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XSVM vs RPAR

Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and RPAR RISK PARITY ETF (RPAR, ETF).

5-Year PerformanceXSVM has outperformed RPAR, delivering a return of +7.4% compared to +1.3%

XSVM vs RPAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XSVM
$607M
Winner
RPAR
$608M
Expense Ratio
Winner
XSVM
0.37%
RPAR
0.52%
Max Drawdown
XSVM
64.12%
Winner
RPAR
34.80%
Sharpe Ratio
Winner
XSVM
1.65
RPAR
1.25
5Y Beta
XSVM
0.90
Winner
RPAR
0.39
P/E Ratio
XSVM
20.48
RPAR
N/A
Forward P/E
XSVM
11.48
RPAR
N/A
5Y Dividends CAGR
XSVM
24.29%
Winner
RPAR
25.77%
5Y EPS CAGR
XSVM
11.91%
RPAR
N/A
Debt to Equity
XSVM
37.90%
RPAR
N/A
P/S Ratio
XSVM
0.48
RPAR
N/A
P/B Ratio
XSVM
1.23
RPAR
N/A

XSVM vs RPAR - Holdings Comparison

XSVM and RPAR have 2 common holdings. Overlap is -33.95%

XSVM's top 25 holdings weight is 34.20%. RPAR's top 25 holdings weight is 79.57%.

RankXSVMRPAR
#1
VISHAY INTERTECHNOLOGY INC (VSH) - 2.90%
VANGUARD TOTAL STOCK MARKET ETF (VTI) - 12.49%
#2
MARINEMAX INC (HZO) - 1.88%
SPDR® GOLD MINISHARES (GLDM) - 9.97%
#3
STONEX GROUP INC (SNEX) - 1.87%
UNITED STATES TREASURY BONDS 1% (n/a) - 7.90%
#4
UNITED NATURAL FOODS INC (UNFI) - 1.74%
VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 7.60%
#5
ANDERSONS INC (ANDE) - 1.67%
UNITED STATES TREASURY BONDS 0.75% (n/a) - 5.26%
#6
SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.45%
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 5.01%
#7
ALPHA & OMEGA SEMICONDUCTOR LTD (AOSL) - 1.39%
UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.69%
#8
DAUCH CORP (DCH) - 1.36%
UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.02%
#9
SCHOLASTIC CORP (SCHL) - 1.32%
UNITED STATES TREASURY BONDS 0.63% (n/a) - 3.01%
#10
PAR PACIFIC HOLDINGS INC (PARR) - 1.30%
UNITED STATES TREASURY BONDS 2.38% (n/a) - 2.87%
#11
G-III APPAREL GROUP LTD (GIII) - 1.29%
UNITED STATES TREASURY BONDS 0.88% (n/a) - 2.79%
#12
SCANSOURCE INC (SCSC) - 1.27%
UNITED STATES TREASURY BONDS 1.5% (n/a) - 2.38%
#13
KAISER ALUMINUM CORP (KALU) - 1.26%
UNITED STATES TREASURY BONDS 2.13% (n/a) - 2.23%
#14
ADIENT PLC (ADNT) - 1.25%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.96%
#15
DANA INC (DAN) - 1.25%
OTHER ASSETS AND LIABILITIES (n/a) - 1.52%
#16
CORSAIR GAMING INC ORDINARY SHARES (CRSR) - 1.17%
UNITED STATES TREASURY BONDS 0.25% (n/a) - 1.48%
#17
GENWORTH FINANCIAL INC (GNW) - 1.17%
EXXON MOBIL CORP (XOM) - 1.17%
#18
BENCHMARK ELECTRONICS INC (BHE) - 1.17%
DEERE & CO (DE) - 1.12%
#19
DORIAN LPG LTD (LPG) - 1.14%
BHP GROUP LTD ADR (BHP) - 0.87%
#20
UNITED FIRE GROUP INC (UFCS) - 1.08%
RIO TINTO PLC ADR (RIO) - 0.71%
#21
EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.08%
CHEVRON CORP (CVX) - 0.69%
#22
LIBERTY ENERGY INC CLASS A (LBRT) - 1.06%
SOUTHERN COPPER CORP (SCCO) - 0.57%
#23
UNIVERSAL CORP (UVV) - 1.05%
n/a (SHEL) - 0.45%
#24
BREAD FINANCIAL HOLDINGS INC (BFH) - 1.04%
TOTALENERGIES SE (TTE) - 0.41%
#25
KOHL'S CORP (KSS) - 1.04%
FREEPORT-MCMORAN INC (FCX) - 0.40%
Total Holdings119149

