XSVM vs AFLG
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF).
5-Year PerformanceAFLG has outperformed XSVM, delivering a return of +12.5% compared to +6.4%
XSVM vs AFLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XSVM
$613M
AFLG
$609M
Expense Ratio
Winner
XSVM
0.37%
AFLG
0.55%
Max Drawdown
XSVM
64.12%
Winner
AFLG
35.84%
Sharpe Ratio
Winner
XSVM
1.57
AFLG
1.50
5Y Beta
XSVM
0.91
Winner
AFLG
0.90
P/E Ratio
Winner
XSVM
19.24
AFLG
23.87
Forward P/E
Winner
XSVM
11.17
AFLG
18.36
PEG Ratio
XSVM
N/A
AFLG
0.20
5Y Dividends CAGR
Winner
XSVM
24.29%
AFLG
3.13%
5Y EPS CAGR
XSVM
12.89%
Winner
AFLG
26.70%
Debt to Equity
Winner
XSVM
37.70%
AFLG
44.58%
P/S Ratio
Winner
XSVM
0.47
AFLG
2.17
P/B Ratio
Winner
XSVM
1.21
AFLG
4.50
XSVM vs AFLG - Holdings Comparison
XSVM and AFLG have 0 common holdings. Overlap is 0.00%
XSVM's top 25 holdings weight is 33.60%. AFLG's top 25 holdings weight is 46.13%.
| Rank | XSVM | AFLG |
|---|---|---|
| #1 | VISHAY INTERTECHNOLOGY INC (VSH) - 2.34% | NVIDIA CORP (NVDA) - 7.56% |
| #2 | STONEX GROUP INC (SNEX) - 1.99% | ALPHABET INC CLASS A (GOOGL) - 6.44% |
| #3 | MARINEMAX INC (HZO) - 1.88% | APPLE INC (AAPL) - 6.28% |
| #4 | UNITED NATURAL FOODS INC (UNFI) - 1.67% | MICROSOFT CORP (MSFT) - 3.44% |
| #5 | ANDERSONS INC (ANDE) - 1.64% | BROADCOM INC (AVGO) - 2.64% |
| #6 | DAUCH CORP (DCH) - 1.35% | AMAZON.COM INC (AMZN) - 2.36% |
| #7 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.35% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.55% |
| #8 | PAR PACIFIC HOLDINGS INC (PARR) - 1.29% | LAM RESEARCH CORP (LRCX) - 1.50% |
| #9 | SCHOLASTIC CORP (SCHL) - 1.27% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.19% |
| #10 | DORIAN LPG LTD (LPG) - 1.26% | NEWMONT CORP (NEM) - 1.11% |
| #11 | ALPHA & OMEGA SEMICONDUCTOR LTD (AOSL) - 1.26% | CISCO SYSTEMS INC (CSCO) - 1.07% |
| #12 | ADIENT PLC (ADNT) - 1.26% | APPLIED MATERIALS INC (AMAT) - 1.02% |
| #13 | G-III APPAREL GROUP LTD (GIII) - 1.26% | ALTRIA GROUP INC (MO) - 0.96% |
| #14 | GENWORTH FINANCIAL INC (GNW) - 1.24% | FIRSTENERGY CORP (FE) - 0.92% |
| #15 | KAISER ALUMINUM CORP (KALU) - 1.23% | LOEWS CORP (L) - 0.86% |
| #16 | DANA INC (DAN) - 1.21% | WELLTOWER INC (WELL) - 0.79% |
| #17 | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.21% | META PLATFORMS INC CLASS A (META) - 0.76% |
| #18 | BENCHMARK ELECTRONICS INC (BHE) - 1.19% | EXXON MOBIL CORP (XOM) - 0.75% |
| #19 | SCANSOURCE INC (SCSC) - 1.19% | AMPHENOL CORP CLASS A (APH) - 0.72% |
| #20 | UNITED FIRE GROUP INC (UFCS) - 1.17% | TJX COMPANIES INC (TJX) - 0.72% |
| #21 | LIBERTY ENERGY INC CLASS A (LBRT) - 1.09% | CONSOLIDATED EDISON INC (ED) - 0.71% |
| #22 | ADAPTHEALTH CORP ORDINARY SHARES (AHCO) - 1.09% | MERCK & CO INC (MRK) - 0.71% |
| #23 | UNIVERSAL CORP (UVV) - 1.06% | QUALCOMM INC (QCOM) - 0.70% |
| #24 | BRISTOW GROUP INC ORDINARY SHARES (VTOL) - 1.05% | CBOE GLOBAL MARKETS INC (CBOE) - 0.69% |
| #25 | WORLD KINECT CORP (WKC) - 1.05% | CF INDUSTRIES HOLDINGS INC (CF) - 0.68% |
| Total Holdings | 119 | 241 |
XSVM vs AFLG - Historical Returns
Returns include dividend reinvestment.
