XSMO vs REMX

Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF).

5-Year PerformanceXSMO has outperformed REMX, delivering a return of +11.7% compared to +4.6%

XSMO vs REMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSMO(ETF)	REMX(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.36%	0.53%
Max Drawdown	58.06%	92.95%
Sharpe Ratio	1.49	1.94
5Y Beta	1.07	1.19
P/E Ratio	31.38	N/A
Forward P/E	19.39	N/A
5Y Dividends CAGR	14.01%	13.97%
5Y EPS CAGR	13.25%	N/A
Debt to Equity	41.38%	N/A
P/S Ratio	1.15	N/A
P/B Ratio	2.79	N/A

Net Assets

XSMO

$2.90B

Winner

REMX

$3B

Expense Ratio

Winner

XSMO

0.36%

REMX

0.53%

Max Drawdown

Winner

XSMO

58.06%

REMX

92.95%

Sharpe Ratio

XSMO

1.49

Winner

REMX

1.94

5Y Beta

Winner

XSMO

1.07

REMX

1.19

P/E Ratio

XSMO

31.38

REMX

N/A

Forward P/E

XSMO

19.39

REMX

N/A

5Y Dividends CAGR

Winner

XSMO

14.01%

REMX

13.97%

5Y EPS CAGR

XSMO

13.25%

REMX

N/A

Debt to Equity

XSMO

41.38%

REMX

N/A

P/S Ratio

XSMO

1.15

REMX

N/A

P/B Ratio

XSMO

2.79

REMX

N/A

XSMO vs REMX - Holdings Comparison

XSMO and REMX have 1 common holdings. Overlap is -0.09%

XSMO's top 25 holdings weight is 47.89%. REMX's top 25 holdings weight is 97.47%.

Rank	XSMO	REMX
#1	VIAVI SOLUTIONS INC (VIAV) - 3.65%	PLS GROUP LTD (n/a) - 8.14%
#2	VIASAT INC (VSAT) - 3.31%	ALBEMARLE CORP (ALB) - 7.88%
#3	SANMINA CORP (SANM) - 2.73%	LYNAS RARE EARTHS LTD (n/a) - 6.93%
#4	ESCO TECHNOLOGIES INC (ESE) - 2.58%	CHINA NORTHERN RARE EARTH (GROUP) HIGH-TECH CO LTD CLASS A (n/a) - 6.68%
#5	KRYSTAL BIOTECH INC (KRYS) - 2.33%	XIAMEN TUNGSTEN CO LTD CLASS A (n/a) - 6.36%
#6	MERCURY SYSTEMS INC (MRCY) - 2.16%	MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 5.83%
#7	STONEX GROUP INC (SNEX) - 2.12%	LIONTOWN LTD (n/a) - 5.65%
#8	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 2.12%	JINDUICHENG MOLYBDENUM CO LTD CLASS A (n/a) - 5.48%
#9	POWELL INDUSTRIES INC (POWL) - 1.99%	SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 5.30%
#10	FORMFACTOR INC (FORM) - 1.95%	SHENGHE RESOURCES HOLDING CO LTD CLASS A (n/a) - 4.67%
#11	n/a (INDV) - 1.89%	GANFENG LITHIUM GROUP CO LTD (n/a) - 4.34%
#12	PROTAGONIST THERAPEUTICS INC (PTGX) - 1.79%	ALMONTY INDUSTRIES INC (n/a) - 3.67%
#13	MYR GROUP INC (MYRG) - 1.75%	ILUKA RESOURCES LTD (n/a) - 3.52%
#14	PRIMORIS SERVICES CORP (PRIM) - 1.64%	LITHIUM AMERICAS CORP (LAC) - 2.71%
#15	ACM RESEARCH INC CLASS A (ACMR) - 1.64%	AMG CRITICAL MATERIALS NV (n/a) - 2.60%
#16	LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.63%	LITHIUM ARGENTINA AG (LAR) - 2.48%
#17	GRANITE CONSTRUCTION INC (GVA) - 1.57%	HUBEI ZHENHUA CHEMICAL CO LTD CLASS A (n/a) - 2.37%
#18	PLEXUS CORP (PLXS) - 1.53%	SIGMA LITHIUM CORP (SGML) - 2.00%
#19	n/a (MSGS) - 1.53%	UNITED STATES ANTIMONY CORP (UAMY) - 1.90%
#20	PRICESMART INC (PSMT) - 1.47%	TRONOX HOLDINGS PLC SHS CLASS A (TROX) - 1.64%
#21	LIGAND PHARMACEUTICALS INC (LGND) - 1.46%	IPERIONX LTD ADR (IPX) - 1.60%
#22	PTC THERAPEUTICS INC (PTCT) - 1.39%	VULCAN ENERGY RESOURCES LTD ORDINARY SHARES (n/a) - 1.58%
#23	DANA INC (DAN) - 1.24%	STANDARD LITHIUM CORP (SLI) - 1.50%
#24	ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.23%	BAOJI TITANIUM INDUSTRY CO LTD CLASS A (n/a) - 1.35%
#25	WARRIOR MET COAL INC (HCC) - 1.19%	ERAMET SA (n/a) - 1.29%
Total Holdings	115	35

XSMO vs REMX - Historical Returns

Returns include dividend reinvestment.

