XSVM vs DSU
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and BlackRock Debt Strategies Fund Inc (DSU, ETF).
5-Year PerformanceXSVM has outperformed DSU, delivering a return of +7.4% compared to +6.8%
XSVM vs DSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XSVM vs DSU - Historical Returns
Returns include dividend reinvestment.
XSVM vs DSU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | DSU |
|---|---|---|
| 2026 | +20.89% | -0.06% |
| 2025 | +8.44% | +5.03% |
| 2024 | +2.66% | +11.83% |
| 2023 | +21.36% | +29.30% |
| 2022 | -14.95% | -15.84% |
| 2021 | +57.25% | +20.28% |
| 2020 | +5.22% | +2.25% |
| 2019 | +28.56% | +21.10% |
| 2018 | -12.72% | -10.89% |
| 2017 | +2.33% | +10.10% |
| 2016 | +38.71% | +21.39% |
| 2015 | -8.23% | -1.18% |
| 2014 | +7.12% | +0.25% |
| 2013 | +39.94% | -0.31% |
| 2012 | +19.01% | +18.15% |
| 2011 | -3.14% | +10.38% |
| 2010 | +16.35% | +15.57% |
| 2009 | +16.81% | +49.57% |
| 2008 | -30.67% | -48.60% |
| 2007 | -8.82% | -15.32% |
| 2006 | +15.68% | +28.62% |
| 2005 | +3.39% | -0.81% |
| 2004 | N/A | +10.41% |
| 2003 | N/A | +36.60% |
| 2002 | N/A | -2.25% |
| 2001 | N/A | +14.21% |
| 2000 | N/A | -1.28% |
| 1999 | N/A | -5.08% |
XSVM vs DSU Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.
The current DSU drawdown is -2.32%.
| Rank | XSVM | DSU |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -71.89% Feb 1, 2007 - Jul 3, 2012 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -45.38% Feb 19, 2020 - Jan 15, 2021 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -30.49% May 16, 2002 - Mar 31, 2003 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -24.22% Dec 28, 2021 - Nov 24, 2023 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -20.52% Aug 16, 2000 - Jan 18, 2001 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -19.43% Jan 31, 2001 - Jan 7, 2002 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -18.01% Jan 21, 2004 - Oct 5, 2004 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -16.34% May 8, 2013 - Jul 22, 2016 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -14.59% Feb 14, 2025 - May 29, 2025 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -14.04% Dec 28, 2004 - Jul 14, 2005 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -13.43% Aug 24, 2018 - Apr 12, 2019 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -12.41% Jul 11, 2003 - Oct 8, 2003 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -10.74% Oct 4, 2012 - Jan 11, 2013 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | -10.58% Sep 12, 2005 - Jan 12, 2006 |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | -10.00% Nov 5, 1999 - Jul 27, 2000 |
Correlation
Correlation between XSVM and DSU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
XSVM vs DSU dividend yield comparison.
| Year | XSVM | DSU |
|---|---|---|
| 2026 | 0.42% | 5.09% |
| 2025 | 2.29% | 11.63% |
| 2024 | 1.69% | 11.01% |
| 2023 | 1.31% | 9.70% |
| 2022 | 1.79% | 7.56% |
| 2021 | 1.23% | 6.21% |
| 2020 | 1.21% | 7.96% |
| 2019 | 1.22% | 7.43% |
| 2018 | 2.54% | 8.41% |
| 2017 | 1.90% | 6.98% |
| 2016 | 2.29% | 6.60% |
| 2015 | 2.68% | 8.07% |
| 2014 | 1.32% | 7.96% |
| 2013 | 1.15% | 8.47% |
| 2012 | 2.10% | 7.77% |
| 2011 | 1.04% | 8.35% |
| 2010 | 1.18% | 9.08% |
| 2009 | 0.74% | 11.56% |
| 2008 | 1.07% | 24.45% |
| 2007 | 3.70% | 11.73% |
| 2006 | 0.63% | 8.86% |
| 2005 | 0.59% | 10.30% |
| 2004 | 0.00% | 9.46% |
| 2003 | 0.00% | 11.24% |
| 2002 | 0.00% | 14.34% |
| 2001 | 0.00% | 14.43% |
| 2000 | 0.00% | 7.55% |
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