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XSVM vs HQL

Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and abrdn Life Sciences Investors (HQL, ETF).

5-Year PerformanceXSVM has outperformed HQL, delivering a return of +7.4% compared to +7.1%

XSVM vs HQL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XSVM
$607M
HQL
$604M
Expense Ratio
XSVM
0.37%
HQL
N/A
Max Drawdown
Winner
XSVM
64.12%
HQL
84.10%
Sharpe Ratio
XSVM
1.65
Winner
HQL
1.76
5Y Beta
XSVM
0.90
Winner
HQL
0.72
P/E Ratio
XSVM
20.48
HQL
N/A
Forward P/E
XSVM
11.48
HQL
N/A
5Y Dividends CAGR
Winner
XSVM
24.29%
HQL
9.07%
5Y EPS CAGR
XSVM
11.91%
HQL
N/A
Debt to Equity
XSVM
37.90%
HQL
N/A
P/S Ratio
XSVM
0.48
HQL
N/A
P/B Ratio
XSVM
1.23
HQL
N/A

XSVM vs HQL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XSVM
+6.11%
HQL
-3.25%
3M
Winner
XSVM
+19.23%
HQL
+5.30%
6M
Winner
XSVM
+18.47%
HQL
+5.52%
1Y
XSVM
+38.74%
Winner
HQL
+47.84%
5Y(CAGR)
Winner
XSVM
+7.43%
HQL
+7.12%
10Y(CAGR)
Winner
XSVM
+13.18%
HQL
+9.67%
Max(CAGR)
XSVM
+9.22%
Winner
HQL
+10.81%

XSVM vs HQL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXSVMHQL
2026+20.89%+7.85%
2025+8.44%+44.05%
2024+2.66%+8.82%
2023+21.36%+3.56%
2022-14.95%-19.50%
2021+57.25%+7.51%
2020+5.22%+24.15%
2019+28.56%+22.34%
2018-12.72%-16.96%
2017+2.33%+23.41%
2016+38.71%-17.36%
2015-8.23%+5.15%
2014+7.12%+32.12%
2013+39.94%+45.86%
2012+19.01%+35.62%
2011-3.14%+19.57%
2010+16.35%+19.26%
2009+16.81%+8.27%
2008-30.67%-27.57%
2007-8.82%+7.75%
2006+15.68%-6.90%
2005+3.39%+11.70%
2004N/A+8.55%
2003N/A+38.11%
2002N/A-35.94%
2001N/A+17.75%
2000N/A+21.69%
1999N/A+36.71%

XSVM vs HQL Drawdown Comparison

The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.

The maximum drawdown for HQL was -62.49%, occurring on Oct 9, 2002. Recovery took 2992 trading sessions.

The current HQL drawdown is -5.10%.

RankXSVMHQL
#1-62.59%
Jun 4, 2007 - Jan 4, 2013
-62.49%
Feb 18, 2000 - Jan 11, 2012
#2-49.01%
Dec 18, 2019 - Nov 24, 2020
-45.19%
Jul 23, 2015 - Nov 27, 2020
#3-26.22%
Nov 25, 2024 - Dec 11, 2025
-38.82%
Sep 7, 2021 - Sep 26, 2025
#4-25.98%
Nov 8, 2021 - Dec 26, 2023
-18.54%
Feb 27, 2014 - Oct 28, 2014
#5-24.40%
Jun 23, 2015 - Aug 23, 2016
-16.72%
May 15, 2013 - Jul 26, 2013
#6-23.63%
Aug 21, 2018 - Nov 25, 2019
-13.80%
Oct 8, 2012 - Dec 11, 2012
#7-15.60%
Jun 8, 2021 - Nov 3, 2021
-11.50%
Feb 19, 2021 - Jun 29, 2021
#8-14.08%
Mar 12, 2021 - May 26, 2021
-10.25%
Oct 31, 2025 - Nov 24, 2025
#9-13.52%
Jul 3, 2014 - Dec 29, 2014
-10.01%
Aug 2, 2013 - Sep 11, 2013
#10-12.04%
Jul 31, 2024 - Nov 6, 2024
-9.85%
Jan 27, 2000 - Feb 7, 2000
#11-11.70%
Jan 27, 2021 - Mar 3, 2021
-9.07%
Mar 20, 2015 - Jun 22, 2015
#12-11.61%
Jan 4, 2017 - Dec 4, 2017
-8.92%
Nov 8, 1999 - Dec 21, 1999
#13-10.65%
Mar 4, 2005 - Jun 16, 2005
-8.61%
Dec 18, 2014 - Jan 13, 2015
#14-10.47%
Jan 12, 2018 - May 18, 2018
-8.18%
Sep 11, 2013 - Nov 25, 2013
#15-10.35%
May 9, 2006 - Oct 13, 2006
-8.13%
Dec 12, 2014 - Dec 18, 2014

Correlation

Correlation between XSVM and HQL is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2000 - 2026)

XSVM vs HQL dividend yield comparison.

YearXSVMHQL
20260.42%6.61%
20252.29%10.85%
20241.69%14.18%
20231.31%9.44%
20221.79%9.57%
20211.23%8.79%
20201.21%7.90%
20191.22%8.03%
20182.54%10.72%
20171.90%8.25%
20162.29%12.18%
20152.68%11.84%
20141.32%7.11%
20131.15%6.80%
20122.10%8.00%
20111.04%12.38%
20101.18%4.83%
20090.74%4.45%
20081.07%12.73%
20073.70%8.83%
20060.63%9.22%
20050.59%13.15%
20040.00%8.57%
20030.00%7.99%
20020.00%18.33%
20010.00%14.60%
20000.00%14.25%

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