM
40.99%
Winner
PKB
23.70%
P/S Ratio
Winner
XMVM
0.72
PKB
1.96
P/B Ratio
Winner
XMVM
1.50
PKB
4.22

XMVM vs PKB - Holdings Comparison

XMVM and PKB have 3 common holdings. Overlap is 1.08%

XMVM's top 25 holdings weight is 44.57%. PKB's top 25 holdings weight is 88.60%.

RankXMVMPKB
#1
TD SYNNEX CORP (SNX) - 3.13%
COMFORT SYSTEMS USA INC (FIX) - 6.86%
#2
LEAR CORP (LEA) - 2.97%
JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 5.18%
#3
HF SINCLAIR CORP (DINO) - 2.39%
MYR GROUP INC (MYRG) - 4.85%
#4
n/a (BHF) - 2.18%
VULCAN MATERIALS CO (VMC) - 4.52%
#5
VALARIS LTD (VAL) - 2.01%
CRH PLC (CRH) - 4.45%
#6
MACY'S INC (M) - 1.96%
ARGAN INC (AGX) - 4.37%
#7
RENAISSANCERE HOLDINGS LTD (RNR) - 1.91%
THE HOME DEPOT INC (HD) - 4.32%
#8
PBF ENERGY INC CLASS A (PBF) - 1.85%
MARTIN MARIETTA MATERIALS INC (MLM) - 4.30%
#9
ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.78%
AMRIZE LTD REGISTERED SHARE (n/a) - 4.21%
#10
n/a (GHC) - 1.77%
THERMON GROUP HOLDINGS INC (THR) - 4.12%
#11
PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.71%
LOWE'S COMPANIES INC (LOW) - 4.07%
#12
BANK OZK (OZK) - 1.68%
VALMONT INDUSTRIES INC (VMI) - 3.33%
#13
VALLEY NATIONAL BANCORP (VLY) - 1.61%
SOUTHWEST GAS HOLDINGS INC (SWX) - 2.96%
#14
RYDER SYSTEM INC (R) - 1.58%
DYCOM INDUSTRIES INC (DY) - 2.86%
#15
VISTEON CORP (VC) - 1.57%
UNITED STATES LIME & MINERALS INC (USLM) - 2.86%
#16
PERFORMANCE FOOD GROUP CO (PFGC) - 1.51%
INTERFACE INC (TILE) - 2.68%
#17
UNUM GROUP (UNM) - 1.49%
EAGLE MATERIALS INC (EXP) - 2.60%
#18
AUTONATION INC (AN) - 1.48%
FLUOR CORP (FLR) - 2.57%
#19
ZIONS BANCORP NA (ZION) - 1.46%
TUTOR PERINI CORP (TPC) - 2.54%
#20
WEBSTER FINANCIAL CORP (WBS) - 1.46%
TOLL BROTHERS INC (TOL) - 2.52%
#21
UNITED BANKSHARES INC (UBSI) - 1.46%
JACOBS SOLUTIONS INC (J) - 2.51%
#22
CNO FINANCIAL GROUP INC (CNO) - 1.41%
LOUISIANA-PACIFIC CORP (LPX) - 2.51%
#23
WESCO INTERNATIONAL INC (WCC) - 1.41%
GREEN BRICK PARTNERS INC (GRBK) - 2.50%
#24
F N B CORP (FNB) - 1.40%
TETRA TECH INC (TTEK) - 2.46%
#25
FIRST AMERICAN FINANCIAL CORP (FAF) - 1.39%
KNIFE RIVER CORP (KNF) - 2.45%
Total Holdings8132

XMVM vs PKB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XMVM
+0.58%
PKB
-5.01%
3M
Winner
XMVM
+4.67%
PKB
+1.23%
6M
Winner
XMVM
+10.90%
PKB
+9.09%
1Y
XMVM
+32.06%
Winner
PKB
+32.22%
5Y(CAGR)
XMVM
+9.83%
Winner
PKB
+15.40%
10Y(CAGR)
XMVM
+11.79%
Winner
PKB
+15.20%
Max(CAGR)
XMVM
+9.40%
Winner
PKB
+10.29%

