ADUS vs. XSMO
Compare and contrast key facts about Addus HomeCare Corporation (ADUS) and Invesco S&P SmallCap Momentum ETF (XSMO).
XSMO is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005.
Performance
ADUS vs. XSMO - Performance Comparison
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ADUS vs. XSMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADUS Addus HomeCare Corporation | -12.61% | -14.33% | 35.00% | -6.67% | 6.40% | -20.14% | 20.44% | 43.22% | 95.06% | -0.71% |
XSMO Invesco S&P SmallCap Momentum ETF | 7.05% | 9.80% | 17.45% | 21.55% | -15.44% | 19.24% | 21.96% | 28.65% | -3.44% | 23.95% |
Returns By Period
In the year-to-date period, ADUS achieves a -12.61% return, which is significantly lower than XSMO's 7.05% return. Over the past 10 years, ADUS has outperformed XSMO with an annualized return of 18.51%, while XSMO has yielded a comparatively lower 13.73% annualized return.
ADUS
- 1D
- 0.21%
- 1M
- -10.84%
- YTD
- -12.61%
- 6M
- -19.00%
- 1Y
- -5.13%
- 3Y*
- -4.21%
- 5Y*
- -2.50%
- 10Y*
- 18.51%
XSMO
- 1D
- 1.24%
- 1M
- -4.33%
- YTD
- 7.05%
- 6M
- 4.97%
- 1Y
- 23.58%
- 3Y*
- 19.37%
- 5Y*
- 8.69%
- 10Y*
- 13.73%
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Return for Risk
ADUS vs. XSMO — Risk / Return Rank
ADUS
XSMO
ADUS vs. XSMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Addus HomeCare Corporation (ADUS) and Invesco S&P SmallCap Momentum ETF (XSMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ADUS | XSMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | 1.07 | -1.24 |
Sortino ratioReturn per unit of downside risk | -0.02 | 1.59 | -1.61 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.22 | 1.75 | -1.96 |
Martin ratioReturn relative to average drawdown | -0.59 | 7.23 | -7.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ADUS | XSMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | 1.07 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.38 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.57 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.36 | -0.01 |
Correlation
The correlation between ADUS and XSMO is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ADUS vs. XSMO - Dividend Comparison
ADUS has not paid dividends to shareholders, while XSMO's dividend yield for the trailing twelve months is around 0.60%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADUS Addus HomeCare Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSMO Invesco S&P SmallCap Momentum ETF | 0.60% | 0.75% | 0.63% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.66% | 0.27% | 0.30% | 0.35% |
Drawdowns
ADUS vs. XSMO - Drawdown Comparison
The maximum ADUS drawdown since its inception was -70.37%, which is greater than XSMO's maximum drawdown of -58.06%. Use the drawdown chart below to compare losses from any high point for ADUS and XSMO.
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Drawdown Indicators
| ADUS | XSMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.37% | -58.06% | -12.31% |
Max Drawdown (1Y)Largest decline over 1 year | -23.71% | -13.42% | -10.29% |
Max Drawdown (5Y)Largest decline over 5 years | -36.10% | -29.62% | -6.48% |
Max Drawdown (10Y)Largest decline over 10 years | -53.38% | -39.39% | -13.99% |
Current DrawdownCurrent decline from peak | -30.95% | -4.59% | -26.36% |
Average DrawdownAverage peak-to-trough decline | -23.83% | -11.21% | -12.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.57% | 3.24% | +5.33% |
Volatility
ADUS vs. XSMO - Volatility Comparison
The current volatility for Addus HomeCare Corporation (ADUS) is 5.85%, while Invesco S&P SmallCap Momentum ETF (XSMO) has a volatility of 7.71%. This indicates that ADUS experiences smaller price fluctuations and is considered to be less risky than XSMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADUS | XSMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 7.71% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 23.36% | 13.63% | +9.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.23% | 22.11% | +9.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.97% | 22.87% | +12.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.80% | 24.05% | +15.75% |