XMVM vs XBB

Comparison between INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF) and BONDBLOXX BB RATED USD HIGH YIELD CORPORATE BOND ETF (XBB, ETF).

XMVM vs XBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XMVM(ETF)	XBB(ETF)
Net Assets	$475M	$476M
Expense Ratio	0.39%	0.20%
Max Drawdown	63.81%	10.50%
Sharpe Ratio	1.65	0.30
5Y Beta	0.86	0.19
P/E Ratio	12.95	N/A
Forward P/E	11.37	N/A
PEG Ratio	0.10	N/A
5Y Dividends CAGR	25.64%	N/A
5Y EPS CAGR	10.97%	N/A
Debt to Equity	37.05%	N/A
P/S Ratio	0.84	N/A
P/B Ratio	1.52	N/A

Net Assets

XMVM

$475M

Winner

XBB

$476M

Expense Ratio

XMVM

0.39%

Winner

XBB

0.20%

Max Drawdown

XMVM

63.81%

Winner

XBB

10.50%

Sharpe Ratio

Winner

XMVM

1.65

XBB

0.30

5Y Beta

XMVM

0.86

Winner

XBB

0.19

P/E Ratio

XMVM

12.95

XBB

N/A

Forward P/E

XMVM

11.37

XBB

N/A

PEG Ratio

XMVM

0.10

XBB

N/A

5Y Dividends CAGR

XMVM

25.64%

XBB

N/A

5Y EPS CAGR

XMVM

10.97%

XBB

N/A

Debt to Equity

XMVM

37.05%

XBB

N/A

P/S Ratio

XMVM

0.84

XBB

N/A

P/B Ratio

XMVM

1.52

XBB

N/A

XMVM vs XBB - Historical Returns

Returns include dividend reinvestment.

Period	XMVM	XBB
1 month	+4.67%	-0.19%
3 months	+7.51%	+0.49%
6 months	+10.71%	+1.35%
1 year	+31.58%	+4.58%
5 years(CAGR)	+12.51%	+5.50%
10 years(CAGR)	+12.14%	N/A
Max(CAGR)	+9.64%	+5.50%

Winner

XMVM

+4.67%

XBB

-0.19%

Winner

XMVM

+7.51%

XBB

+0.49%

Winner

XMVM

+10.71%

XBB

+1.35%

Winner

XMVM

+31.58%

XBB

+4.58%

5Y(CAGR)

Winner

XMVM

+12.51%

XBB

+5.50%

10Y(CAGR)

XMVM

+12.14%

XBB

N/A

Max(CAGR)

Winner

XMVM

+9.64%

XBB

+5.50%

XMVM vs XBB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XMVM	XBB
2026	+14.53%	+1.38%
2025	+19.49%	+8.37%
2024	+12.02%	+6.74%
2023	+18.01%	+10.44%
2022	-8.79%	-3.80%
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 XBB Drawdown Comparison

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

The maximum drawdown for XBB was -8.88%, occurring on Sep 27, 2022. Recovery took 170 trading sessions.

The current XMVM drawdown is -0.74%. The current XBB drawdown is -0.55%.

Rank	XMVM	XBB
#1	-62.84% Jul 13, 2007 - Feb 1, 2013	-8.88% May 27, 2022 - Feb 1, 2023
#2	-45.05% Jan 16, 2020 - Nov 24, 2020	-4.93% Feb 2, 2023 - Jul 12, 2023
#3	-24.13% Nov 25, 2024 - Aug 27, 2025	-3.86% Jul 13, 2023 - Nov 3, 2023
#4	-22.69% Jan 14, 2022 - Dec 14, 2023	-3.79% Mar 3, 2025 - May 12, 2025
#5	-19.55% Mar 23, 2015 - Jun 3, 2016	-2.80% Feb 26, 2026 - May 28, 2026
#6	-16.82% Aug 20, 2018 - Apr 1, 2019	-2.19% Nov 26, 2024 - Feb 19, 2025
#7	-13.19% May 7, 2021 - Nov 5, 2021	-1.57% Mar 28, 2024 - May 3, 2024
#8	-11.85% Jul 24, 2019 - Sep 11, 2019	-1.47% Sep 22, 2025 - Oct 24, 2025
#9	-11.06% Sep 5, 2014 - Nov 25, 2014	-1.44% Oct 30, 2025 - Nov 28, 2025
#10	-9.21% Jul 31, 2024 - Oct 14, 2024	-1.38% Dec 27, 2023 - Jan 29, 2024
#11	-9.18% Feb 6, 2026 - Apr 30, 2026	-1.30% Sep 24, 2024 - Nov 26, 2024
#12	-8.51% Nov 23, 2021 - Jan 4, 2022	-1.20% Feb 1, 2024 - Mar 8, 2024
#13	-8.27% Jan 26, 2018 - Aug 6, 2018	-0.84% Jul 31, 2024 - Aug 13, 2024
#14	-7.78% Aug 3, 2005 - Nov 18, 2005	-0.78% Jun 30, 2025 - Jul 21, 2025
#15	-7.59% Mar 1, 2017 - Jan 11, 2018	-0.76% May 15, 2024 - Jun 3, 2024

Correlation

Correlation between XMVM and XBB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2005 - 2026)

XMVM vs XBB dividend yield comparison.

Year	XMVM	XBB
2026	0.99%	2.71%
2025	2.07%	5.42%
2024	1.43%	6.35%
2023	1.57%	6.15%
2022	1.76%	3.73%
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%