1M
XSVM
+0.91%
Winner
AFLG
+1.01%
3M
Winner
XSVM
+10.34%
AFLG
+7.83%
6M
Winner
XSVM
+17.31%
AFLG
+9.72%
1Y
Winner
XSVM
+36.57%
AFLG
+23.11%
5Y(CAGR)
XSVM
+6.45%
Winner
AFLG
+12.45%
10Y(CAGR)
XSVM
+12.60%
AFLG
N/A
Max(CAGR)
XSVM
+9.04%
Winner
AFLG
+13.77%
XSVM vs AFLG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | AFLG |
|---|---|---|
| 2026 | +16.43% | +9.53% |
| 2025 | +8.44% | +14.34% |
| 2024 | +2.66% | +27.88% |
| 2023 | +21.36% | +20.66% |
| 2022 | -14.95% | -16.03% |
| 2021 | +57.25% | +28.90% |
| 2020 | +5.22% | +9.97% |
| 2019 | +28.56% | +2.77% |
| 2018 | -12.72% | N/A |
| 2017 | +2.33% | N/A |
| 2016 | +38.71% | N/A |
| 2015 | -8.23% | N/A |
| 2014 | +7.12% | N/A |
| 2013 | +39.94% | N/A |
| 2012 | +19.01% | N/A |
| 2011 | -3.14% | N/A |
| 2010 | +16.35% | N/A |
| 2009 | +16.81% | N/A |
| 2008 | -30.67% | N/A |
| 2007 | -8.82% | N/A |
| 2006 | +15.68% | N/A |
| 2005 | +3.39% | N/A |
XSVM vs AFLG Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for AFLG was -35.84%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.
The current XSVM drawdown is -1.04%. The current AFLG drawdown is -2.50%.
| Rank | XSVM | AFLG |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -35.84% Feb 14, 2020 - Sep 1, 2020 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -23.48% Dec 29, 2021 - Jan 10, 2024 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -17.49% Dec 4, 2024 - Jun 30, 2025 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -9.11% Sep 2, 2020 - Nov 16, 2020 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -8.19% Feb 25, 2026 - Apr 14, 2026 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -7.32% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -5.99% Sep 2, 2021 - Nov 2, 2021 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -5.80% Mar 28, 2024 - May 15, 2024 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -5.21% Feb 12, 2021 - Mar 12, 2021 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -4.81% Oct 27, 2025 - Dec 10, 2025 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -4.21% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -4.04% May 7, 2021 - Jun 25, 2021 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -3.83% Nov 16, 2021 - Dec 8, 2021 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | -3.40% Jan 25, 2021 - Feb 5, 2021 |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | -3.10% Jan 23, 2020 - Feb 5, 2020 |
Correlation
Correlation between XSVM and AFLG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2005 - 2026)
XSVM vs AFLG dividend yield comparison.
| Year | XSVM | AFLG |
|---|---|---|
| 2026 | 0.44% | 0.12% |
| 2025 | 2.29% | 0.84% |
| 2024 | 1.69% | 0.53% |
| 2023 | 1.31% | 1.53% |
| 2022 | 1.79% | 1.52% |
| 2021 | 1.23% | 0.93% |
| 2020 | 1.21% | 1.28% |
| 2019 | 1.22% | 0.20% |
| 2018 | 2.54% | 0.00% |
| 2017 | 1.90% | 0.00% |
| 2016 | 2.29% | 0.00% |
| 2015 | 2.68% | 0.00% |
| 2014 | 1.32% | 0.00% |
| 2013 | 1.15% | 0.00% |
| 2012 | 2.10% | 0.00% |
| 2011 | 1.04% | 0.00% |
| 2010 | 1.18% | 0.00% |
| 2009 | 0.74% | 0.00% |
| 2008 | 1.07% | 0.00% |
| 2007 | 3.70% | 0.00% |
| 2006 | 0.63% | 0.00% |
| 2005 | 0.59% | 0.00% |
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