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

Correlation

The correlation between LNT and XSMO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

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%NovemberDecember2025FebruaryMarchApril
843.70%
351.65%
LNT
XSMO

Key characteristics

Sharpe Ratio

LNT:

1.36

XSMO:

0.23

Sortino Ratio

LNT:

1.88

XSMO:

0.52

Omega Ratio

LNT:

1.26

XSMO:

1.07

Calmar Ratio

LNT:

1.39

XSMO:

0.24

Martin Ratio

LNT:

6.11

XSMO:

0.71

Ulcer Index

LNT:

4.24%

XSMO:

8.29%

Daily Std Dev

LNT:

19.02%

XSMO:

25.26%

Max Drawdown

LNT:

-51.66%

XSMO:

-58.07%

Current Drawdown

LNT:

-8.03%

XSMO:

-16.33%

Returns By Period

In the year-to-date period, LNT achieves a 3.59% return, which is significantly higher than XSMO's -6.94% return. Both investments have delivered pretty close results over the past 10 years, with LNT having a 10.32% annualized return and XSMO not far behind at 9.84%.


LNT

YTD

3.59%

1M

-3.37%

6M

1.69%

1Y

25.24%

5Y*

7.38%

10Y*

10.32%

XSMO

YTD

-6.94%

1M

-2.14%

6M

-6.13%

1Y

6.64%

5Y*

16.01%

10Y*

9.84%

*Annualized

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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 8787
Overall Rank
The Sharpe Ratio Rank of LNT is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of LNT is 8585
Sortino Ratio Rank
The Omega Ratio Rank of LNT is 8484
Omega Ratio Rank
The Calmar Ratio Rank of LNT is 8989
Calmar Ratio Rank
The Martin Ratio Rank of LNT is 9090
Martin Ratio Rank

XSMO
The Risk-Adjusted Performance Rank of XSMO is 3737
Overall Rank
The Sharpe Ratio Rank of XSMO is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of XSMO is 4040
Sortino Ratio Rank
The Omega Ratio Rank of XSMO is 3737
Omega Ratio Rank
The Calmar Ratio Rank of XSMO is 4040
Calmar Ratio Rank
The Martin Ratio Rank of XSMO is 3535
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.


The chart of Sharpe ratio for LNT, currently valued at 1.36, compared to the broader market-2.00-1.000.001.002.003.00
LNT: 1.36
XSMO: 0.23
The chart of Sortino ratio for LNT, currently valued at 1.88, compared to the broader market-6.00-4.00-2.000.002.004.00
LNT: 1.88
XSMO: 0.52
The chart of Omega ratio for LNT, currently valued at 1.26, compared to the broader market0.501.001.502.00
LNT: 1.26
XSMO: 1.07
The chart of Calmar ratio for LNT, currently valued at 1.39, compared to the broader market0.001.002.003.004.005.00
LNT: 1.39
XSMO: 0.24
The chart of Martin ratio for LNT, currently valued at 6.11, compared to the broader market-5.000.005.0010.0015.0020.00
LNT: 6.11
XSMO: 0.71

The current LNT Sharpe Ratio is 1.36, which is higher than the XSMO Sharpe Ratio of 0.23. 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 Ratio0.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
1.36
0.23
LNT
XSMO

Dividends

LNT vs. XSMO - Dividend Comparison

LNT's dividend yield for the trailing twelve months is around 3.21%, more than XSMO's 0.90% yield.


TTM20242023202220212020201920182017201620152014
LNT
Alliant Energy Corporation
3.21%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
0.90%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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.03%
-16.33%
LNT
XSMO

Volatility

LNT vs. XSMO - Volatility Comparison

The current volatility for Alliant Energy Corporation (LNT) is 8.82%, while Invesco S&P SmallCap Momentum ETF (XSMO) has a volatility of 14.45%. This indicates that LNT 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
8.82%
14.45%
LNT
XSMO