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XSMO vs HYMB

Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF).

5-Year PerformanceXSMO has outperformed HYMB, delivering a return of +11.6% compared to +0.3%

XSMO vs HYMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XSMO
$2.90B
Winner
HYMB
$3B
Expense Ratio
XSMO
0.36%
Winner
HYMB
0.35%
Max Drawdown
XSMO
58.06%
Winner
HYMB
29.76%
Sharpe Ratio
Winner
XSMO
1.45
HYMB
0.82
5Y Beta
XSMO
1.07
Winner
HYMB
0.04
P/E Ratio
XSMO
32.80
HYMB
N/A
Forward P/E
XSMO
18.96
HYMB
N/A
5Y Dividends CAGR
Winner
XSMO
8.36%
HYMB
2.22%
5Y EPS CAGR
XSMO
13.03%
HYMB
N/A
Debt to Equity
XSMO
42.01%
HYMB
N/A
P/S Ratio
XSMO
1.12
HYMB
N/A
P/B Ratio
XSMO
2.72
HYMB
N/A

XSMO vs HYMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XSMO
+4.05%
HYMB
+0.90%
3M
Winner
XSMO
+19.59%
HYMB
+2.23%
6M
Winner
XSMO
+20.55%
HYMB
+3.18%
1Y
Winner
XSMO
+35.17%
HYMB
+6.86%
5Y(CAGR)
Winner
XSMO
+11.64%
HYMB
+0.33%
10Y(CAGR)
Winner
XSMO
+15.11%
HYMB
+2.37%
Max(CAGR)
Winner
XSMO
+9.31%
HYMB
+4.41%

XSMO vs HYMB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearXSMOHYMB
2026+23.27%+2.95%
2025+9.64%+1.88%
2024+18.82%+6.23%
2023+23.37%+7.95%
2022-16.09%-15.54%
2021+19.52%+5.37%
2020+22.10%+3.67%
2019+28.40%+9.49%
2018-3.68%+4.78%
2017+23.53%+3.02%
2016+10.82%+1.92%
2015+1.08%+3.59%
2014+7.32%+17.12%
2013+29.71%-8.31%
2012+12.85%+15.62%
2011-2.88%+10.19%
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 HYMB Drawdown Comparison

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

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The current HYMB drawdown is -0.04%.

RankXSMOHYMB
#1-58.06%
Jul 19, 2007 - Jan 24, 2013
-29.57%
Mar 5, 2020 - Jan 6, 2021
#2-39.38%
Feb 13, 2020 - Sep 2, 2020
-20.16%
Jul 27, 2021 - Feb 26, 2026
#3-29.63%
Nov 9, 2021 - Mar 21, 2024
-16.59%
May 20, 2013 - May 20, 2014
#4-29.47%
Aug 31, 2018 - Jan 16, 2020
-7.98%
Aug 29, 2016 - Aug 29, 2017
#5-29.30%
Jun 23, 2015 - Feb 15, 2017
-4.28%
Dec 6, 2012 - Jan 22, 2013
#6-24.77%
Nov 25, 2024 - Sep 4, 2025
-4.19%
Jan 30, 2015 - Oct 22, 2015
#7-20.97%
May 5, 2006 - Jul 12, 2007
-3.65%
Sep 5, 2017 - May 25, 2018
#8-15.22%
Feb 12, 2021 - Jun 8, 2021
-3.11%
Feb 27, 2026 - May 28, 2026
#9-12.39%
Jul 1, 2014 - Feb 13, 2015
-2.49%
Feb 11, 2021 - Apr 22, 2021
#10-10.72%
Jun 8, 2021 - Oct 25, 2021
-1.93%
May 30, 2014 - Aug 11, 2014
#11-10.31%
Jul 31, 2024 - Oct 14, 2024
-1.89%
Sep 6, 2018 - Dec 28, 2018
#12-9.43%
Mar 7, 2005 - Jun 6, 2005
-1.51%
Oct 4, 2011 - Nov 2, 2011
#13-8.94%
Jan 26, 2018 - Mar 7, 2018
-1.41%
Mar 13, 2012 - Apr 12, 2012
#14-8.89%
Feb 9, 2026 - Apr 8, 2026
-1.33%
Nov 2, 2015 - Dec 23, 2015
#15-8.41%
Oct 15, 2020 - Nov 5, 2020
-1.32%
Jul 6, 2011 - Jul 12, 2011

Correlation

Correlation between XSMO and HYMB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2009 - 2026)

XSMO vs HYMB dividend yield comparison.

YearXSMOHYMB
20260.13%1.90%
20250.75%4.55%
20240.63%4.29%
20230.96%4.07%
20221.19%3.77%
20210.30%3.19%
20200.82%3.55%
20190.69%3.95%
20180.66%4.03%
20170.27%3.78%
20160.30%4.08%
20150.35%4.54%
20141.31%4.49%
20130.91%5.17%
20120.70%4.99%
20110.00%4.30%
20090.69%0.00%

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