Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XSMO (Invesco S&P SmallCap Momentum ETF) 18.74% 28.15% 22.58% 10.93% 14.17% 12.10% 9.40%
Data as of 06/10/2026, Common starting date is 03/03/2005
More Performance Analytics Comparison
Name Start Date End Date
XSMO (Invesco S&P SmallCap Momentum ETF) 03/03/2005 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -2.63 28.15 22.58 10.93 14.17 12.10 9.40 18.74 9.81 17.44 21.56 -15.45 19.25 21.98 28.65 -3.44 23.96 6.43 -0.44 5.77 33.30 13.56 -1.36 27.31 17.53 -37.84 -0.96 5.19 10.69
Sharpe Ratio NA 1.51 1.01 0.36 0.53 NA NA 2.34 0.31 0.65 0.92 -0.62 0.71 0.50 1.65 -0.23 1.86 0.31 -0.02 0.41 2.59 0.83 -0.05 1.11 0.60 -1.01 -0.20 0.09 0.64
Standard Deviation(%) NA 18.99 21.06 22.70 24.27 NA NA 21.26 22.24 21.12 19.73 27.14 26.94 43.02 16.43 21.40 12.57 20.28 27.54 14.02 12.84 16.48 30.86 24.46 29.01 38.43 20.55 20.22 16.62
Draw Down(%) NA 8.89 24.76 29.63 39.39 NA NA 8.89 21.00 10.38 13.35 25.25 15.23 39.39 9.13 29.47 6.63 22.40 18.27 12.39 5.37 13.25 28.90 18.87 26.90 49.86 12.73 20.97 9.43
Yield(%) 0.00 0.70 1.00 0.87 1.37 1.60 1.32 0.16 0.82 0.74 1.17 0.98 0.35 0.99 0.88 0.63 0.34 0.33 0.36 1.39 1.17 0.78 0.00 0.00 0.80 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 03/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XSMO (Invesco S&P SmallCap Momentum ETF) -20.50%
Feb 2006 – Feb 2009
-5.29%
Aug 2005 – Aug 2010
2.19%
Jan 2006 – Jan 2016
6.26%
May 2005 – May 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XSMO (Invesco S&P SmallCap Momentum ETF) 26.70%
May 2023 – May 2026
22.71%
Feb 2009 – Feb 2014
15.85%
Feb 2009 – Feb 2019
14.04%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return