XMVM vs PKB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearXMVMPKB
2026+8.03%+9.09%
2025+19.49%+22.85%
2024+12.02%+22.09%
2023+18.01%+54.17%
2022-8.79%-23.89%
2021+38.13%+35.26%
2020+5.79%+24.01%
2019+30.77%+39.80%
2018-10.13%-31.46%
2017+1.49%+23.39%
2016+30.34%+20.26%
2015-7.21%+11.08%
2014+14.45%-2.31%
2013+36.61%+26.04%
2012+16.95%+43.79%
2011-1.86%-8.56%
2010+12.61%+13.77%
2009+21.72%-1.10%
2008-36.11%-34.03%
2007-0.16%+12.62%
2006+12.55%-0.94%
2005+10.42%+6.19%

XMVM vs PKB Drawdown Comparison

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

The maximum drawdown for PKB was -65.21%, occurring on Mar 9, 2009. Recovery took 1423 trading sessions.

The current XMVM drawdown is -0.27%. The current PKB drawdown is -6.30%.

RankXMVMPKB
#1-62.84%
Jul 13, 2007 - Feb 1, 2013		-65.21%
Jul 19, 2007 - Mar 14, 2013
#2-45.05%
Jan 16, 2020 - Nov 24, 2020		-52.29%
Feb 20, 2020 - Oct 2, 2020
#3-24.13%
Nov 25, 2024 - Aug 27, 2025		-37.73%
Jan 23, 2018 - Jan 23, 2020
#4-22.69%
Jan 14, 2022 - Dec 14, 2023		-34.84%
Dec 31, 2021 - Jun 30, 2023
#5-19.55%
Mar 23, 2015 - Jun 3, 2016		-29.75%
Nov 25, 2024 - Aug 7, 2025
#6-16.82%
Aug 20, 2018 - Apr 1, 2019		-26.86%
Apr 19, 2006 - Apr 20, 2007
#7-13.19%
May 7, 2021 - Nov 5, 2021		-21.48%
Dec 1, 2015 - Apr 13, 2016
#8-11.85%
Jul 24, 2019 - Sep 11, 2019		-18.31%
Aug 8, 2023 - Dec 7, 2023
#9-11.06%
Sep 5, 2014 - Nov 25, 2014		-18.04%
Mar 7, 2014 - Mar 20, 2015
#10-9.21%
Jul 31, 2024 - Oct 14, 2024		-15.41%
Feb 20, 2026 - May 6, 2026
#11-9.18%
Feb 6, 2026 - Apr 30, 2026		-13.37%
May 7, 2021 - Nov 22, 2021
#12-8.51%
Nov 23, 2021 - Jan 4, 2022		-13.04%
Aug 18, 2015 - Nov 25, 2015
#13-8.27%
Jan 26, 2018 - Aug 6, 2018		-12.70%
Jul 18, 2016 - Nov 15, 2016
#14-7.78%
Aug 3, 2005 - Nov 18, 2005		-12.21%
May 17, 2013 - Oct 22, 2013
#15-7.59%
Mar 1, 2017 - Jan 11, 2018		-11.57%
Jul 31, 2024 - Sep 16, 2024

Correlation

Correlation between XMVM and PKB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2005 - 2026)

XMVM vs PKB dividend yield comparison.

YearXMVMPKB
20260.59%0.03%
20252.07%0.14%
20241.43%0.23%
20231.57%0.33%
20221.76%0.43%
20211.10%0.25%
20201.37%0.30%
20191.73%0.37%
20182.87%0.54%
20172.22%0.17%
20162.27%0.31%
20152.58%0.11%
20141.52%0.10%
20131.39%0.00%
20122.14%0.53%
20111.17%0.13%
20100.95%6.00%
20092.03%0.13%
20082.50%0.19%
20071.24%0.11%
20061.27%0.02%
20051.45%0.04%

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