XSVM vs IXP
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and ISHARES GLOBAL COMM SERVICES ETF (IXP, ETF).
5-Year PerformanceIXP has outperformed XSVM, delivering a return of +8.4% compared to +7.4%
XSVM vs IXP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XSVM
$607M
IXP
$606M
Expense Ratio
Winner
XSVM
0.37%
IXP
0.40%
Max Drawdown
XSVM
64.12%
Winner
IXP
53.06%
Sharpe Ratio
Winner
XSVM
1.65
IXP
0.65
5Y Beta
XSVM
0.90
Winner
IXP
0.82
P/E Ratio
XSVM
20.48
Winner
IXP
18.03
Forward P/E
Winner
XSVM
11.48
IXP
16.71
PEG Ratio
XSVM
N/A
IXP
0.21
5Y Dividends CAGR
XSVM
24.29%
Winner
IXP
31.13%
5Y EPS CAGR
XSVM
11.91%
Winner
IXP
23.89%
Debt to Equity
XSVM
37.90%
Winner
IXP
30.01%
P/S Ratio
Winner
XSVM
0.48
IXP
2.84
P/B Ratio
Winner
XSVM
1.23
IXP
3.48
XSVM vs IXP - Holdings Comparison
XSVM and IXP have 1 common holdings. Overlap is -0.02%
XSVM's top 25 holdings weight is 34.20%. IXP's top 25 holdings weight is 85.83%.
| Rank | XSVM | IXP |
|---|---|---|
| #1 | VISHAY INTERTECHNOLOGY INC (VSH) - 2.90% | META PLATFORMS INC CLASS A (META) - 14.77% |
| #2 | MARINEMAX INC (HZO) - 1.88% | ALPHABET INC CLASS A (GOOGL) - 13.08% |
| #3 | STONEX GROUP INC (SNEX) - 1.87% | ALPHABET INC CLASS C (GOOG) - 10.41% |
| #4 | UNITED NATURAL FOODS INC (UNFI) - 1.74% | THE WALT DISNEY CO (DIS) - 4.50% |
| #5 | ANDERSONS INC (ANDE) - 1.67% | SOFTBANK GROUP CORP (n/a) - 4.34% |
| #6 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.45% | VERIZON COMMUNICATIONS INC (VZ) - 4.20% |
| #7 | ALPHA & OMEGA SEMICONDUCTOR LTD (AOSL) - 1.39% | NETFLIX INC (NFLX) - 4.14% |
| #8 | DAUCH CORP (DCH) - 1.36% | AT&T INC (T) - 4.10% |
| #9 | SCHOLASTIC CORP (SCHL) - 1.32% | TENCENT HOLDINGS LTD (n/a) - 3.80% |
| #10 | PAR PACIFIC HOLDINGS INC (PARR) - 1.30% | DEUTSCHE TELEKOM AG (n/a) - 3.07% |
| #11 | G-III APPAREL GROUP LTD (GIII) - 1.29% | T-MOBILE US INC (TMUS) - 2.39% |
| #12 | SCANSOURCE INC (SCSC) - 1.27% | COMCAST CORP CLASS A (CMCSA) - 2.38% |
| #13 | KAISER ALUMINUM CORP (KALU) - 1.26% | n/a (WBD) - 1.76% |
| #14 | ADIENT PLC (ADNT) - 1.25% | NINTENDO CO LTD (n/a) - 1.40% |
| #15 | DANA INC (DAN) - 1.25% | NTT INC (n/a) - 1.32% |
| #16 | CORSAIR GAMING INC ORDINARY SHARES (CRSR) - 1.17% | KDDI CORP (n/a) - 1.26% |
| #17 | GENWORTH FINANCIAL INC (GNW) - 1.17% | ELECTRONIC ARTS INC (EA) - 1.19% |
| #18 | BENCHMARK ELECTRONICS INC (BHE) - 1.17% | TELSTRA GROUP LTD (n/a) - 1.14% |
| #19 | DORIAN LPG LTD (LPG) - 1.14% | SOFTBANK CORP (n/a) - 1.06% |
| #20 | UNITED FIRE GROUP INC (UFCS) - 1.08% | NETEASE INC ORDINARY SHARES (n/a) - 1.04% |
| #21 | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.08% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.04% |
| #22 | LIBERTY ENERGY INC CLASS A (LBRT) - 1.06% | ORANGE SA (n/a) - 1.02% |
| #23 | UNIVERSAL CORP (UVV) - 1.05% | BAIDU INC (n/a) - 0.96% |
| #24 | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.04% | VODAFONE GROUP PLC (n/a) - 0.77% |
| #25 | KOHL'S CORP (KSS) - 1.04% | LIVE NATION ENTERTAINMENT INC (LYV) - 0.69% |
| Total Holdings | 119 | 85 |
XSVM vs IXP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSVM
+6.11%
IXP
-3.17%
3M
Winner
XSVM
+19.23%
IXP
-0.07%
6M
Winner
XSVM
+18.47%
IXP
-0.29%
1Y
Winner
XSVM
+38.74%
IXP
+13.29%
5Y(CAGR)
XSVM
+7.43%
Winner
IXP
+8.39%
10Y(CAGR)