XSVM vs RPAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XSVM
+6.11%
RPAR
-0.94%
3M
Winner
XSVM
+19.23%
RPAR
+0.80%
6M
Winner
XSVM
+18.47%
RPAR
+6.32%
1Y
Winner
XSVM
+38.74%
RPAR
+16.83%
5Y(CAGR)
Winner
XSVM
+7.43%
RPAR
+1.33%
10Y(CAGR)
XSVM
+13.18%
RPAR
N/A
Max(CAGR)
Winner
XSVM
+9.22%
RPAR
+4.34%

XSVM vs RPAR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearXSVMRPAR
2026+20.89%+5.23%
2025+8.44%+17.50%
2024+2.66%+0.60%
2023+21.36%+5.47%
2022-14.95%-22.43%
2021+57.25%+6.70%
2020+5.22%+17.68%
2019+28.56%+0.11%
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 RPAR Drawdown Comparison

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

The maximum drawdown for RPAR was -30.14%, occurring on Oct 20, 2022. Recovery took 1055 trading sessions.

The current RPAR drawdown is -3.93%.

RankXSVMRPAR
#1-62.59%
Jun 4, 2007 - Jan 4, 2013		-30.14%
Nov 9, 2021 - Jan 26, 2026
#2-49.01%
Dec 18, 2019 - Nov 24, 2020		-19.82%
Mar 6, 2020 - Jun 10, 2020
#3-26.22%
Nov 25, 2024 - Dec 11, 2025		-8.10%
Feb 27, 2026 - Mar 20, 2026
#4-25.98%
Nov 8, 2021 - Dec 26, 2023		-6.37%
Jan 20, 2021 - Jun 1, 2021
#5-24.40%
Jun 23, 2015 - Aug 23, 2016		-5.82%
Aug 6, 2020 - Nov 20, 2020
#6-23.63%
Aug 21, 2018 - Nov 25, 2019		-3.82%
Sep 15, 2021 - Oct 26, 2021
#7-15.60%
Jun 8, 2021 - Nov 3, 2021		-2.81%
Jan 29, 2026 - Feb 10, 2026
#8-14.08%
Mar 12, 2021 - May 26, 2021		-2.70%
Feb 21, 2020 - Mar 5, 2020
#9-13.52%
Jul 3, 2014 - Dec 29, 2014		-2.10%
Aug 3, 2021 - Sep 15, 2021
#10-12.04%
Jul 31, 2024 - Nov 6, 2024		-2.07%
Jun 10, 2020 - Jul 2, 2020
#11-11.70%
Jan 27, 2021 - Mar 3, 2021		-1.79%
Jun 10, 2021 - Jul 2, 2021
#12-11.61%
Jan 4, 2017 - Dec 4, 2017		-1.41%
Jan 5, 2021 - Jan 20, 2021
#13-10.65%
Mar 4, 2005 - Jun 16, 2005		-1.26%
Oct 27, 2021 - Nov 5, 2021
#14-10.47%
Jan 12, 2018 - May 18, 2018		-1.10%
Nov 27, 2020 - Dec 3, 2020
#15-10.35%
May 9, 2006 - Oct 13, 2006		-0.94%
Dec 16, 2019 - Jan 2, 2020

Correlation

Correlation between XSVM and RPAR is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47
-101

Dividend Comparison (2005 - 2026)

XSVM vs RPAR dividend yield comparison.

YearXSVMRPAR
20260.42%0.06%
20252.29%2.54%
20241.69%2.51%
20231.31%3.16%
20221.79%4.01%
20211.23%2.02%
20201.21%0.76%
20191.22%0.23%
20182.54%0.00%
20171.90%0.00%
20162.29%0.00%
20152.68%0.00%
20141.32%0.00%
20131.15%0.00%
20122.10%0.00%
20111.04%0.00%
20101.18%0.00%
20090.74%0.00%
20081.07%0.00%
20073.70%0.00%
20060.63%0.00%
20050.59%0.00%

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