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PEXL vs. XSVM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

PEXL vs. XSVM

Last updated Jun 24, 2026

PEXL (Pacer US Export Leaders ETF) and XSVM (Invesco S&P SmallCap Value with Momentum ETF) are both exchange-traded funds - PEXL is a Mid Cap Blend Equities fund tracking the Pacer US Export Leaders Index, while XSVM is a Momentum fund tracking the S&P SmallCap 600 High Momentum Value Index. Both are passively managed. Over the past 5 years, PEXL returned 12.45%/yr vs 7.87%/yr for XSVM. A 0.70 correlation means they provide meaningful diversification when combined. PEXL charges 0.60%/yr vs 0.37%/yr for XSVM.

Performance

PEXL vs. XSVM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer US Export Leaders ETF (PEXL) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PEXL achieves a 19.63% return, which is significantly lower than XSVM's 20.98% return.

PEXL

1D
-2.96%
1M
2.42%
YTD
19.63%
6M
18.58%
1Y
45.53%
3Y*
20.68%
5Y*
12.45%
10Y*
—

XSVM

1D
0.77%
1M
3.66%
YTD
20.98%
6M
18.82%
1Y
37.12%
3Y*
17.66%
5Y*
7.87%
10Y*
13.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PEXL vs. XSVM - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
PEXL
Pacer US Export Leaders ETF		19.63%27.33%5.79%24.40%-20.41%30.12%25.02%39.86%-17.19%
XSVM
Invesco S&P SmallCap Value with Momentum ETF		20.98%7.47%2.30%20.20%-13.63%56.36%5.08%30.01%-17.42%

Correlation

The correlation between PEXL and XSVM is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.62

Correlation (3Y)
Calculated over the trailing 3-year period

0.70

Correlation (5Y)
Calculated over the trailing 5-year period

0.74

Correlation (All Time)
Calculated using the full available price history since Jul 24, 2018

0.70

The correlation between PEXL and XSVM shifts across timeframes, from 0.62 (1 year) to 0.74 (5 years), reflecting how their relationship changes across market environments.

PEXL vs. XSVM - Sectors Allocation Comparison

Sectors
PEXL
XSVM

Technology

58.8%
9.5%

Communication Services

13.9%
2.8%

Healthcare

6.8%
1.1%

Industrials

6.1%
6.3%

Consumer Defensive

5.9%
6.9%

Basic Materials

3.8%
2.0%

Consumer Cyclical

3.8%
17.4%

Energy

0.9%
9.3%

Financial Services

-

38.7%

Real Estate

-

4.8%

Utilities

-

1.2%

Technology

PEXL
58.8%
XSVM
9.5%

Communication Services

PEXL
13.9%
XSVM
2.8%

Healthcare

PEXL
6.8%
XSVM
1.1%

Industrials

PEXL
6.1%
XSVM
6.3%

Consumer Defensive

PEXL
5.9%
XSVM
6.9%

Basic Materials

PEXL
3.8%
XSVM
2.0%

Consumer Cyclical

PEXL
3.8%
XSVM
17.4%

Energy

PEXL
0.9%
XSVM
9.3%

Financial Services

PEXL

-

XSVM
38.7%

Real Estate

PEXL

-

XSVM
4.8%

Utilities

PEXL

-

XSVM
1.2%

Compare stocks, funds, or ETFs

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

Pacer US Export Leaders ETF

Invesco S&P SmallCap Value with Momentum ETF

Often compared with PEXL:
PEXL vs. FADPEXL vs. OWLPEXL vs. CWSPEXL vs. JSMDPEXL vs. RMTPEXL vs. VLIFXPEXL vs. DON
Often compared with XSVM:
XSVM vs. XSMOXSVM vs. AVUVXSVM vs. RWJXSVM vs. XSHQXSVM vs. SPHBXSVM vs. DGRSXSVM vs. RYPRX

Return for Risk

PEXL vs. XSVM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PEXL
PEXL Risk / Return Rank: 7979
Overall Rank
PEXL Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
PEXL Sortino Ratio Rank: 7676
Sortino Ratio Rank
PEXL Omega Ratio Rank: 7373
Omega Ratio Rank
PEXL Calmar Ratio Rank: 8181
Calmar Ratio Rank
PEXL Martin Ratio Rank: 8585
Martin Ratio Rank
XSVM
XSVM Risk / Return Rank: 6767
Overall Rank
XSVM Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
XSVM Sortino Ratio Rank: 6767
Sortino Ratio Rank
XSVM Omega Ratio Rank: 6262
Omega Ratio Rank
XSVM Calmar Ratio Rank: 7676
Calmar Ratio Rank
XSVM Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PEXL vs. XSVM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer US Export Leaders ETF (PEXL) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