Winner
XSVM
+13.18%
IXP
+9.33%
Max(CAGR)
Winner
XSVM
+9.22%
IXP
+6.69%
XSVM vs IXP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | IXP |
|---|---|---|
| 2026 | +20.89% | -1.38% |
| 2025 | +8.44% | +28.75% |
| 2024 | +2.66% | +32.58% |
| 2023 | +21.36% | +36.66% |
| 2022 | -14.95% | -33.85% |
| 2021 | +57.25% | +13.71% |
| 2020 | +5.22% | +20.64% |
| 2019 | +28.56% | +24.18% |
| 2018 | -12.72% | -14.27% |
| 2017 | +2.33% | +5.52% |
| 2016 | +38.71% | +6.96% |
| 2015 | -8.23% | +0.08% |
| 2014 | +7.12% | -0.28% |
| 2013 | +39.94% | +21.66% |
| 2012 | +19.01% | +6.25% |
| 2011 | -3.14% | +0.31% |
| 2010 | +16.35% | +9.48% |
| 2009 | +16.81% | +10.09% |
| 2008 | -30.67% | -30.11% |
| 2007 | -8.82% | +23.94% |
| 2006 | +15.68% | +31.42% |
| 2005 | +3.39% | -5.20% |
| 2004 | N/A | +17.65% |
| 2003 | N/A | +21.44% |
| 2002 | N/A | -27.77% |
| 2001 | N/A | -0.87% |
XSVM vs IXP Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for IXP was -50.11%, occurring on Mar 9, 2009. Recovery took 1479 trading sessions.
The current IXP drawdown is -5.78%.
| Rank | XSVM | IXP |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -50.11% Oct 29, 2007 - Sep 13, 2013 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -45.32% Jan 4, 2002 - Nov 26, 2004 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -44.29% Sep 7, 2021 - Jun 5, 2024 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -27.11% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -19.89% Jan 26, 2018 - Apr 29, 2019 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -17.54% Feb 14, 2025 - Jun 6, 2025 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -13.99% Apr 28, 2015 - Apr 19, 2016 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -13.95% Aug 15, 2016 - Dec 12, 2017 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -12.26% Jan 29, 2026 - Mar 27, 2026 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -10.63% Sep 2, 2020 - Nov 5, 2020 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -9.22% Dec 31, 2004 - Mar 22, 2006 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -9.13% Apr 29, 2019 - Jul 26, 2019 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -8.98% Jul 29, 2014 - Apr 23, 2015 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | -8.65% Jul 10, 2024 - Sep 20, 2024 |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | -8.28% Jul 19, 2007 - Sep 13, 2007 |
Correlation
Correlation between XSVM and IXP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2001 - 2026)
XSVM vs IXP dividend yield comparison.
| Year | XSVM | IXP |
|---|---|---|
| 2026 | 0.42% | 0.00% |
| 2025 | 2.29% | 2.98% |
| 2024 | 1.69% | 1.35% |
| 2023 | 1.31% | 1.24% |
| 2022 | 1.79% | 0.62% |
| 2021 | 1.23% | 1.80% |
| 2020 | 1.21% | 0.95% |
| 2019 | 1.22% | 2.18% |
| 2018 | 2.54% | 4.32% |
| 2017 | 1.90% | 3.41% |
| 2016 | 2.29% | 4.02% |
| 2015 | 2.68% | 3.89% |
| 2014 | 1.32% | 12.39% |
| 2013 | 1.15% | 3.40% |
| 2012 | 2.10% | 4.76% |
| 2011 | 1.04% | 5.44% |
| 2010 | 1.18% | 4.23% |
| 2009 | 0.74% | 4.05% |
| 2008 | 1.07% | 4.66% |
| 2007 | 3.70% | 1.96% |
| 2006 | 0.63% | 2.39% |
| 2005 | 0.59% | 2.53% |
| 2004 | 0.00% | 1.25% |
| 2003 | 0.00% | 1.42% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.03% |
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