XSMO vs SPYX
Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceSPYX has outperformed XSMO, delivering a return of +12.9% compared to +12.2%
XSMO vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSMO
$2.30B
SPYX
$2.30B
Expense Ratio
XSMO
0.36%
Winner
SPYX
0.20%
Max Drawdown
XSMO
58.06%
Winner
SPYX
33.23%
Sharpe Ratio
XSMO
1.65
Winner
SPYX
1.98
5Y Beta
XSMO
1.06
Winner
SPYX
0.99
P/E Ratio
XSMO
33.54
Winner
SPYX
28.93
Forward P/E
Winner
XSMO
19.61
SPYX
22.38
5Y Dividends CAGR
Winner
XSMO
8.36%
SPYX
4.43%
5Y EPS CAGR
XSMO
23.25%
Winner
SPYX
28.35%
Debt to Equity
XSMO
N/A
SPYX
37.28%
P/S Ratio
Winner
XSMO
1.16
SPYX
3.61
P/B Ratio
Winner
XSMO
2.83
SPYX
5.63
XSMO vs SPYX - Holdings Comparison
XSMO and SPYX have 1 common holdings. Overlap is 0.00%
XSMO's top 25 holdings weight is 45.18%. SPYX's top 25 holdings weight is 50.87%.
| Rank | XSMO | SPYX |
|---|---|---|
| #1 | VIAVI SOLUTIONS INC (VIAV) - 3.23% | NVIDIA CORP (NVDA) - 8.57% |
| #2 | VIASAT INC (VSAT) - 3.12% | APPLE INC (AAPL) - 6.68% |
| #3 | PRIMORIS SERVICES CORP (PRIM) - 2.94% | MICROSOFT CORP (MSFT) - 5.31% |
| #4 | ESCO TECHNOLOGIES INC (ESE) - 2.74% | AMAZON.COM INC (AMZN) - 4.33% |
| #5 | FORMFACTOR INC (FORM) - 2.19% | ALPHABET INC CLASS A (GOOGL) - 3.43% |
| #6 | KRYSTAL BIOTECH INC (KRYS) - 2.05% | BROADCOM INC (AVGO) - 3.24% |
| #7 | SANMINA CORP (SANM) - 1.85% | ALPHABET INC CLASS C (GOOG) - 2.74% |
| #8 | POWELL INDUSTRIES INC (POWL) - 1.81% | META PLATFORMS INC CLASS A (META) - 2.47% |
| #9 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.80% | TESLA INC (TSLA) - 1.77% |
| #10 | STONEX GROUP INC (SNEX) - 1.77% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #11 | MERCURY SYSTEMS INC (MRCY) - 1.73% | JPMORGAN CHASE & CO (JPM) - 1.41% |
| #12 | n/a (INDV) - 1.66% | ELI LILLY AND CO (LLY) - 1.14% |
| #13 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.63% | MICRON TECHNOLOGY INC (MU) - 0.98% |
| #14 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.56% | VISA INC CLASS A (V) - 0.95% |
| #15 | GRANITE CONSTRUCTION INC (GVA) - 1.49% | WALMART INC (WMT) - 0.95% |
| #16 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.47% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | PTC THERAPEUTICS INC (PTCT) - 1.41% | ADVANCED MICRO DEVICES INC (AMD) - 0.92% |
| #18 | MYR GROUP INC (MYRG) - 1.41% | INTEL CORP (INTC) - 0.75% |
| #19 | LIGAND PHARMACEUTICALS INC (LGND) - 1.39% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #20 | n/a (MSGS) - 1.37% | MASTERCARD INC CLASS A (MA) - 0.72% |
| #21 | INSTALLED BUILDING PRODUCTS INC (IBP) - 1.35% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #22 | PRICESMART INC (PSMT) - 1.34% | QUALCOMM INC (QCOM) - 0.28% |
| #23 | DANA INC (DAN) - 1.30% | UNION PACIFIC CORP (UNP) - 0.27% |
| #24 | PLEXUS CORP (PLXS) - 1.29% | INTUITIVE SURGICAL INC (ISRG) - 0.27% |
| #25 | AXOS FINANCIAL INC (AX) - 1.28% | GILEAD SCIENCES INC (GILD) - 0.27% |
| Total Holdings | 117 | 450 |
