Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSVM (Invesco S&P SmallCap Value with Momentum ETF) | 18.77% | 35.55% | 15.61% | 6.34% | 12.64% | 12.24% | 9.34% | … | … |
Data as of 06/09/2026, Common starting date is 03/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSVM (Invesco S&P SmallCap Value with Momentum ETF) | 03/03/2005 | 06/09/2026 |
| 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 (%) | 0.13 | 35.55 | 15.61 | 6.34 | 12.64 | 12.24 | 9.34 | … | … | 18.77 | 7.47 | 2.30 | 20.19 | -13.63 | 56.39 | 5.16 | 30.02 | -12.32 | 3.61 | 35.45 | -9.40 | 6.00 | 44.09 | 21.13 | -1.22 | 18.90 | 20.02 | -31.76 | -8.83 | 17.65 | 3.39 |
| Sharpe Ratio | NA | 1.83 | 0.66 | 0.17 | 0.44 | NA | NA | … | … | 2.38 | 0.21 | -0.06 | 0.77 | -0.58 | 1.89 | 0.10 | 1.65 | -0.90 | 0.22 | 1.85 | -0.57 | 0.40 | 3.07 | 1.21 | -0.04 | 0.81 | 0.55 | -0.75 | -0.56 | 0.91 | 0.11 |
| Standard Deviation(%) | NA | 18.59 | 20.92 | 22.69 | 25.13 | NA | NA | … | … | 18.02 | 22.23 | 21.55 | 21.73 | 26.26 | 29.88 | 47.38 | 17.28 | 15.36 | 13.74 | 19.02 | 16.45 | 14.81 | 14.33 | 17.55 | 31.24 | 23.36 | 36.12 | 43.55 | 21.45 | 15.68 | 15.88 |
| Draw Down(%) | NA | 10.08 | 26.21 | 26.21 | 49.01 | NA | NA | … | … | 10.08 | 20.28 | 12.04 | 19.35 | 25.28 | 15.59 | 48.47 | 11.00 | 23.63 | 11.61 | 13.16 | 16.56 | 13.52 | 6.02 | 13.42 | 29.91 | 20.88 | 38.05 | 48.78 | 18.03 | 10.36 | 10.65 |
| Yield(%) | 0.00 | 2.37 | 2.24 | 1.69 | 3.00 | 3.92 | 3.22 | … | … | 0.51 | 2.42 | 1.70 | 1.56 | 1.50 | 1.90 | 1.25 | 1.54 | 2.17 | 1.91 | 3.10 | 2.39 | 1.39 | 1.59 | 2.45 | 1.00 | 1.36 | 0.85 | 0.74 | 3.25 | 0.82 | 0.61 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| XSVM (Invesco S&P SmallCap Value with Momentum ETF) |
-18.81%
Feb 2006 – Feb 2009 |
-3.81%
Sep 2006 – Sep 2011 |
4.18%
Jan 2006 – Jan 2016 |
4.91%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSVM (Invesco S&P SmallCap Value with Momentum ETF) |
33.92%
Mar 2020 – Mar 2023 |
26.18%
Feb 2009 – Feb 2014 |
17.03%
Sep 2011 – Sep 2021 |
15.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart