XSMO vs AVSC

Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).

XSMO vs AVSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSMO(ETF)	AVSC(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.36%	0.25%
Max Drawdown	58.06%	28.84%
Sharpe Ratio	1.65	1.96
5Y Beta	1.06	1.03
P/E Ratio	33.54	58.60
Forward P/E	19.61	13.73
5Y Dividends CAGR	8.36%	N/A
5Y EPS CAGR	23.25%	10.43%
P/S Ratio	1.16	1.09
P/B Ratio	2.83	1.79

Net Assets

XSMO

$2.30B

Winner

AVSC

$2.40B

Expense Ratio

XSMO

0.36%

Winner

AVSC

0.25%

Max Drawdown

XSMO

58.06%

Winner

AVSC

28.84%

Sharpe Ratio

XSMO

1.65

Winner

AVSC

1.96

5Y Beta

XSMO

1.06

Winner

AVSC

1.03

P/E Ratio

Winner

XSMO

33.54

AVSC

58.60

Forward P/E

XSMO

19.61

Winner

AVSC

13.73

5Y Dividends CAGR

XSMO

8.36%

AVSC

N/A

5Y EPS CAGR

Winner

XSMO

23.25%

AVSC

10.43%

P/S Ratio

XSMO

1.16

Winner

AVSC

1.09

P/B Ratio

XSMO

2.83

Winner

AVSC

1.79

XSMO vs AVSC - Holdings Comparison

XSMO and AVSC have 71 common holdings. Overlap is 11.66%

XSMO's top 25 holdings weight is 45.18%. AVSC's top 25 holdings weight is 8.47%.

Rank	XSMO	AVSC
#1	VIAVI SOLUTIONS INC (VIAV) - 3.23%	DANA INC (DAN) - 0.51%
#2	VIASAT INC (VSAT) - 3.12%	VIASAT INC (VSAT) - 0.43%
#3	PRIMORIS SERVICES CORP (PRIM) - 2.94%	MYR GROUP INC (MYRG) - 0.43%
#4	ESCO TECHNOLOGIES INC (ESE) - 2.74%	VIAVI SOLUTIONS INC (VIAV) - 0.42%
#5	FORMFACTOR INC (FORM) - 2.19%	LIBERTY ENERGY INC CLASS A (LBRT) - 0.41%
#6	KRYSTAL BIOTECH INC (KRYS) - 2.05%	FORMFACTOR INC (FORM) - 0.40%
#7	SANMINA CORP (SANM) - 1.85%	INTERNATIONAL SEAWAYS INC (INSW) - 0.37%
#8	POWELL INDUSTRIES INC (POWL) - 1.81%	KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.36%
#9	PROTAGONIST THERAPEUTICS INC (PTGX) - 1.80%	PATTERSON-UTI ENERGY INC (PTEN) - 0.36%
#10	STONEX GROUP INC (SNEX) - 1.77%	FIRST BANCORP (FBNC) - 0.34%
#11	MERCURY SYSTEMS INC (MRCY) - 1.73%	DIODES INC (DIOD) - 0.34%
#12	n/a (INDV) - 1.66%	OCEANEERING INTERNATIONAL INC (OII) - 0.34%
#13	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.63%	LIGAND PHARMACEUTICALS INC (LGND) - 0.33%
#14	LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.56%	n/a (SPHR) - 0.33%
#15	GRANITE CONSTRUCTION INC (GVA) - 1.49%	BREAD FINANCIAL HOLDINGS INC (BFH) - 0.32%
#16	ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.47%	VICTORIA'S SECRET & CO (VSCO) - 0.32%
#17	PTC THERAPEUTICS INC (PTCT) - 1.41%	TUTOR PERINI CORP (TPC) - 0.32%
#18	MYR GROUP INC (MYRG) - 1.41%	MATERION CORP (MTRN) - 0.31%
#19	LIGAND PHARMACEUTICALS INC (LGND) - 1.39%	PLUG POWER INC (PLUG) - 0.31%
#20	n/a (MSGS) - 1.37%	CVB FINANCIAL CORP (CVBF) - 0.30%
#21	INSTALLED BUILDING PRODUCTS INC (IBP) - 1.35%	TRANSOCEAN LTD (RIG) - 0.30%
#22	PRICESMART INC (PSMT) - 1.34%	PHINIA INC (PHIN) - 0.23%
#23	DANA INC (DAN) - 1.30%	KAISER ALUMINUM CORP (KALU) - 0.23%
#24	PLEXUS CORP (PLXS) - 1.29%	NORTHWESTERN ENERGY GROUP INC (NWE) - 0.23%
#25	AXOS FINANCIAL INC (AX) - 1.28%	PARK NATIONAL CORP (PRK) - 0.23%
Total Holdings	117	1418

XSMO vs AVSC - Historical Returns

Returns include dividend reinvestment.

