XSMO vs FLTR
Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and VANECK IG FLOATING RATE ETF (FLTR, ETF).
5-Year PerformanceXSMO has outperformed FLTR, delivering a return of +10.9% compared to +4.7%
XSMO vs FLTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XSMO vs FLTR - Historical Returns
Returns include dividend reinvestment.
XSMO vs FLTR - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSMO | FLTR |
|---|---|---|
| 2026 | +17.44% | +2.86% |
| 2025 | +9.64% | +5.22% |
| 2024 | +18.82% | +7.29% |
| 2023 | +23.37% | +7.23% |
| 2022 | -16.09% | +0.70% |
| 2021 | +19.52% | +0.51% |
| 2020 | +22.10% | +1.44% |
| 2019 | +28.40% | +5.62% |
| 2018 | -3.68% | +0.26% |
| 2017 | +23.53% | +2.76% |
| 2016 | +10.82% | +2.63% |
| 2015 | +1.08% | -0.42% |
| 2014 | +7.32% | +0.51% |
| 2013 | +29.71% | +1.87% |
| 2012 | +12.85% | +8.82% |
| 2011 | -2.88% | -7.10% |
| 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 FLTR Drawdown Comparison
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The maximum drawdown for FLTR was -17.84%, occurring on Mar 18, 2020. Recovery took 131 trading sessions.
The current XSMO drawdown is -8.83%. The current FLTR drawdown is -0.12%.
| Rank | XSMO | FLTR |
|---|---|---|
| #1 | -58.06% Jul 19, 2007 - Jan 24, 2013 | -17.84% Feb 21, 2020 - Aug 27, 2020 |
| #2 | -39.38% Feb 13, 2020 - Sep 2, 2020 | -7.80% May 12, 2011 - Oct 9, 2012 |
| #3 | -29.63% Nov 9, 2021 - Mar 21, 2024 | -3.06% Oct 5, 2021 - Dec 16, 2022 |
| #4 | -29.47% Aug 31, 2018 - Jan 16, 2020 | -2.61% Mar 9, 2023 - May 10, 2023 |
| #5 | -29.30% Jun 23, 2015 - Feb 15, 2017 | -2.36% Sep 18, 2014 - Jul 11, 2016 |
| #6 | -24.77% Nov 25, 2024 - Sep 4, 2025 | -1.93% Apr 2, 2025 - May 8, 2025 |
| #7 | -20.97% May 5, 2006 - Jul 12, 2007 | -1.88% Oct 8, 2018 - Feb 7, 2019 |
| #8 | -15.22% Feb 12, 2021 - Jun 8, 2021 | -1.74% Oct 31, 2012 - Mar 27, 2013 |
| #9 | -12.39% Jul 1, 2014 - Feb 13, 2015 | -1.17% Oct 9, 2012 - Oct 25, 2012 |
| #10 | -10.72% Jun 8, 2021 - Oct 25, 2021 | -0.95% Jun 10, 2013 - Sep 6, 2013 |
| #11 | -10.31% Jul 31, 2024 - Oct 14, 2024 | -0.74% Jul 31, 2024 - Aug 15, 2024 |
| #12 | -9.44% Jun 30, 2026 - Jul 29, 2026 | -0.60% Oct 25, 2012 - Oct 31, 2012 |
| #13 | -9.43% Mar 7, 2005 - Jun 6, 2005 | -0.44% Nov 11, 2013 - Jan 2, 2014 |
| #14 | -8.94% Jan 26, 2018 - Mar 7, 2018 | -0.43% Jul 25, 2014 - Aug 21, 2014 |
| #15 | -8.89% Feb 9, 2026 - Apr 8, 2026 | -0.40% Apr 1, 2013 - May 6, 2013 |
Correlation
Correlation between XSMO and FLTR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2009 - 2026)
XSMO vs FLTR dividend yield comparison.
| Year | XSMO | FLTR |
|---|---|---|
| 2026 | 0.29% | 2.50% |
| 2025 | 0.75% | 4.97% |
| 2024 | 0.63% | 5.93% |
| 2023 | 0.96% | 6.07% |
| 2022 | 1.19% | 2.29% |
| 2021 | 0.30% | 0.63% |
| 2020 | 0.82% | 1.49% |
| 2019 | 0.69% | 3.05% |
| 2018 | 0.66% | 2.67% |
| 2017 | 0.27% | 1.69% |
| 2016 | 0.30% | 1.16% |
| 2015 | 0.35% | 0.71% |
| 2014 | 1.31% | 0.66% |
| 2013 | 0.91% | 0.65% |
| 2012 | 0.70% | 1.04% |
| 2011 | 0.00% | 0.60% |
| 2009 | 0.69% | 0.00% |
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