XSVM vs TWN
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and Taiwan Fund Inc (TWN, ETF).
5-Year PerformanceTWN has outperformed XSVM, delivering a return of +28.5% compared to +9.8%
XSVM vs TWN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XSVM vs TWN - Historical Returns
Returns include dividend reinvestment.
XSVM vs TWN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | TWN |
|---|---|---|
| 2026 | +24.90% | +60.49% |
| 2025 | +8.44% | +54.22% |
| 2024 | +2.66% | +35.45% |
| 2023 | +21.36% | +51.64% |
| 2022 | -14.95% | -40.37% |
| 2021 | +57.25% | +55.56% |
| 2020 | +5.22% | +36.34% |
| 2019 | +28.56% | +48.10% |
| 2018 | -12.72% | -19.52% |
| 2017 | +2.33% | +32.76% |
| 2016 | +38.71% | +11.50% |
| 2015 | -8.23% | -8.90% |
| 2014 | +7.12% | -0.30% |
| 2013 | +39.94% | +16.46% |
| 2012 | +19.01% | +12.23% |
| 2011 | -3.14% | -23.34% |
| 2010 | +16.35% | +31.46% |
| 2009 | +16.81% | +52.57% |
| 2008 | -30.67% | -45.73% |
| 2007 | -8.82% | +12.03% |
| 2006 | +15.68% | +19.43% |
| 2005 | +3.39% | +14.40% |
| 2004 | N/A | +7.28% |
| 2003 | N/A | +30.77% |
| 2002 | N/A | -26.97% |
| 2001 | N/A | +10.64% |
| 2000 | N/A | -49.79% |
| 1999 | N/A | +13.98% |
XSVM vs TWN Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.
The current XSVM drawdown is -1.06%. The current TWN drawdown is -13.77%.
| Rank | XSVM | TWN |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -71.07% Feb 8, 2000 - Apr 16, 2008 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -64.47% Apr 16, 2008 - May 8, 2014 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -51.72% Jan 3, 2022 - Feb 12, 2024 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -36.26% Jan 17, 2020 - Jul 2, 2020 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -29.83% Jan 6, 2025 - Jun 9, 2025 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -27.91% Jan 25, 2018 - Oct 17, 2019 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -27.43% May 11, 2015 - Mar 29, 2017 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -17.72% Jul 10, 2024 - Oct 22, 2024 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -17.67% Jun 1, 2026 - Jul 20, 2026 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -15.08% Jul 3, 2014 - May 11, 2015 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -13.79% May 7, 2021 - Jun 1, 2021 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -12.57% Jul 14, 2021 - Nov 9, 2021 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -9.61% Mar 7, 2024 - Jun 12, 2024 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | -9.09% Oct 29, 2025 - Dec 9, 2025 |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | -9.07% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between XSVM and TWN is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
XSVM vs TWN dividend yield comparison.
| Year | XSVM | TWN |
|---|---|---|
| 2026 | 0.84% | 0.00% |
| 2025 | 2.29% | 11.62% |
| 2024 | 1.69% | 19.14% |
| 2023 | 1.31% | 1.26% |
| 2022 | 1.79% | 0.00% |
| 2021 | 1.23% | 7.78% |
| 2020 | 1.21% | 12.91% |
| 2019 | 1.22% | 8.26% |
| 2018 | 2.54% | 11.27% |
| 2017 | 1.90% | 3.16% |
| 2016 | 2.29% | 0.00% |
| 2015 | 2.68% | 0.00% |
| 2014 | 1.32% | 16.11% |
| 2013 | 1.15% | 0.00% |
| 2012 | 2.10% | 0.00% |
| 2011 | 1.04% | 3.87% |
| 2010 | 1.18% | 0.42% |
| 2009 | 0.74% | 0.49% |
| 2008 | 1.07% | 1.86% |
| 2007 | 3.70% | 18.04% |
| 2006 | 0.63% | 0.00% |
| 2005 | 0.59% | 0.35% |
| 2004 | 0.00% | 0.23% |
| 2000 | 0.00% | 1.96% |
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