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LNT vs. XSMO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LNT and XSMO is 0.34, 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.


-0.50.00.51.00.3

Performance

LNT vs. XSMO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alliant Energy Corporation (LNT) and Invesco S&P SmallCap Momentum ETF (XSMO). The values are adjusted to include any dividend payments, if applicable.

300.00%400.00%500.00%600.00%700.00%800.00%900.00%SeptemberOctoberNovemberDecember2025February
843.29%
406.60%
LNT
XSMO

Key characteristics

Sharpe Ratio

LNT:

1.62

XSMO:

1.17

Sortino Ratio

LNT:

2.28

XSMO:

1.77

Omega Ratio

LNT:

1.30

XSMO:

1.21

Calmar Ratio

LNT:

1.30

XSMO:

2.10

Martin Ratio

LNT:

8.09

XSMO:

5.67

Ulcer Index

LNT:

3.58%

XSMO:

4.34%

Daily Std Dev

LNT:

17.90%

XSMO:

21.11%

Max Drawdown

LNT:

-51.66%

XSMO:

-58.07%

Current Drawdown

LNT:

-5.73%

XSMO:

-6.15%

Returns By Period

In the year-to-date period, LNT achieves a 1.42% return, which is significantly lower than XSMO's 4.39% return. Over the past 10 years, LNT has underperformed XSMO with an annualized return of 9.53%, while XSMO has yielded a comparatively higher 11.66% annualized return.


LNT

YTD

1.42%

1M

3.06%

6M

7.85%

1Y

29.72%

5Y*

3.67%

10Y*

9.53%

XSMO

YTD

4.39%

1M

3.88%

6M

11.97%

1Y

22.61%

5Y*

12.32%

10Y*

11.66%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

LNT vs. XSMO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LNT
The Risk-Adjusted Performance Rank of LNT is 8585
Overall Rank
The Sharpe Ratio Rank of LNT is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of LNT is 8383
Sortino Ratio Rank
The Omega Ratio Rank of LNT is 8282
Omega Ratio Rank
The Calmar Ratio Rank of LNT is 8383
Calmar Ratio Rank
The Martin Ratio Rank of LNT is 8888
Martin Ratio Rank

XSMO
The Risk-Adjusted Performance Rank of XSMO is 5353
Overall Rank
The Sharpe Ratio Rank of XSMO is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of XSMO is 5050
Sortino Ratio Rank
The Omega Ratio Rank of XSMO is 4848
Omega Ratio Rank
The Calmar Ratio Rank of XSMO is 6666
Calmar Ratio Rank
The Martin Ratio Rank of XSMO is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LNT vs. XSMO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alliant Energy Corporation (LNT) 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.


Sharpe ratio
The chart of Sharpe ratio for LNT, currently valued at 1.62, compared to the broader market-2.000.002.004.001.621.17
The chart of Sortino ratio for LNT, currently valued at 2.28, compared to the broader market-4.00-2.000.002.004.002.281.77
The chart of Omega ratio for LNT, currently valued at 1.29, compared to the broader market0.501.001.502.001.301.21
The chart of Calmar ratio for LNT, currently valued at 1.30, compared to the broader market0.002.004.006.001.302.10
The chart of Martin ratio for LNT, currently valued at 8.09, compared to the broader market-30.00-20.00-10.000.0010.0020.0030.008.095.67
LNT
XSMO

The current LNT Sharpe Ratio is 1.62, which is higher than the XSMO Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of LNT and XSMO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.50SeptemberOctoberNovemberDecember2025February
1.62
1.17
LNT
XSMO

Dividends

LNT vs. XSMO - Dividend Comparison

LNT's dividend yield for the trailing twelve months is around 3.27%, more than XSMO's 0.60% yield.


TTM20242023202220212020201920182017201620152014
LNT
Alliant Energy Corporation
3.27%3.25%3.53%3.10%2.62%2.95%2.60%3.17%2.96%3.10%3.52%3.07%
XSMO
Invesco S&P SmallCap Momentum ETF
0.60%0.63%0.96%1.19%0.30%0.82%0.69%0.65%0.28%0.30%0.35%1.31%

Drawdowns

LNT vs. XSMO - Drawdown Comparison

The maximum LNT drawdown since its inception was -51.66%, smaller than the maximum XSMO drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for LNT and XSMO. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-5.73%
-6.15%
LNT
XSMO

Volatility

LNT vs. XSMO - Volatility Comparison

Alliant Energy Corporation (LNT) has a higher volatility of 6.65% compared to Invesco S&P SmallCap Momentum ETF (XSMO) at 5.26%. This indicates that LNT's price experiences larger fluctuations and is considered to be riskier than XSMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
6.65%
5.26%
LNT
XSMO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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