XSMO vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
XSMO
+7.19%
Winner
SPYX
+9.35%
3M
Winner
XSMO
+8.10%
SPYX
+6.35%
6M
Winner
XSMO
+21.77%
SPYX
+9.81%
1Y
Winner
XSMO
+37.32%
SPYX
+31.37%
5Y(CAGR)
XSMO
+12.25%
Winner
SPYX
+12.92%
10Y(CAGR)
XSMO
+15.06%
Winner
SPYX
+15.55%
Max(CAGR)
XSMO
+9.21%
Winner
SPYX
+14.69%
XSMO vs SPYX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSMO | SPYX |
|---|---|---|
| 2026 | +19.81% | +7.60% |
| 2025 | +9.64% | +18.23% |
| 2024 | +18.82% | +26.04% |
| 2023 | +23.37% | +27.44% |
| 2022 | -16.09% | -19.97% |
| 2021 | +19.52% | +30.12% |
| 2020 | +22.10% | +18.84% |
| 2019 | +28.40% | +31.63% |
| 2018 | -3.68% | -4.86% |
| 2017 | +23.53% | +22.61% |
| 2016 | +10.82% | +12.60% |
| 2015 | +1.08% | -2.02% |
| 2014 | +7.32% | N/A |
| 2013 | +29.71% | N/A |
| 2012 | +12.85% | N/A |
| 2011 | -2.88% | N/A |
| 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 SPYX Drawdown Comparison
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current XSMO drawdown is -1.28%.
| Rank | XSMO | SPYX |
|---|---|---|
| #1 | -58.06% Jul 19, 2007 - Jan 24, 2013 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -39.38% Feb 13, 2020 - Sep 2, 2020 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -29.63% Nov 9, 2021 - Mar 21, 2024 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -29.47% Aug 31, 2018 - Jan 16, 2020 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -29.30% Jun 23, 2015 - Feb 15, 2017 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -24.77% Nov 25, 2024 - Sep 4, 2025 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -20.97% May 5, 2006 - Jul 12, 2007 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -15.22% Feb 12, 2021 - Jun 8, 2021 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -12.39% Jul 1, 2014 - Feb 13, 2015 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -10.72% Jun 8, 2021 - Oct 25, 2021 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -10.31% Jul 31, 2024 - Oct 14, 2024 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -9.43% Mar 7, 2005 - Jun 6, 2005 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -8.94% Jan 26, 2018 - Mar 7, 2018 | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | -8.89% Feb 9, 2026 - Apr 8, 2026 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | -8.41% Oct 15, 2020 - Nov 5, 2020 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between XSMO and SPYX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2009 - 2026)
XSMO vs SPYX dividend yield comparison.
| Year | XSMO | SPYX |
|---|---|---|
| 2026 | 0.14% | 0.22% |
| 2025 | 0.75% | 0.91% |
| 2024 | 0.63% | 1.05% |
| 2023 | 0.96% | 1.21% |
| 2022 | 1.19% | 1.41% |
| 2021 | 0.30% | 1.04% |
| 2020 | 0.82% | 1.33% |
| 2019 | 0.69% | 1.56% |
| 2018 | 0.66% | 1.92% |
| 2017 | 0.27% | 1.68% |
| 2016 | 0.30% | 1.91% |
| 2015 | 0.35% | 0.16% |
| 2014 | 1.31% | 0.00% |
| 2013 | 0.91% | 0.00% |
| 2012 | 0.70% | 0.00% |
| 2009 | 0.69% | 0.00% |
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