XSVM vs EPOL
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and ISHARES MSCI POLAND ETF (EPOL, ETF).
5-Year PerformanceEPOL has outperformed XSVM, delivering a return of +15.2% compared to +6.4%
XSVM vs EPOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XSVM vs EPOL - Historical Returns
Returns include dividend reinvestment.
XSVM vs EPOL - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | EPOL |
|---|---|---|
| 2026 | +16.43% | +7.31% |
| 2025 | +8.44% | +77.05% |
| 2024 | +2.66% | +0.73% |
| 2023 | +21.36% | +48.48% |
| 2022 | -14.95% | -25.75% |
| 2021 | +57.25% | +10.36% |
| 2020 | +5.22% | -10.95% |
| 2019 | +28.56% | -6.51% |
| 2018 | -12.72% | -14.69% |
| 2017 | +2.33% | +50.60% |
| 2016 | +38.71% | +5.51% |
| 2015 | -8.23% | -21.92% |
| 2014 | +7.12% | -14.73% |
| 2013 | +39.94% | +3.11% |
| 2012 | +19.01% | +37.01% |
| 2011 | -3.14% | -32.38% |
| 2010 | +16.35% | +37.32% |
| 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 EPOL Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.
The current XSVM drawdown is -1.04%. The current EPOL drawdown is -4.28%.
| Rank | XSVM | EPOL |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -63.79% Apr 27, 2011 - Feb 18, 2025 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -15.87% Nov 4, 2010 - Mar 29, 2011 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -15.81% Mar 18, 2025 - Apr 22, 2025 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -11.04% Feb 9, 2026 - Apr 9, 2026 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -10.69% May 27, 2010 - Jun 15, 2010 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -10.00% Aug 9, 2010 - Sep 14, 2010 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -8.95% Jun 15, 2010 - Jul 12, 2010 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -8.16% Aug 13, 2025 - Oct 23, 2025 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -6.62% Apr 17, 2026 - Apr 29, 2026 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -6.57% Oct 28, 2025 - Dec 10, 2025 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -6.10% Oct 14, 2010 - Nov 2, 2010 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -5.73% May 28, 2025 - Jun 26, 2025 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -5.46% Feb 18, 2025 - Mar 5, 2025 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | -5.23% Jul 23, 2025 - Aug 7, 2025 |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | -3.77% Apr 14, 2011 - Apr 20, 2011 |
Correlation
Correlation between XSVM and EPOL is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2005 - 2026)
XSVM vs EPOL dividend yield comparison.
| Year | XSVM | EPOL |
|---|---|---|
| 2026 | 0.44% | 0.00% |
| 2025 | 2.29% | 4.78% |
| 2024 | 1.69% | 6.04% |
| 2023 | 1.31% | 2.87% |
| 2022 | 1.79% | 2.64% |
| 2021 | 1.23% | 1.33% |
| 2020 | 1.21% | 1.44% |
| 2019 | 1.22% | 2.51% |
| 2018 | 2.54% | 1.44% |
| 2017 | 1.90% | 1.88% |
| 2016 | 2.29% | 2.14% |
| 2015 | 2.68% | 2.53% |
| 2014 | 1.32% | 3.44% |
| 2013 | 1.15% | 3.28% |
| 2012 | 2.10% | 3.11% |
| 2011 | 1.04% | 5.75% |
| 2010 | 1.18% | 1.08% |
| 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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