XSMO vs EXG
Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).
5-Year PerformanceXSMO has outperformed EXG, delivering a return of +11.8% compared to +7.7%
XSMO vs EXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XSMO vs EXG - Historical Returns
Returns include dividend reinvestment.
XSMO vs EXG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSMO | EXG |
|---|---|---|
| 2026 | +20.32% | +5.20% |
| 2025 | +9.64% | +27.44% |
| 2024 | +18.82% | +16.79% |
| 2023 | +23.37% | +11.76% |
| 2022 | -16.09% | -22.10% |
| 2021 | +19.52% | +34.13% |
| 2020 | +22.10% | +9.21% |
| 2019 | +28.40% | +25.03% |
| 2018 | -3.68% | -13.16% |
| 2017 | +23.53% | +29.44% |
| 2016 | +10.82% | +3.19% |
| 2015 | +1.08% | +2.91% |
| 2014 | +7.32% | +4.69% |
| 2013 | +29.71% | +22.32% |
| 2012 | +12.85% | +17.95% |
| 2011 | -2.88% | -12.98% |
| 2010 | +24.08% | -3.10% |
| 2009 | +16.24% | +42.60% |
| 2008 | -37.12% | -31.74% |
| 2007 | -1.08% | -10.83% |
| 2006 | +4.67% | N/A |
| 2005 | +10.69% | N/A |
XSMO vs EXG Drawdown Comparison
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.
The current XSMO drawdown is -6.60%. The current EXG drawdown is -2.96%.
| Rank | XSMO | EXG |
|---|---|---|
| #1 | -58.06% Jul 19, 2007 - Jan 24, 2013 | -58.20% May 15, 2007 - Jan 25, 2013 |
| #2 | -39.38% Feb 13, 2020 - Sep 2, 2020 | -45.30% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -29.63% Nov 9, 2021 - Mar 21, 2024 | -27.75% Jan 4, 2022 - Jul 3, 2024 |
| #4 | -29.47% Aug 31, 2018 - Jan 16, 2020 | -24.66% Sep 11, 2018 - Nov 19, 2019 |
| #5 | -29.30% Jun 23, 2015 - Feb 15, 2017 | -20.14% Jul 21, 2015 - Aug 17, 2016 |
| #6 | -24.77% Nov 25, 2024 - Sep 4, 2025 | -15.13% Feb 18, 2025 - May 12, 2025 |
| #7 | -20.97% May 5, 2006 - Jul 12, 2007 | -14.28% Feb 26, 2026 - May 6, 2026 |
| #8 | -15.22% Feb 12, 2021 - Jun 8, 2021 | -11.25% Sep 19, 2014 - Mar 5, 2015 |
| #9 | -12.39% Jul 1, 2014 - Feb 13, 2015 | -10.56% Sep 6, 2016 - Feb 3, 2017 |
| #10 | -10.72% Jun 8, 2021 - Oct 25, 2021 | -9.91% Jan 23, 2018 - Jun 11, 2018 |
| #11 | -10.31% Jul 31, 2024 - Oct 14, 2024 | -9.81% May 21, 2013 - Sep 18, 2013 |
| #12 | -9.43% Mar 7, 2005 - Jun 6, 2005 | -9.68% Jul 16, 2024 - Sep 27, 2024 |
| #13 | -8.94% Jan 26, 2018 - Mar 7, 2018 | -7.09% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -8.89% Feb 9, 2026 - Apr 8, 2026 | -6.80% Sep 3, 2021 - Nov 3, 2021 |
| #15 | -8.41% Oct 15, 2020 - Nov 5, 2020 | -6.12% Mar 1, 2017 - Apr 17, 2017 |
Correlation
Correlation between XSMO and EXG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
XSMO vs EXG dividend yield comparison.
| Year | XSMO | EXG |
|---|---|---|
| 2026 | 0.28% | 4.84% |
| 2025 | 0.75% | 8.27% |
| 2024 | 0.63% | 9.27% |
| 2023 | 0.96% | 8.60% |
| 2022 | 1.19% | 10.59% |
| 2021 | 0.30% | 7.27% |
| 2020 | 0.82% | 8.43% |
| 2019 | 0.69% | 8.42% |
| 2018 | 0.66% | 12.23% |
| 2017 | 0.27% | 9.84% |
| 2016 | 0.30% | 12.16% |
| 2015 | 0.35% | 11.02% |
| 2014 | 1.31% | 10.28% |
| 2013 | 0.91% | 9.76% |
| 2012 | 0.70% | 11.54% |
| 2011 | 0.00% | 13.78% |
| 2010 | 0.00% | 14.53% |
| 2009 | 0.69% | 15.41% |
| 2008 | 0.00% | 19.29% |
| 2007 | 0.00% | 8.63% |
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