PEXLXSVMDifference
Sharpe ratioReturn per unit of total volatility
2.38
2.03

+0.35

Sortino ratioReturn per unit of downside risk
3.14
2.93

+0.21

Omega ratioGain probability vs. loss probability

1.40

1.36

+0.04

Calmar ratioReturn relative to maximum drawdown

4.00

3.70

+0.30

Martin ratioReturn relative to average drawdown

16.56

11.45

+5.11

PEXL vs. XSVM - Sharpe Ratio Comparison

The current PEXL Sharpe Ratio is 2.38, which is comparable to the XSVM Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of PEXL and XSVM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

PEXL vs. XSVM - Drawdown Comparison

The maximum PEXL drawdown since its inception was -36.76%, smaller than the maximum XSVM drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for PEXL and XSVM.

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Drawdown Indicators

PEXLXSVMDifference

Max Drawdown

Largest peak-to-trough decline

-36.76%

-62.57%

+25.81%

Max Drawdown (1Y)

Largest decline over 1 year

-11.43%

-10.08%

-1.35%

Max Drawdown (3Y)

Largest decline over 3 years

-24.72%

-26.21%

+1.49%

Max Drawdown (5Y)

Largest decline over 5 years

-30.44%

-26.21%

-4.23%

Max Drawdown (10Y)

Largest decline over 10 years

—

-49.02%

—

Current Drawdown

Current decline from peak

-3.37%

-0.73%

-2.64%

Average Drawdown

Average peak-to-trough decline

-6.69%

-11.54%

+4.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.76%

3.25%

-0.49%

Volatility

PEXL vs. XSVM - Volatility Comparison

Pacer US Export Leaders ETF (PEXL) has a higher volatility of 8.72% compared to Invesco S&P SmallCap Value with Momentum ETF (XSVM) at 4.63%. This indicates that PEXL's price experiences larger fluctuations and is considered to be riskier than XSVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PEXLXSVMDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.72%

4.63%

+4.09%

Volatility (6M)

Calculated over the trailing 6-month period

14.95%

12.28%

+2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

19.25%

18.54%

+0.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.12%

22.55%

-0.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.13%

25.07%

-0.94%

PEXL vs. XSVM - Expense Ratio Comparison

PEXL has a 0.60% expense ratio, which is higher than XSVM's 0.37% expense ratio.

Dividends

PEXL vs. XSVM - Dividend Comparison

PEXL's dividend yield for the trailing twelve months is around 0.30%, less than XSVM's 1.82% yield.

PositionTTM20252024202320222021202020192018201720162015
PEXL
Pacer US Export Leaders ETF		0.30%0.44%0.48%0.48%0.60%0.22%0.48%0.49%0.29%0.00%0.00%0.00%
XSVM
Invesco S&P SmallCap Value with Momentum ETF		1.82%2.29%1.69%1.31%1.79%1.23%1.21%1.22%2.54%1.90%2.29%2.68%

Frequently Asked Questions

PEXL and XSVM have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PEXL has higher volatility (8.72%) compared to XSVM (4.63%). In terms of maximum drawdown, PEXL dropped -36.76% vs XSVM's -62.57%.

On 5-year performance, PEXL leads with 12.45% vs 7.87% for XSVM. On fees, XSVM is cheaper at 0.37% per year. On volatility, XSVM has been the lower-risk option at 4.63%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, PEXL has performed better with a 12.45% return vs 7.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XSVM is cheaper with a 0.37% expense ratio, compared with 0.60% for PEXL.

XSVM has the higher dividend yield at 1.82%, compared with 0.30% for PEXL.

PEXL is categorized as Mid Cap Blend Equities, while XSVM is Momentum. PEXL tracks Pacer US Export Leaders Index, while XSVM tracks S&P SmallCap 600 High Momentum Value Index. They also come from different issuers: Pacer and Invesco. Their fees differ too: 0.60% for PEXL and 0.37% for XSVM.

PEXL currently has the higher Sharpe Ratio (2.38 vs 2.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PEXL and XSVM

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