Period	XSMO	AVSC
1 month	+7.19%	+5.20%
3 months	+8.10%	+5.05%
6 months	+21.77%	+21.98%
1 year	+37.32%	+43.13%
5 years(CAGR)	+12.25%	+9.09%
10 years(CAGR)	+15.06%	N/A
Max(CAGR)	+9.21%	+9.09%

Winner

XSMO

+7.19%

AVSC

+5.20%

Winner

XSMO

+8.10%

AVSC

+5.05%

XSMO

+21.77%

Winner

AVSC

+21.98%

XSMO

+37.32%

Winner

AVSC

+43.13%

5Y(CAGR)

Winner

XSMO

+12.25%

AVSC

+9.09%

10Y(CAGR)

XSMO

+15.06%

AVSC

N/A

Max(CAGR)

Winner

XSMO

+9.21%

AVSC

+9.09%

XSMO vs AVSC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XSMO	AVSC
2026	+19.81%	+16.37%
2025	+9.64%	+9.78%
2024	+18.82%	+8.20%
2023	+23.37%	+20.32%
2022	-16.09%	-11.71%
2021	+19.52%	N/A
2020	+22.10%	N/A
2019	+28.40%	N/A
2018	-3.68%	N/A
2017	+23.53%	N/A
2016	+10.82%	N/A
2015	+1.08%	N/A
2014	+7.32%	N/A
2013	+29.71%	N/A
2012	+12.85%	N/A
2011	-2.88%	N/A
2010	+24.08%	N/A
2009	+16.24%	N/A
2008	-37.12%	N/A
2007	-1.08%	N/A
2006	+4.67%	N/A
2005	+10.69%	N/A

XSMO vs AVSC Drawdown Comparison

The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.

The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.

The current XSMO drawdown is -1.28%. The current AVSC drawdown is -0.53%.

Rank	XSMO	AVSC
#1	-58.06% Jul 19, 2007 - Jan 24, 2013	-28.40% Nov 25, 2024 - Oct 24, 2025
#2	-39.38% Feb 13, 2020 - Sep 2, 2020	-20.42% Jan 14, 2022 - Jul 31, 2023
#3	-29.63% Nov 9, 2021 - Mar 21, 2024	-15.92% Jul 31, 2023 - Dec 13, 2023
#4	-29.47% Aug 31, 2018 - Jan 16, 2020	-10.69% Jul 26, 2024 - Nov 6, 2024
#5	-29.30% Jun 23, 2015 - Feb 15, 2017	-8.54% Mar 28, 2024 - Jul 12, 2024
#6	-24.77% Nov 25, 2024 - Sep 4, 2025	-8.09% Dec 27, 2023 - Mar 27, 2024
#7	-20.97% May 5, 2006 - Jul 12, 2007	-7.89% Feb 9, 2026 - Apr 9, 2026
#8	-15.22% Feb 12, 2021 - Jun 8, 2021	-7.73% Oct 24, 2025 - Dec 3, 2025
#9	-12.39% Jul 1, 2014 - Feb 13, 2015	-4.71% Nov 11, 2024 - Nov 25, 2024
#10	-10.72% Jun 8, 2021 - Oct 25, 2021	-3.45% Dec 11, 2025 - Jan 6, 2026
#11	-10.31% Jul 31, 2024 - Oct 14, 2024	-2.78% Jan 22, 2026 - Feb 6, 2026
#12	-9.43% Mar 7, 2005 - Jun 6, 2005	-2.64% Jul 16, 2024 - Jul 23, 2024
#13	-8.94% Jan 26, 2018 - Mar 7, 2018	-1.98% Jul 23, 2024 - Jul 26, 2024
#14	-8.89% Feb 9, 2026 - Apr 8, 2026	-1.91% Jan 15, 2026 - Jan 21, 2026
#15	-8.41% Oct 15, 2020 - Nov 5, 2020	-1.83% Dec 19, 2023 - Dec 22, 2023

Correlation

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

0.97

-101

Dividend Comparison (2009 - 2026)

XSMO vs AVSC dividend yield comparison.

Year	XSMO	AVSC
2026	0.14%	0.13%
2025	0.75%	1.16%
2024	0.63%	1.17%
2023	0.96%	1.42%
2022	1.19%	1.10%
2021	0.30%	0.00%
2020	0.82%	0.00%
2019	0.69%	0.00%
2018	0.66%	0.00%
2017	0.27%	0.00%
2016	0.30%	0.00%
2015	0.35%	0.00%
2014	1.31%	0.00%
2013	0.91%	0.00%
2012	0.70%	0.00%
2009	0.69%	0.00%