XSMO vs VRP

Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and INVESCO VARIABLE RATE PREFERRED ETF (VRP, ETF).

5-Year PerformanceXSMO has outperformed VRP, delivering a return of +11.6% compared to +4.3%

XSMO vs VRP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSMO(ETF)	VRP(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.36%	0.50%
Max Drawdown	58.06%	46.22%
Sharpe Ratio	1.45	0.94
5Y Beta	1.07	0.15
P/E Ratio	32.80	N/A
Forward P/E	18.96	N/A
5Y Dividends CAGR	8.36%	8.33%
5Y EPS CAGR	13.03%	N/A
Debt to Equity	42.01%	N/A
P/S Ratio	1.12	N/A
P/B Ratio	2.72	N/A

Net Assets

XSMO

$2.90B

VRP

$2.90B

Expense Ratio

Winner

XSMO

0.36%

VRP

0.50%

Max Drawdown

XSMO

58.06%

Winner

VRP

46.22%

Sharpe Ratio

Winner

XSMO

1.45

VRP

0.94

5Y Beta

XSMO

1.07

Winner

VRP

0.15

P/E Ratio

XSMO

32.80

VRP

N/A

Forward P/E

XSMO

18.96

VRP

N/A

5Y Dividends CAGR

Winner

XSMO

8.36%

VRP

8.33%

5Y EPS CAGR

XSMO

13.03%

VRP

N/A

Debt to Equity

XSMO

42.01%

VRP

N/A

P/S Ratio

XSMO

1.12

VRP

N/A

P/B Ratio

XSMO

2.72

VRP

N/A

XSMO vs VRP - Historical Returns

Returns include dividend reinvestment.

Period	XSMO	VRP
1 month	+4.05%	+0.33%
3 months	+19.59%	+1.76%
6 months	+20.55%	+2.65%
1 year	+35.17%	+6.51%
5 years(CAGR)	+11.64%	+4.34%
10 years(CAGR)	+15.11%	+5.23%
Max(CAGR)	+9.31%	+5.09%

Winner

XSMO

+4.05%

VRP

+0.33%

Winner

XSMO

+19.59%

VRP

+1.76%

Winner

XSMO

+20.55%

VRP

+2.65%

Winner

XSMO

+35.17%

VRP

+6.51%

5Y(CAGR)

Winner

XSMO

+11.64%

VRP

+4.34%

10Y(CAGR)

Winner

XSMO

+15.11%

VRP

+5.23%

Max(CAGR)

Winner

XSMO

+9.31%

VRP

+5.09%

XSMO vs VRP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XSMO	VRP
2026	+23.27%	+1.98%
2025	+9.64%	+7.07%
2024	+18.82%	+11.29%
2023	+23.37%	+10.49%
2022	-16.09%	-9.00%
2021	+19.52%	+4.93%
2020	+22.10%	+4.79%
2019	+28.40%	+18.32%
2018	-3.68%	-6.37%
2017	+23.53%	+8.94%
2016	+10.82%	+6.93%
2015	+1.08%	+2.65%
2014	+7.32%	+1.81%
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 VRP Drawdown Comparison

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

The maximum drawdown for VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current VRP drawdown is -0.04%.

Rank	XSMO	VRP
#1	-58.06% Jul 19, 2007 - Jan 24, 2013	-46.04% Feb 12, 2020 - Nov 16, 2020
#2	-39.38% Feb 13, 2020 - Sep 2, 2020	-13.76% Sep 22, 2021 - Jan 10, 2024
#3	-29.63% Nov 9, 2021 - Mar 21, 2024	-9.04% Aug 31, 2018 - Mar 1, 2019
#4	-29.47% Aug 31, 2018 - Jan 16, 2020	-7.54% Apr 24, 2015 - Apr 22, 2016
#5	-29.30% Jun 23, 2015 - Feb 15, 2017	-5.38% Sep 6, 2016 - Feb 7, 2017
#6	-24.77% Nov 25, 2024 - Sep 4, 2025	-4.26% Feb 28, 2025 - May 16, 2025
#7	-20.97% May 5, 2006 - Jul 12, 2007	-2.89% Feb 24, 2026 - Apr 20, 2026
#8	-15.22% Feb 12, 2021 - Jun 8, 2021	-2.43% Oct 23, 2017 - Aug 31, 2018
#9	-12.39% Jul 1, 2014 - Feb 13, 2015	-1.88% Jul 18, 2024 - Aug 15, 2024
#10	-10.72% Jun 8, 2021 - Oct 25, 2021	-1.72% Mar 22, 2024 - May 2, 2024
#11	-10.31% Jul 31, 2024 - Oct 14, 2024	-1.71% Aug 29, 2014 - Jan 26, 2015
#12	-9.43% Mar 7, 2005 - Jun 6, 2005	-1.67% Feb 9, 2021 - Mar 31, 2021
#13	-8.94% Jan 26, 2018 - Mar 7, 2018	-1.55% Jan 3, 2025 - Feb 5, 2025
#14	-8.89% Feb 9, 2026 - Apr 8, 2026	-1.41% Feb 27, 2017 - Mar 30, 2017
#15	-8.41% Oct 15, 2020 - Nov 5, 2020	-1.41% Aug 3, 2017 - Oct 23, 2017

Correlation

Correlation between XSMO and VRP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2009 - 2026)

XSMO vs VRP dividend yield comparison.

Year	XSMO	VRP
2026	0.13%	2.00%
2025	0.75%	6.53%
2024	0.63%	5.78%
2023	0.96%	6.61%
2022	1.19%	5.38%
2021	0.30%	4.25%
2020	0.82%	4.17%
2019	0.69%	4.71%
2018	0.66%	5.28%
2017	0.27%	4.69%
2016	0.30%	5.10%
2015	0.35%	5.02%
2014	1.31%	3.04%
2013	0.91%	0.00%
2012	0.70%	0.00%
2009	0.69%	0.00%