XSMO vs VTEC
Comparison between INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF) and VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF).
XSMO vs VTEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSMO
$3B
Winner
VTEC
$3.10B
Expense Ratio
XSMO
0.36%
Winner
VTEC
0.06%
Max Drawdown
XSMO
58.06%
Winner
VTEC
5.70%
Sharpe Ratio
Winner
XSMO
0.76
VTEC
0.19
5Y Beta
XSMO
1.06
Winner
VTEC
0.05
P/E Ratio
XSMO
24.15
VTEC
N/A
Forward P/E
XSMO
18.52
VTEC
N/A
5Y Dividends CAGR
XSMO
14.01%
VTEC
N/A
5Y EPS CAGR
XSMO
17.33%
VTEC
N/A
Debt to Equity
XSMO
36.34%
VTEC
N/A
P/S Ratio
XSMO
1.03
VTEC
N/A
P/B Ratio
XSMO
2.64
VTEC
N/A
XSMO vs VTEC - Historical Returns
Returns include dividend reinvestment.
1M
XSMO
-2.39%
Winner
VTEC
+0.30%
3M
XSMO
-3.77%
Winner
VTEC
-0.09%
6M
Winner
XSMO
+6.71%
VTEC
-1.49%
1Y
Winner
XSMO
+19.33%
VTEC
+4.41%
5Y(CAGR)
XSMO
+10.87%
VTEC
N/A
10Y(CAGR)
XSMO
+13.66%
VTEC
N/A
Max(CAGR)
Winner
XSMO
+8.97%
VTEC
+2.15%
XSMO vs VTEC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSMO | VTEC |
|---|---|---|
| 2026 | +17.44% | +0.13% |
| 2025 | +9.64% | +3.86% |
| 2024 | +18.82% | +1.42% |
| 2023 | +23.37% | N/A |
| 2022 | -16.09% | N/A |
| 2021 | +19.52% | N/A |
| 2020 | +22.10% | N/A |
| 2019 | +28.40% | N/A |
| 2018 | -3.68% | N/A |
| 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 VTEC Drawdown Comparison
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The maximum drawdown for VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.
The current XSMO drawdown is -8.83%. The current VTEC drawdown is -1.62%.
| Rank | XSMO | VTEC |
|---|---|---|
| #1 | -58.06% Jul 19, 2007 - Jan 24, 2013 | -4.50% Dec 2, 2024 - Sep 8, 2025 |
| #2 | -39.38% Feb 13, 2020 - Sep 2, 2020 | -2.85% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -29.63% Nov 9, 2021 - Mar 21, 2024 | -2.43% Feb 1, 2024 - Aug 1, 2024 |
| #4 | -29.47% Aug 31, 2018 - Jan 16, 2020 | -2.13% Oct 1, 2024 - Dec 2, 2024 |
| #5 | -29.30% Jun 23, 2015 - Feb 15, 2017 | -0.79% Aug 6, 2024 - Sep 5, 2024 |
| #6 | -24.77% Nov 25, 2024 - Sep 4, 2025 | -0.47% Sep 17, 2025 - Oct 10, 2025 |
| #7 | -20.97% May 5, 2006 - Jul 12, 2007 | -0.44% Nov 26, 2025 - Dec 24, 2025 |
| #8 | -15.22% Feb 12, 2021 - Jun 8, 2021 | -0.42% Nov 11, 2025 - Nov 26, 2025 |
| #9 | -12.39% Jul 1, 2014 - Feb 13, 2015 | -0.34% Oct 29, 2025 - Nov 11, 2025 |
| #10 | -10.72% Jun 8, 2021 - Oct 25, 2021 | -0.31% Jan 14, 2026 - Jan 30, 2026 |
| #11 | -10.31% Jul 31, 2024 - Oct 14, 2024 | -0.16% Sep 27, 2024 - Oct 1, 2024 |
| #12 | -9.44% Jun 30, 2026 - Jul 29, 2026 | -0.12% Sep 10, 2024 - Sep 13, 2024 |
| #13 | -9.43% Mar 7, 2005 - Jun 6, 2005 | -0.11% Sep 17, 2024 - Sep 26, 2024 |
| #14 | -8.94% Jan 26, 2018 - Mar 7, 2018 | -0.10% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -8.89% Feb 9, 2026 - Apr 8, 2026 | -0.09% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between XSMO and VTEC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2009 - 2026)
XSMO vs VTEC dividend yield comparison.
| Year | XSMO | VTEC |
|---|---|---|
| 2026 | 0.29% | 1.83% |
| 2025 | 0.75% | 3.13% |
| 2024 | 0.63% | 2.54% |
| 2023 | 0.96% | 0.00% |
| 2022 | 1.19% | 0.00% |
| 2021 | 0.30% | 0.00% |
| 2020 | 0.82% | 0.00% |
| 2019 | 0.69% | 0.00% |
| 2018 | 0.66% | 0.00% |
| 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% |
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