XSMO vs BDYN

Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and iShares Dynamic Equity Active ETF (BDYN, ETF).

XSMO vs BDYN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSMO(ETF)	BDYN(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.36%	0.40%
Max Drawdown	58.06%	10.85%
Sharpe Ratio	1.45	0.74
5Y Beta	1.07	1.07
P/E Ratio	32.80	28.35
Forward P/E	18.96	22.16
PEG Ratio	N/A	0.52
5Y Dividends CAGR	8.36%	N/A
5Y EPS CAGR	13.03%	28.60%
Debt to Equity	42.01%	N/A
P/S Ratio	1.12	0.81
P/B Ratio	2.72	6.00

Net Assets

XSMO

$2.90B

BDYN

$2.90B

Expense Ratio

Winner

XSMO

0.36%

BDYN

0.40%

Max Drawdown

XSMO

58.06%

Winner

BDYN

10.85%

Sharpe Ratio

Winner

XSMO

1.45

BDYN

0.74

5Y Beta

XSMO

1.07

Winner

BDYN

1.07

P/E Ratio

XSMO

32.80

Winner

BDYN

28.35

Forward P/E

Winner

XSMO

18.96

BDYN

22.16

PEG Ratio

XSMO

N/A

BDYN

0.52

5Y Dividends CAGR

XSMO

8.36%

BDYN

N/A

5Y EPS CAGR

XSMO

13.03%

Winner

BDYN

28.60%

Debt to Equity

XSMO

42.01%

BDYN

N/A

P/S Ratio

XSMO

1.12

Winner

BDYN

0.81

P/B Ratio

Winner

XSMO

2.72

BDYN

6.00

XSMO vs BDYN - Holdings Comparison

XSMO and BDYN have 1 common holdings. Overlap is -4.21%

XSMO's top 25 holdings weight is 48.99%. BDYN's top 25 holdings weight is 66.09%.

Rank	XSMO	BDYN
#1	VIASAT INC (VSAT) - 4.21%	NVIDIA CORP (NVDA) - 6.54%
#2	VIAVI SOLUTIONS INC (VIAV) - 4.02%	ALPHABET INC CLASS C (GOOG) - 5.95%
#3	SANMINA CORP (SANM) - 2.95%	APPLE INC (AAPL) - 5.18%
#4	ESCO TECHNOLOGIES INC (ESE) - 2.49%	n/a (n/a) - 4.31%
#5	FORMFACTOR INC (FORM) - 2.21%	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 3.96%
#6	KRYSTAL BIOTECH INC (KRYS) - 2.17%	AMAZON.COM INC (AMZN) - 3.95%
#7	PRIMORIS SERVICES CORP (PRIM) - 2.17%	CAD/USD PURCHASED (n/a) - 3.63%
#8	POWELL INDUSTRIES INC (POWL) - 2.13%	EUR/USD PURCHASED (n/a) - 3.08%
#9	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 2.02%	BROADCOM INC (AVGO) - 2.70%
#10	LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.93%	MICROSOFT CORP (MSFT) - 2.52%
#11	MERCURY SYSTEMS INC (MRCY) - 1.93%	MICRON TECHNOLOGY INC (MU) - 2.31%
#12	MYR GROUP INC (MYRG) - 1.92%	META PLATFORMS INC CLASS A (META) - 2.00%
#13	STONEX GROUP INC (SNEX) - 1.86%	ELI LILLY AND CO (LLY) - 1.98%
#14	n/a (INDV) - 1.80%	CHF/USD PURCHASED (n/a) - 1.96%
#15	ACM RESEARCH INC CLASS A (ACMR) - 1.70%	JPY/USD PURCHASED (n/a) - 1.83%
#16	PROTAGONIST THERAPEUTICS INC (PTGX) - 1.63%	SPDR® GOLD SHARES (GLD) - 1.73%
#17	GRANITE CONSTRUCTION INC (GVA) - 1.48%	OPTION ON INVESCO QQQ TRUST JUN26 (n/a) - 1.62%
#18	PLEXUS CORP (PLXS) - 1.46%	AUD/USD PURCHASED (n/a) - 1.60%
#19	n/a (MSGS) - 1.40%	ASML HOLDING NV ADR (ASML) - 1.52%
#20	PRICESMART INC (PSMT) - 1.35%	GBP/USD PURCHASED (n/a) - 1.41%
#21	LIGAND PHARMACEUTICALS INC (LGND) - 1.33%	TESLA INC (TSLA) - 1.33%
#22	PTC THERAPEUTICS INC (PTCT) - 1.24%	TWD/USD PURCHASED (n/a) - 1.28%
#23	ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.24%	n/a (TSM) - 1.27%
#24	DANA INC (DAN) - 1.18%	INTESA SANPAOLO ADR (ISNPY) - 1.23%
#25	CENTURY ALUMINUM CO (CENX) - 1.17%	COSTCO WHOLESALE CORP (COST) - 1.20%
Total Holdings	115	428

