XSMO vs AVSC
Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
5-Year PerformanceXSMO has outperformed AVSC, delivering a return of +10.9% compared to +10.2%
XSMO vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSMO
$3B
AVSC
$3B
Expense Ratio
XSMO
0.36%
Winner
AVSC
0.25%
Max Drawdown
XSMO
58.06%
Winner
AVSC
28.84%
Sharpe Ratio
XSMO
0.76
Winner
AVSC
1.46
5Y Beta
XSMO
1.06
Winner
AVSC
1.00
P/E Ratio
Winner
XSMO
24.15
AVSC
44.79
Forward P/E
XSMO
18.52
Winner
AVSC
13.86
5Y Dividends CAGR
XSMO
14.01%
AVSC
N/A
5Y EPS CAGR
Winner
XSMO
17.33%
AVSC
9.79%
Debt to Equity
XSMO
36.34%
AVSC
N/A
P/S Ratio
Winner
XSMO
1.03
AVSC
1.15
P/B Ratio
XSMO
2.64
Winner
AVSC
1.87
XSMO vs AVSC - Holdings Comparison
XSMO and AVSC have 71 common holdings. Overlap is 11.36%
XSMO's top 25 holdings weight is 47.30%. AVSC's top 25 holdings weight is 8.25%.
| Rank | XSMO | AVSC |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 4.25% | MYR GROUP INC (MYRG) - 0.52% |
| #2 | ESCO TECHNOLOGIES INC (ESE) - 2.93% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.44% |
| #3 | KRYSTAL BIOTECH INC (KRYS) - 2.66% | ACM RESEARCH INC CLASS A (ACMR) - 0.43% |
| #4 | PROTAGONIST THERAPEUTICS INC (PTGX) - 2.43% | MATERION CORP (MTRN) - 0.42% |
| #5 | MERCURY SYSTEMS INC (MRCY) - 2.12% | DIODES INC (DIOD) - 0.37% |
| #6 | n/a (INDV) - 2.12% | FIRST BANCORP (FBNC) - 0.37% |
| #7 | FORMFACTOR INC (FORM) - 2.02% | INTERNATIONAL SEAWAYS INC (INSW) - 0.36% |
| #8 | STONEX GROUP INC (SNEX) - 2.00% | LIGAND PHARMACEUTICALS INC (LGND) - 0.35% |
| #9 | ACM RESEARCH INC CLASS A (ACMR) - 1.95% | n/a (SPHR) - 0.34% |
| #10 | POWELL INDUSTRIES INC (POWL) - 1.94% | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.34% |
| #11 | LIGAND PHARMACEUTICALS INC (LGND) - 1.90% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.34% |
| #12 | MYR GROUP INC (MYRG) - 1.86% | LIVANOVA PLC (LIVN) - 0.33% |
| #13 | n/a (MSGS) - 1.67% | DANA INC (DAN) - 0.33% |
| #14 | PRICESMART INC (PSMT) - 1.66% | AXCELIS TECHNOLOGIES INC (ACLS) - 0.31% |
| #15 | PRIMORIS SERVICES CORP (PRIM) - 1.65% | OPENLANE INC (OPLN) - 0.31% |
| #16 | PTC THERAPEUTICS INC (PTCT) - 1.58% | PRICESMART INC (PSMT) - 0.31% |
| #17 | GRANITE CONSTRUCTION INC (GVA) - 1.54% | AAR CORP (AIR) - 0.31% |
| #18 | PLEXUS CORP (PLXS) - 1.53% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.30% |
| #19 | PAR PACIFIC HOLDINGS INC (PARR) - 1.47% | SONOCO PRODUCTS CO (SON) - 0.29% |
| #20 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.40% | OCEANEERING INTERNATIONAL INC (OII) - 0.29% |
| #21 | AXOS FINANCIAL INC (AX) - 1.38% | PATTERSON-UTI ENERGY INC (PTEN) - 0.28% |
| #22 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.34% | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 0.23% |
| #23 | AAR CORP (AIR) - 1.34% | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.23% |
| #24 | ENPRO INC (NPO) - 1.28% | SYNAPTICS INC (SYNA) - 0.23% |
| #25 | ENOVA INTERNATIONAL INC (ENVA) - 1.28% | MDU RESOURCES GROUP INC (MDU) - 0.22% |
| Total Holdings | 110 | 1434 |
XSMO vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
XSMO
-2.39%
Winner
AVSC
+1.63%
3M
XSMO
-3.77%
Winner
AVSC
+6.67%
6M
XSMO
+6.71%
Winner
AVSC
+13.88%
1Y
XSMO
+19.33%
Winner
AVSC
+31.35%
5Y(CAGR)
Winner
XSMO
+10.87%
AVSC
+10.20%
10Y(CAGR)
XSMO
+13.66%
AVSC
N/A
Max(CAGR)
XSMO
+8.97%
Winner
AVSC
+10.20%
XSMO vs AVSC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSMO | AVSC |
|---|---|---|
| 2026 | +17.44% | +25.15% |
| 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 -8.83%. The current AVSC drawdown is -2.37%.
| 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 | -4.17% May 6, 2026 - May 26, 2026 |
| #11 | -10.31% Jul 31, 2024 - Oct 14, 2024 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #12 | -9.44% Jun 30, 2026 - Jul 29, 2026 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #13 | -9.43% Mar 7, 2005 - Jun 6, 2005 | -2.67% Jun 30, 2026 - Jul 16, 2026 |
| #14 | -8.94% Jan 26, 2018 - Mar 7, 2018 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #15 | -8.89% Feb 9, 2026 - Apr 8, 2026 | -2.55% Aug 14, 2026 - Aug 20, 2026 |
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 | 0.29% | 0.42% |
| 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% |
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