XSVM vs GDE
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF).
XSVM vs GDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSVM
$613M
Winner
GDE
$613M
Expense Ratio
XSVM
0.37%
Winner
GDE
0.20%
Max Drawdown
XSVM
64.12%
Winner
GDE
32.01%
Sharpe Ratio
Winner
XSVM
1.57
GDE
1.32
5Y Beta
Winner
XSVM
0.91
GDE
1.10
P/E Ratio
Winner
XSVM
19.24
GDE
29.78
Forward P/E
Winner
XSVM
11.17
GDE
22.74
PEG Ratio
XSVM
N/A
GDE
0.42
5Y Dividends CAGR
XSVM
24.29%
GDE
N/A
5Y EPS CAGR
XSVM
12.89%
Winner
GDE
29.38%
Debt to Equity
Winner
XSVM
37.70%
GDE
41.62%
P/S Ratio
Winner
XSVM
0.47
GDE
3.77
P/B Ratio
Winner
XSVM
1.21
GDE
5.89
XSVM vs GDE - Holdings Comparison
XSVM and GDE have 0 common holdings. Overlap is 0.00%
XSVM's top 25 holdings weight is 33.60%. GDE's top 25 holdings weight is 52.79%.
| Rank | XSVM | GDE |
|---|---|---|
| #1 | VISHAY INTERTECHNOLOGY INC (VSH) - 2.34% | NVIDIA CORP (NVDA) - 8.07% |
| #2 | STONEX GROUP INC (SNEX) - 1.99% | ALPHABET INC CLASS A (GOOGL) - 7.09% |
| #3 | MARINEMAX INC (HZO) - 1.88% | APPLE INC (AAPL) - 7.04% |
| #4 | UNITED NATURAL FOODS INC (UNFI) - 1.67% | MICROSOFT CORP (MSFT) - 4.64% |
| #5 | ANDERSONS INC (ANDE) - 1.64% | AMAZON.COM INC (AMZN) - 4.12% |
| #6 | DAUCH CORP (DCH) - 1.35% | BROADCOM INC (AVGO) - 2.81% |
| #7 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.35% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #8 | PAR PACIFIC HOLDINGS INC (PARR) - 1.29% | TESLA INC (TSLA) - 1.92% |
| #9 | SCHOLASTIC CORP (SCHL) - 1.27% | ELI LILLY AND CO (LLY) - 1.58% |
| #10 | DORIAN LPG LTD (LPG) - 1.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.56% |
| #11 | ALPHA & OMEGA SEMICONDUCTOR LTD (AOSL) - 1.26% | MICRON TECHNOLOGY INC (MU) - 1.46% |
| #12 | ADIENT PLC (ADNT) - 1.26% | WALMART INC (WMT) - 1.39% |
| #13 | G-III APPAREL GROUP LTD (GIII) - 1.26% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #14 | GENWORTH FINANCIAL INC (GNW) - 1.24% | ADVANCED MICRO DEVICES INC (AMD) - 1.26% |
| #15 | KAISER ALUMINUM CORP (KALU) - 1.23% | EXXON MOBIL CORP (XOM) - 0.99% |
| #16 | DANA INC (DAN) - 1.21% | VISA INC CLASS A (V) - 0.98% |
| #17 | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.21% | INTEL CORP (INTC) - 0.84% |
| #18 | BENCHMARK ELECTRONICS INC (BHE) - 1.19% | JOHNSON & JOHNSON (JNJ) - 0.79% |
| #19 | SCANSOURCE INC (SCSC) - 1.19% | ORACLE CORP (ORCL) - 0.72% |
| #20 | UNITED FIRE GROUP INC (UFCS) - 1.17% | CISCO SYSTEMS INC (CSCO) - 0.71% |
| #21 | LIBERTY ENERGY INC CLASS A (LBRT) - 1.09% | NEXTERA ENERGY INC (NEE) - 0.26% |
| #22 | ADAPTHEALTH CORP ORDINARY SHARES (AHCO) - 1.09% | TJX COMPANIES INC (TJX) - 0.26% |
| #23 | UNIVERSAL CORP (UVV) - 1.06% | AT&T INC (T) - 0.26% |
| #24 | BRISTOW GROUP INC ORDINARY SHARES (VTOL) - 1.05% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.25% |
| #25 | WORLD KINECT CORP (WKC) - 1.05% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.25% |
| Total Holdings | 119 | 463 |
XSVM vs GDE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSVM
+0.91%
GDE
-3.89%
3M
Winner
XSVM
+10.34%
GDE
-7.86%
6M
Winner
XSVM
+17.31%
GDE
+6.10%
1Y
XSVM
+36.57%
Winner
GDE
+46.83%
5Y(CAGR)
XSVM
+6.45%
Winner
GDE
+28.38%
10Y(CAGR)
XSVM
+12.60%
GDE
N/A
Max(CAGR)
XSVM
+9.04%
Winner
GDE
+28.38%
XSVM vs GDE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | GDE |
|---|---|---|
| 2026 | +16.43% | +4.52% |
| 2025 | +8.44% | +73.61% |
| 2024 | +2.66% | +46.71% |
| 2023 | +21.36% | +32.98% |
| 2022 | -14.95% | -18.68% |
| 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 GDE Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.
The current XSVM drawdown is -1.04%. The current GDE drawdown is -15.24%.
| Rank | XSVM | GDE |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -32.01% Mar 30, 2022 - Dec 1, 2023 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -22.66% Jan 28, 2026 - Mar 26, 2026 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -16.45% Feb 13, 2025 - Apr 24, 2025 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -10.73% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -8.96% Oct 20, 2025 - Dec 19, 2025 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -7.89% Dec 11, 2024 - Jan 22, 2025 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -7.30% Oct 30, 2024 - Dec 11, 2024 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -5.98% Apr 11, 2024 - May 15, 2024 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -5.94% Aug 27, 2024 - Sep 13, 2024 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -5.62% Dec 26, 2025 - Jan 12, 2026 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -5.25% May 21, 2024 - Jul 5, 2024 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -4.77% Feb 9, 2024 - Mar 1, 2024 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -4.40% Jul 22, 2025 - Aug 8, 2025 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | -4.08% Dec 27, 2023 - Jan 29, 2024 |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | -3.85% Aug 8, 2025 - Aug 28, 2025 |
Correlation
Correlation between XSVM and GDE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2005 - 2026)
XSVM vs GDE dividend yield comparison.
| Year | XSVM | GDE |
|---|---|---|
| 2026 | 0.44% | 0.00% |
| 2025 | 2.29% | 4.32% |
| 2024 | 1.69% | 7.14% |
| 2023 | 1.31% | 2.22% |
| 2022 | 1.79% | 0.81% |
| 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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