XSMO vs BDYN - Historical Returns

Returns include dividend reinvestment.

Period	XSMO	BDYN
1 month	+4.05%	+0.34%
3 months	+19.59%	+9.91%
6 months	+20.55%	+7.23%
1 year	+35.17%	N/A
5 years(CAGR)	+11.64%	N/A
10 years(CAGR)	+15.11%	N/A
Max(CAGR)	+9.31%	+14.36%

Winner

XSMO

+4.05%

BDYN

+0.34%

Winner

XSMO

+19.59%

BDYN

+9.91%

Winner

XSMO

+20.55%

BDYN

+7.23%

XSMO

+35.17%

BDYN

N/A

5Y(CAGR)

XSMO

+11.64%

BDYN

N/A

10Y(CAGR)

XSMO

+15.11%

BDYN

N/A

Max(CAGR)

XSMO

+9.31%

Winner

BDYN

+14.36%

XSMO vs BDYN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XSMO	BDYN
2026	+23.27%	+6.06%
2025	+9.64%	+3.68%
2024	+18.82%	N/A
2023	+23.37%	N/A
2022	-16.09%	N/A
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 BDYN Drawdown Comparison

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

The maximum drawdown for BDYN was -10.85%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.

The current BDYN drawdown is -2.34%.

Rank	XSMO	BDYN
#1	-58.06% Jul 19, 2007 - Jan 24, 2013	-10.85% Feb 9, 2026 - May 1, 2026
#2	-39.38% Feb 13, 2020 - Sep 2, 2020	-5.18% Oct 28, 2025 - Dec 10, 2025
#3	-29.63% Nov 9, 2021 - Mar 21, 2024	-4.58% Jun 2, 2026 - Jun 10, 2026
#4	-29.47% Aug 31, 2018 - Jan 16, 2020	-3.33% Jan 28, 2026 - Feb 9, 2026
#5	-29.30% Jun 23, 2015 - Feb 15, 2017	-2.98% Jan 12, 2026 - Jan 27, 2026
#6	-24.77% Nov 25, 2024 - Sep 4, 2025	-2.87% Oct 8, 2025 - Oct 20, 2025
#7	-20.97% May 5, 2006 - Jul 12, 2007	-2.33% Dec 11, 2025 - Dec 22, 2025
#8	-15.22% Feb 12, 2021 - Jun 8, 2021	-2.19% May 14, 2026 - May 26, 2026
#9	-12.39% Jul 1, 2014 - Feb 13, 2015	-1.52% Sep 22, 2025 - Oct 1, 2025
#10	-10.72% Jun 8, 2021 - Oct 25, 2021	-1.38% Dec 24, 2025 - Jan 5, 2026
#11	-10.31% Jul 31, 2024 - Oct 14, 2024	-1.02% Oct 20, 2025 - Oct 24, 2025
#12	-9.43% Mar 7, 2005 - Jun 6, 2005	-0.82% May 6, 2026 - May 11, 2026
#13	-8.94% Jan 26, 2018 - Mar 7, 2018	-0.64% Oct 6, 2025 - Oct 8, 2025
#14	-8.89% Feb 9, 2026 - Apr 8, 2026	-0.62% May 1, 2026 - May 5, 2026
#15	-8.41% Oct 15, 2020 - Nov 5, 2020	-0.39% Jan 6, 2026 - Jan 9, 2026

Correlation

Correlation between XSMO and BDYN is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2009 - 2026)

XSMO vs BDYN dividend yield comparison.

Year	XSMO	BDYN
2026	0.13%	0.00%
2025	0.75%	2.18%
2024	0.63%	0.00%
2023	0.96%	0.00%
2022	1.19%	0.00%
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%