XSMO vs MUNI
Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (MUNI, ETF).
5-Year PerformanceXSMO has outperformed MUNI, delivering a return of +11.7% compared to +1.3%
XSMO vs MUNI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XSMO vs MUNI - Historical Returns
Returns include dividend reinvestment.
XSMO vs MUNI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSMO | MUNI |
|---|---|---|
| 2026 | +22.71% | +1.40% |
| 2025 | +9.64% | +4.61% |
| 2024 | +18.82% | +1.60% |
| 2023 | +23.37% | +5.98% |
| 2022 | -16.09% | -6.69% |
| 2021 | +19.52% | +0.64% |
| 2020 | +22.10% | +4.77% |
| 2019 | +28.40% | +6.95% |
| 2018 | -3.68% | +1.10% |
| 2017 | +23.53% | +4.72% |
| 2016 | +10.82% | -0.48% |
| 2015 | +1.08% | +2.66% |
| 2014 | +7.32% | +5.58% |
| 2013 | +29.71% | -2.51% |
| 2012 | +12.85% | +4.73% |
| 2011 | -2.88% | +8.18% |
| 2010 | +24.08% | +3.95% |
| 2009 | +16.24% | -0.37% |
| 2008 | -37.12% | N/A |
| 2007 | -1.08% | N/A |
| 2006 | +4.67% | N/A |
| 2005 | +10.69% | N/A |
XSMO vs MUNI Drawdown Comparison
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The maximum drawdown for MUNI was -11.15%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.
The current XSMO drawdown is -1.05%. The current MUNI drawdown is -0.56%.
| Rank | XSMO | MUNI |
|---|---|---|
| #1 | -58.06% Jul 19, 2007 - Jan 24, 2013 | -11.15% Jul 19, 2021 - Aug 5, 2024 |
| #2 | -39.38% Feb 13, 2020 - Sep 2, 2020 | -10.81% Mar 9, 2020 - Jul 16, 2020 |
| #3 | -29.63% Nov 9, 2021 - Mar 21, 2024 | -6.25% May 2, 2013 - Aug 11, 2014 |
| #4 | -29.47% Aug 31, 2018 - Jan 16, 2020 | -5.09% Aug 23, 2016 - Aug 14, 2017 |
| #5 | -29.30% Jun 23, 2015 - Feb 15, 2017 | -4.13% Aug 31, 2010 - May 18, 2011 |
| #6 | -24.77% Nov 25, 2024 - Sep 4, 2025 | -3.67% Feb 28, 2025 - Sep 5, 2025 |
| #7 | -20.97% May 5, 2006 - Jul 12, 2007 | -2.70% Jan 30, 2015 - Dec 1, 2015 |
| #8 | -15.22% Feb 12, 2021 - Jun 8, 2021 | -2.29% Feb 27, 2026 - Mar 26, 2026 |
| #9 | -12.39% Jul 1, 2014 - Feb 13, 2015 | -2.27% Oct 2, 2024 - Dec 6, 2024 |
| #10 | -10.72% Jun 8, 2021 - Oct 25, 2021 | -2.26% Dec 6, 2024 - Feb 26, 2025 |
| #11 | -10.31% Jul 31, 2024 - Oct 14, 2024 | -2.25% Sep 22, 2011 - Dec 6, 2011 |
| #12 | -9.43% Mar 7, 2005 - Jun 6, 2005 | -1.99% Dec 5, 2012 - May 1, 2013 |
| #13 | -8.94% Jan 26, 2018 - Mar 7, 2018 | -1.80% Sep 8, 2017 - Aug 15, 2018 |
| #14 | -8.89% Feb 9, 2026 - Apr 8, 2026 | -1.73% Feb 11, 2021 - Jun 9, 2021 |
| #15 | -8.41% Oct 15, 2020 - Nov 5, 2020 | -1.66% Mar 12, 2010 - May 21, 2010 |
Correlation
Correlation between XSMO and MUNI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2009 - 2026)
XSMO vs MUNI dividend yield comparison.
| Year | XSMO | MUNI |
|---|---|---|
| 2026 | 0.27% | 1.35% |
| 2025 | 0.75% | 3.26% |
| 2024 | 0.63% | 3.50% |
| 2023 | 0.96% | 3.09% |
| 2022 | 1.19% | 2.13% |
| 2021 | 0.30% | 1.62% |
| 2020 | 0.82% | 1.92% |
| 2019 | 0.69% | 2.44% |
| 2018 | 0.66% | 2.38% |
| 2017 | 0.27% | 2.37% |
| 2016 | 0.30% | 2.37% |
| 2015 | 0.35% | 2.20% |
| 2014 | 1.31% | 1.91% |
| 2013 | 0.91% | 2.30% |
| 2012 | 0.70% | 2.27% |
| 2011 | 0.00% | 2.33% |
| 2010 | 0.00% | 2.54% |
| 2009 | 0.69% | 0.09% |
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