XSMO vs AOA
Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceXSMO has outperformed AOA, delivering a return of +11.8% compared to +8.5%
XSMO vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSMO
$3.20B
AOA
$3.20B
Expense Ratio
XSMO
0.36%
Winner
AOA
0.15%
Max Drawdown
XSMO
58.06%
Winner
AOA
28.38%
Sharpe Ratio
Winner
XSMO
1.13
AOA
1.03
5Y Beta
XSMO
1.07
Winner
AOA
0.72
P/E Ratio
XSMO
30.82
AOA
N/A
Forward P/E
XSMO
19.13
AOA
N/A
5Y Dividends CAGR
Winner
XSMO
14.01%
AOA
13.36%
5Y EPS CAGR
XSMO
8.95%
AOA
N/A
Debt to Equity
XSMO
38.46%
AOA
N/A
P/S Ratio
XSMO
1.10
AOA
N/A
P/B Ratio
XSMO
2.75
AOA
N/A
XSMO vs AOA - Holdings Comparison
XSMO and AOA have 0 common holdings. Overlap is 0.00%
XSMO's top 25 holdings weight is 47.32%. AOA's top 25 holdings weight is 99.92%.
| Rank | XSMO | AOA |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 3.91% | ISHARES CORE S&P 500 ETF (IVV) - 45.84% |
| #2 | ESCO TECHNOLOGIES INC (ESE) - 2.87% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.46% |
| #3 | KRYSTAL BIOTECH INC (KRYS) - 2.69% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.17% |
| #4 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 2.45% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.72% |
| #5 | PROTAGONIST THERAPEUTICS INC (PTGX) - 2.36% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% |
| #6 | MERCURY SYSTEMS INC (MRCY) - 2.14% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.57% |
| #7 | n/a (INDV) - 2.09% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.27% |
| #8 | STONEX GROUP INC (SNEX) - 2.02% | N/A |
| #9 | FORMFACTOR INC (FORM) - 2.01% | N/A |
| #10 | ACM RESEARCH INC CLASS A (ACMR) - 1.94% | N/A |
| #11 | POWELL INDUSTRIES INC (POWL) - 1.93% | N/A |
| #12 | MYR GROUP INC (MYRG) - 1.84% | N/A |
| #13 | LIGAND PHARMACEUTICALS INC (LGND) - 1.80% | N/A |
| #14 | PRIMORIS SERVICES CORP (PRIM) - 1.63% | N/A |
| #15 | PRICESMART INC (PSMT) - 1.63% | N/A |
| #16 | n/a (MSGS) - 1.59% | N/A |
| #17 | PTC THERAPEUTICS INC (PTCT) - 1.54% | N/A |
| #18 | GRANITE CONSTRUCTION INC (GVA) - 1.48% | N/A |
| #19 | PLEXUS CORP (PLXS) - 1.45% | N/A |
| #20 | AAR CORP (AIR) - 1.38% | N/A |
| #21 | AXOS FINANCIAL INC (AX) - 1.35% | N/A |
| #22 | ENOVA INTERNATIONAL INC (ENVA) - 1.31% | N/A |
| #23 | PAR PACIFIC HOLDINGS INC (PARR) - 1.31% | N/A |
| #24 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.31% | N/A |
| #25 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.29% | N/A |
| Total Holdings | 112 | 7 |
XSMO vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
XSMO
-2.66%
Winner
AOA
-0.10%
3M
XSMO
+1.89%
Winner
AOA
+2.31%
6M
Winner
XSMO
+14.00%
AOA
+5.56%
1Y
Winner
XSMO
+29.60%
AOA
+16.09%
5Y(CAGR)
Winner
XSMO
+11.83%
AOA
+8.55%
10Y(CAGR)
Winner
XSMO
+14.10%
AOA
+10.15%
Max(CAGR)
XSMO
+9.14%
Winner
AOA
+10.38%
XSMO vs AOA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSMO | AOA |
|---|---|---|
| 2026 | +20.32% | +7.46% |
| 2025 | +9.64% | +19.99% |
| 2024 | +18.82% | +14.32% |
| 2023 | +23.37% | +18.04% |
| 2022 | -16.09% | -16.54% |
| 2021 | +19.52% | +15.99% |
| 2020 | +22.10% | +11.88% |
| 2019 | +28.40% | +22.58% |
| 2018 | -3.68% | -8.43% |
| 2017 | +23.53% | +19.48% |
| 2016 | +10.82% | +9.03% |
| 2015 | +1.08% | -0.97% |
| 2014 | +7.32% | +7.12% |
| 2013 | +29.71% | +20.51% |
| 2012 | +12.85% | +13.52% |
| 2011 | -2.88% | -2.65% |
| 2010 | +24.08% | +14.90% |
| 2009 | +16.24% | +23.86% |
| 2008 | -37.12% | -2.55% |
| 2007 | -1.08% | N/A |
| 2006 | +4.67% | N/A |
| 2005 | +10.69% | N/A |
XSMO vs AOA Drawdown Comparison
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current XSMO drawdown is -6.60%. The current AOA drawdown is -2.20%.
| Rank | XSMO | AOA |
|---|---|---|
| #1 | -58.06% Jul 19, 2007 - Jan 24, 2013 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -39.38% Feb 13, 2020 - Sep 2, 2020 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -29.63% Nov 9, 2021 - Mar 21, 2024 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -29.47% Aug 31, 2018 - Jan 16, 2020 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -29.30% Jun 23, 2015 - Feb 15, 2017 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -24.77% Nov 25, 2024 - Sep 4, 2025 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -20.97% May 5, 2006 - Jul 12, 2007 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -15.22% Feb 12, 2021 - Jun 8, 2021 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -12.39% Jul 1, 2014 - Feb 13, 2015 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -10.72% Jun 8, 2021 - Oct 25, 2021 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -10.31% Jul 31, 2024 - Oct 14, 2024 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -9.43% Mar 7, 2005 - Jun 6, 2005 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -8.94% Jan 26, 2018 - Mar 7, 2018 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -8.89% Feb 9, 2026 - Apr 8, 2026 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -8.41% Oct 15, 2020 - Nov 5, 2020 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between XSMO and AOA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2008 - 2026)
XSMO vs AOA dividend yield comparison.
| Year | XSMO | AOA |
|---|---|---|
| 2026 | 0.28% | 0.99% |
| 2025 | 0.75% | 2.18% |
| 2024 | 0.63% | 2.30% |
| 2023 | 0.96% | 2.22% |
| 2022 | 1.19% | 2.10% |
| 2021 | 0.30% | 1.67% |
| 2020 | 0.82% | 1.71% |
| 2019 | 0.69% | 2.50% |
| 2018 | 0.66% | 2.37% |
| 2017 | 0.27% | 5.09% |
| 2016 | 0.30% | 2.26% |
| 2015 | 0.35% | 2.15% |
| 2014 | 1.31% | 2.18% |
| 2013 | 0.91% | 1.84% |
| 2012 | 0.70% | 2.18% |
| 2011 | 0.00% | 2.21% |
| 2010 | 0.00% | 1.63% |
| 2009 | 0.69% | 2.04% |
| 2008 | 0.00% | 0.71% |
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