XSMO vs UCON

Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceXSMO has outperformed UCON, delivering a return of +11.8% compared to +2.6%

XSMO vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSMO(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.30B
Expense Ratio	0.36%	0.86%
Max Drawdown	58.06%	15.31%
Sharpe Ratio	1.13	-0.08
5Y Beta	1.07	0.04
P/E Ratio	30.82	N/A
Forward P/E	19.13	N/A
5Y Dividends CAGR	14.01%	9.97%
5Y EPS CAGR	8.95%	N/A
Debt to Equity	38.46%	N/A
P/S Ratio	1.10	N/A
P/B Ratio	2.75	N/A

Net Assets

XSMO

$3.20B

Winner

UCON

$3.30B

Expense Ratio

Winner

XSMO

0.36%

UCON

0.86%

Max Drawdown

XSMO

58.06%

Winner

UCON

15.31%

Sharpe Ratio

Winner

XSMO

1.13

UCON

-0.08

5Y Beta

XSMO

1.07

Winner

UCON

0.04

P/E Ratio

XSMO

30.82

UCON

N/A

Forward P/E

XSMO

19.13

UCON

N/A

5Y Dividends CAGR

Winner

XSMO

14.01%

UCON

9.97%

5Y EPS CAGR

XSMO

8.95%

UCON

N/A

Debt to Equity

XSMO

38.46%

UCON

N/A

P/S Ratio

XSMO

1.10

UCON

N/A

P/B Ratio

XSMO

2.75

UCON

N/A

XSMO vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	XSMO	UCON
1 month	-2.66%	-1.07%
3 months	+1.89%	-0.49%
6 months	+14.00%	-0.13%
1 year	+29.60%	+3.63%
5 years(CAGR)	+11.83%	+2.59%
10 years(CAGR)	+14.10%	+3.56%
Max(CAGR)	+9.14%	+3.56%

XSMO

-2.66%

Winner

UCON

-1.07%

Winner

XSMO

+1.89%

UCON

-0.49%

Winner

XSMO

+14.00%

UCON

-0.13%

Winner

XSMO

+29.60%

UCON

+3.63%

5Y(CAGR)

Winner

XSMO

+11.83%

UCON

+2.59%

10Y(CAGR)

Winner

XSMO

+14.10%

UCON

+3.56%

Max(CAGR)

Winner

XSMO

+9.14%

UCON

+3.56%

XSMO vs UCON - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XSMO	UCON
2026	+20.32%	-0.03%
2025	+9.64%	+7.00%
2024	+18.82%	+4.90%
2023	+23.37%	+7.67%
2022	-16.09%	-5.72%
2021	+19.52%	+1.05%
2020	+22.10%	+6.67%
2019	+28.40%	+7.13%
2018	-3.68%	+1.11%
2017	+23.53%	N/A
2016	+10.82%	N/A
2015	+1.08%	N/A
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 UCON Drawdown Comparison

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

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current XSMO drawdown is -6.60%. The current UCON drawdown is -1.24%.

Rank	XSMO	UCON
#1	-58.06% Jul 19, 2007 - Jan 24, 2013	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-39.38% Feb 13, 2020 - Sep 2, 2020	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-29.63% Nov 9, 2021 - Mar 21, 2024	-2.45% Feb 26, 2026 - Jun 29, 2026
#4	-29.47% Aug 31, 2018 - Jan 16, 2020	-1.70% Feb 1, 2024 - May 15, 2024
#5	-29.30% Jun 23, 2015 - Feb 15, 2017	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-24.77% Nov 25, 2024 - Sep 4, 2025	-1.53% Mar 3, 2025 - May 30, 2025
#7	-20.97% May 5, 2006 - Jul 12, 2007	-1.31% Jun 29, 2026 - Jul 23, 2026
#8	-15.22% Feb 12, 2021 - Jun 8, 2021	-1.12% Nov 9, 2018 - Jan 10, 2019
#9	-12.39% Jul 1, 2014 - Feb 13, 2015	-1.07% Feb 11, 2021 - May 26, 2021
#10	-10.72% Jun 8, 2021 - Oct 25, 2021	-0.96% Sep 4, 2019 - Oct 1, 2019
#11	-10.31% Jul 31, 2024 - Oct 14, 2024	-0.88% Feb 24, 2020 - Mar 3, 2020
#12	-9.43% Mar 7, 2005 - Jun 6, 2005	-0.87% Dec 28, 2023 - Jan 12, 2024
#13	-8.94% Jan 26, 2018 - Mar 7, 2018	-0.83% Oct 13, 2020 - Nov 5, 2020
#14	-8.89% Feb 9, 2026 - Apr 8, 2026	-0.75% Oct 28, 2025 - Nov 25, 2025
#15	-8.41% Oct 15, 2020 - Nov 5, 2020	-0.73% May 15, 2024 - Jun 4, 2024

Correlation

Correlation between XSMO and UCON is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2009 - 2026)

XSMO vs UCON dividend yield comparison.

Year	XSMO	UCON
2026	0.28%	2.63%
2025	0.75%	4.63%
2024	0.63%	4.95%
2023	0.96%	4.75%
2022	1.19%	3.12%
2021	0.30%	2.20%
2020	0.82%	3.14%
2019	0.69%	3.25%
2018	0.66%	1.76%
2017	0.27%	0.00%
2016	0.30%	0.00%
2015	0.35%	0.00%
2014	1.31%	0.00%
2013	0.91%	0.00%
2012	0.70%	0.00%
2009	0.69%	0.00%