Period	XSMO	REMX
1 month	+3.78%	-5.16%
3 months	+18.75%	+9.79%
6 months	+20.01%	+22.61%
1 year	+34.25%	+139.31%
5 years(CAGR)	+11.70%	+4.65%
10 years(CAGR)	+14.86%	+8.22%
Max(CAGR)	+9.27%	-4.51%

Winner

XSMO

+3.78%

REMX

-5.16%

Winner

XSMO

+18.75%

REMX

+9.79%

XSMO

+20.01%

Winner

REMX

+22.61%

XSMO

+34.25%

Winner

REMX

+139.31%

5Y(CAGR)

Winner

XSMO

+11.70%

REMX

+4.65%

10Y(CAGR)

Winner

XSMO

+14.86%

REMX

+8.22%

Max(CAGR)

Winner

XSMO

+9.27%

REMX

-4.51%

XSMO vs REMX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XSMO	REMX
2026	+22.71%	+19.59%
2025	+9.64%	+90.95%
2024	+18.82%	-34.70%
2023	+23.37%	-17.59%
2022	-16.09%	-31.65%
2021	+19.52%	+72.76%
2020	+22.10%	+60.59%
2019	+28.40%	-1.41%
2018	-3.68%	-54.00%
2017	+23.53%	+76.45%
2016	+10.82%	+29.62%
2015	+1.08%	-46.19%
2014	+7.32%	-29.45%
2013	+29.71%	-33.85%
2012	+12.85%	-15.24%
2011	-2.88%	-41.49%
2010	+24.08%	+23.01%
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 REMX Drawdown Comparison

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

The maximum drawdown for REMX was -92.26%, occurring on Mar 16, 2020. This drawdown has not yet recovered.

The current XSMO drawdown is -1.05%. The current REMX drawdown is -66.77%.

Rank	XSMO	REMX
#1	-58.06% Jul 19, 2007 - Jan 24, 2013	-92.26% Apr 11, 2011 - Mar 16, 2020
#2	-39.38% Feb 13, 2020 - Sep 2, 2020	-15.28% Mar 3, 2011 - Mar 31, 2011
#3	-29.63% Nov 9, 2021 - Mar 21, 2024	-10.06% Jan 3, 2011 - Mar 3, 2011
#4	-29.47% Aug 31, 2018 - Jan 16, 2020	-9.15% Nov 11, 2010 - Dec 21, 2010
#5	-29.30% Jun 23, 2015 - Feb 15, 2017	-2.04% Dec 30, 2010 - Jan 3, 2011
#6	-24.77% Nov 25, 2024 - Sep 4, 2025	-1.89% Nov 4, 2010 - Nov 10, 2010
#7	-20.97% May 5, 2006 - Jul 12, 2007	-1.50% Oct 29, 2010 - Nov 4, 2010
#8	-15.22% Feb 12, 2021 - Jun 8, 2021	-0.95% Apr 5, 2011 - Apr 7, 2011
#9	-12.39% Jul 1, 2014 - Feb 13, 2015	-0.05% Dec 21, 2010 - Dec 23, 2010
#10	-10.72% Jun 8, 2021 - Oct 25, 2021	N/A
#11	-10.31% Jul 31, 2024 - Oct 14, 2024	N/A
#12	-9.43% Mar 7, 2005 - Jun 6, 2005	N/A
#13	-8.94% Jan 26, 2018 - Mar 7, 2018	N/A
#14	-8.89% Feb 9, 2026 - Apr 8, 2026	N/A
#15	-8.41% Oct 15, 2020 - Nov 5, 2020	N/A

Correlation

Correlation between XSMO and REMX is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101

Dividend Comparison (2009 - 2026)

XSMO vs REMX dividend yield comparison.

Year	XSMO	REMX
2026	0.27%	0.00%
2025	0.75%	1.76%
2024	0.63%	2.56%
2023	0.96%	0.00%
2022	1.19%	1.56%
2021	0.30%	5.25%
2020	0.82%	0.81%
2019	0.69%	0.55%
2018	0.66%	4.14%
2017	0.27%	0.96%
2016	0.30%	0.74%
2015	0.35%	1.59%
2014	1.31%	0.51%
2013	0.91%	0.08%
2012	0.70%	0.14%
2011	0.00%	0.53%
2009	0.69%	0.00%