XSVM vs BRES
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and BURNEY U.S. EQUITY SELECT ETF (BRES, ETF).
XSVM vs BRES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XSVM
$673M
BRES
$673M
Expense Ratio
Winner
XSVM
0.37%
BRES
0.79%
Max Drawdown
XSVM
64.12%
Winner
BRES
9.31%
Sharpe Ratio
Winner
XSVM
1.14
BRES
1.03
5Y Beta
Winner
XSVM
0.86
BRES
1.04
P/E Ratio
Winner
XSVM
13.64
BRES
24.91
Forward P/E
Winner
XSVM
10.79
BRES
19.59
PEG Ratio
XSVM
N/A
BRES
0.31
5Y Dividends CAGR
XSVM
26.86%
BRES
N/A
5Y EPS CAGR
XSVM
6.92%
Winner
BRES
24.41%
Debt to Equity
XSVM
35.55%
BRES
N/A
P/S Ratio
Winner
XSVM
0.56
BRES
2.03
P/B Ratio
Winner
XSVM
1.18
BRES
4.79
XSVM vs BRES - Holdings Comparison
XSVM and BRES have 14 common holdings. Overlap is 0.15%
XSVM's top 25 holdings weight is 31.07%. BRES's top 25 holdings weight is 48.34%.
| Rank | XSVM | BRES |
|---|---|---|
| #1 | KOHL'S CORP (KSS) - 2.45% | APPLE INC (AAPL) - 3.87% |
| #2 | LINCOLN NATIONAL CORP (LNC) - 1.82% | OTHER ASSETS AND LIABILITIES (n/a) - 3.85% |
| #3 | MARINEMAX INC (HZO) - 1.58% | ALPHABET INC CLASS A (GOOGL) - 3.63% |
| #4 | GENWORTH FINANCIAL INC (GNW) - 1.51% | BROADCOM INC (AVGO) - 3.49% |
| #5 | PAR PACIFIC HOLDINGS INC (PARR) - 1.47% | NVIDIA CORP (NVDA) - 3.42% |
| #6 | SALLY BEAUTY HOLDINGS INC (SBH) - 1.44% | LAM RESEARCH CORP (LRCX) - 2.52% |
| #7 | DEL MONTE CORP (DMC) - 1.30% | BURNEY U.S. FACTOR ROTATION ETF (BRNY) - 2.41% |
| #8 | DAUCH CORP (DCH) - 1.25% | ARISTA NETWORKS INC (ANET) - 2.17% |
| #9 | SCANSOURCE INC (SCSC) - 1.25% | MICROSOFT CORP (MSFT) - 2.11% |
| #10 | ADIENT PLC (ADNT) - 1.24% | META PLATFORMS INC CLASS A (META) - 1.98% |
| #11 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.15% | CBOE GLOBAL MARKETS INC (CBOE) - 1.94% |
| #12 | G-III APPAREL GROUP LTD (GIII) - 1.12% | MCKESSON CORP (MCK) - 1.82% |
| #13 | CUSHMAN & WAKEFIELD LTD (CWK) - 1.10% | AMAZON.COM INC (AMZN) - 1.65% |
| #14 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.07% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.64% |
| #15 | KOPPERS HOLDINGS INC (KOP) - 1.07% | TARGA RESOURCES CORP (TRGP) - 1.57% |
| #16 | UNITED NATURAL FOODS INC (UNFI) - 1.06% | PALO ALTO NETWORKS INC (PANW) - 1.30% |
| #17 | ANDERSONS INC (ANDE) - 1.06% | CAPITAL ONE FINANCIAL CORP (COF) - 1.21% |
| #18 | ADAMAS TRUST INC (ADAM) - 1.04% | JPMORGAN CHASE & CO (JPM) - 1.17% |
| #19 | NMI HOLDINGS INC (NMIH) - 1.03% | PARKER HANNIFIN CORP (PH) - 1.05% |
| #20 | ENCORE CAPITAL GROUP INC (ECPG) - 1.02% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.04% |
| #21 | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.02% | NETFLIX INC (NFLX) - 0.92% |
| #22 | STANDARD MOTOR PRODUCTS INC (SMP) - 1.01% | CIRRUS LOGIC INC (CRUS) - 0.92% |
| #23 | UNITED FIRE GROUP INC (UFCS) - 1.01% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.92% |
| #24 | SIRIUSPOINT LTD (SPNT) - 1.01% | FAIR ISAAC CORP (FICO) - 0.90% |
| #25 | HOPE BANCORP INC (HOPE) - 0.99% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.84% |
| Total Holdings | 120 | 830 |
XSVM vs BRES - Historical Returns
Returns include dividend reinvestment.
1M
XSVM
-1.70%
Winner
BRES
+3.11%
3M
Winner
XSVM
+4.37%
BRES
+2.92%
6M
Winner
XSVM
+11.91%
BRES
+8.38%
1Y
XSVM
+25.03%
BRES
N/A
5Y(CAGR)
XSVM
+8.63%
BRES
N/A
10Y(CAGR)
XSVM
+12.49%
BRES
N/A
Max(CAGR)
XSVM
+9.19%
Winner
BRES
+20.54%
XSVM vs BRES - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | BRES |
|---|---|---|
| 2026 | +22.25% | +10.83% |
| 2025 | +8.44% | N/A |
| 2024 | +2.66% | N/A |
| 2023 | +21.36% | N/A |
| 2022 | -14.95% | N/A |
| 2021 | +57.25% | N/A |
| 2020 | +5.22% | N/A |
| 2019 | +28.56% | N/A |
| 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 BRES Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current XSVM drawdown is -4.08%. The current BRES drawdown is -1.55%.
| Rank | XSVM | BRES |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -9.14% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -4.73% Jul 10, 2026 - Aug 4, 2026 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -4.30% Jun 4, 2026 - Jun 15, 2026 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -2.89% May 14, 2026 - May 26, 2026 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -2.63% Aug 14, 2026 - Aug 20, 2026 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -2.18% Jun 15, 2026 - Jul 6, 2026 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -1.29% Aug 4, 2026 - Aug 12, 2026 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -1.20% Jul 6, 2026 - Jul 9, 2026 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -1.15% Apr 17, 2026 - May 1, 2026 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -0.59% May 6, 2026 - May 8, 2026 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -0.59% May 26, 2026 - Jun 4, 2026 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -0.48% May 1, 2026 - May 5, 2026 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -0.44% May 8, 2026 - May 14, 2026 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | N/A |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | N/A |
Correlation
Correlation between XSVM and BRES is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2005 - 2026)
XSVM vs BRES dividend yield comparison.
| Year | XSVM | BRES |
|---|---|---|
| 2026 | 0.86% | 0.16% |
| 2025 | 2.29% | 0.00% |
| 2024 | 1.69% | 0.00% |
| 2023 | 1.31% | 0.00% |
| 2022 | 1.79% | 0.00% |
| 2021 | 1.23% | 0.00% |
| 2020 | 1.21% | 0.00% |
| 2019 | 1.22% | 0.00% |
| 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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