XSVM vs NML
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and Neuberger Berman Energy Infrastructure and Income Fund Inc (NML, ETF).
5-Year PerformanceNML has outperformed XSVM, delivering a return of +26.2% compared to +8.6%
XSVM vs NML - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XSVM vs NML - Historical Returns
Returns include dividend reinvestment.
XSVM vs NML - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | NML |
|---|---|---|
| 2026 | +22.25% | +27.95% |
| 2025 | +8.44% | +3.66% |
| 2024 | +2.66% | +40.37% |
| 2023 | +21.36% | +17.73% |
| 2022 | -14.95% | +30.79% |
| 2021 | +57.25% | +59.38% |
| 2020 | +5.22% | -46.35% |
| 2019 | +28.56% | +9.79% |
| 2018 | -12.72% | -25.16% |
| 2017 | +2.33% | +5.97% |
| 2016 | +38.71% | +24.35% |
| 2015 | -8.23% | -50.36% |
| 2014 | +7.12% | -0.77% |
| 2013 | +39.94% | -0.94% |
| 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 NML Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for NML was -90.47%, occurring on Mar 18, 2020. Recovery took 2842 trading sessions.
The current XSVM drawdown is -4.08%. The current NML drawdown is -2.80%.
| Rank | XSVM | NML |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -90.47% Oct 3, 2014 - Jan 23, 2026 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -16.89% Apr 23, 2013 - Jul 1, 2014 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -8.73% May 18, 2026 - Jul 21, 2026 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -7.18% Mar 27, 2026 - May 15, 2026 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -6.53% Jul 24, 2026 - Aug 14, 2026 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -4.84% Jul 22, 2014 - Aug 11, 2014 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -4.82% Sep 2, 2014 - Sep 30, 2014 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -3.38% Mar 2, 2026 - Mar 25, 2026 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -2.98% Jan 30, 2026 - Feb 9, 2026 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -2.80% Aug 14, 2026 - Aug 25, 2026 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -2.43% Aug 11, 2014 - Aug 15, 2014 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -1.83% Aug 15, 2014 - Aug 19, 2014 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -1.82% Jul 1, 2014 - Jul 9, 2014 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | -1.43% Feb 13, 2026 - Feb 25, 2026 |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | -1.40% Mar 28, 2013 - Apr 10, 2013 |
Correlation
Correlation between XSVM and NML is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2005 - 2026)
XSVM vs NML dividend yield comparison.
| Year | XSVM | NML |
|---|---|---|
| 2026 | 0.86% | 5.06% |
| 2025 | 2.29% | 8.24% |
| 2024 | 1.69% | 7.94% |
| 2023 | 1.31% | 10.19% |
| 2022 | 1.79% | 4.26% |
| 2021 | 1.23% | 3.54% |
| 2020 | 1.21% | 8.34% |
| 2019 | 1.22% | 9.76% |
| 2018 | 2.54% | 9.87% |
| 2017 | 1.90% | 7.04% |
| 2016 | 2.29% | 8.63% |
| 2015 | 2.68% | 15.44% |
| 2014 | 1.32% | 7.16% |
| 2013 | 1.15% | 4.40% |
| 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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