XSMO vs. LNT
Compare and contrast key facts about Invesco S&P SmallCap Momentum ETF (XSMO) and Alliant Energy Corporation (LNT).
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
XSMO vs. LNT - Performance Comparison
Loading graphics...
XSMO vs. LNT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LNT Alliant Energy Corporation | 11.56% | 13.52% | 19.54% | -3.84% | -7.44% | 22.86% | -3.16% | 33.43% | 2.37% | 16.05% |
Returns By Period
In the year-to-date period, XSMO achieves a 7.05% return, which is significantly lower than LNT's 11.56% return. Over the past 10 years, XSMO has outperformed LNT with an annualized return of 13.73%, while LNT has yielded a comparatively lower 10.14% annualized return.
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%
LNT
- 1D
- 0.25%
- 1M
- -0.54%
- YTD
- 11.56%
- 6M
- 8.88%
- 1Y
- 15.27%
- 3Y*
- 14.28%
- 5Y*
- 9.25%
- 10Y*
- 10.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XSMO vs. LNT — Risk / Return Rank
XSMO
LNT
XSMO vs. LNT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Momentum ETF (XSMO) and Alliant Energy Corporation (LNT). 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.
| XSMO | LNT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.89 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.25 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.65 | +0.10 |
Martin ratioReturn relative to average drawdown | 7.23 | 3.93 | +3.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| XSMO | LNT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.89 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.47 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.48 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.50 | -0.13 |
Correlation
The correlation between XSMO and LNT 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
XSMO vs. LNT - Dividend Comparison
XSMO's dividend yield for the trailing twelve months is around 0.60%, less than LNT's 2.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LNT Alliant Energy Corporation | 2.86% | 3.12% | 3.25% | 3.53% | 3.10% | 2.62% | 2.95% | 2.60% | 3.17% | 2.96% | 3.10% | 3.52% |
Drawdowns
XSMO vs. LNT - Drawdown Comparison
The maximum XSMO drawdown since its inception was -58.06%, which is greater than LNT's maximum drawdown of -51.66%. Use the drawdown chart below to compare losses from any high point for XSMO and LNT.
Loading graphics...
Drawdown Indicators
| XSMO | LNT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.06% | -51.66% | -6.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.42% | -9.34% | -4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -25.60% | -4.02% |
Max Drawdown (10Y)Largest decline over 10 years | -39.39% | -33.54% | -5.85% |
Current DrawdownCurrent decline from peak | -4.59% | -1.49% | -3.10% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -8.78% | -2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.91% | -0.67% |
Volatility
XSMO vs. LNT - Volatility Comparison
Invesco S&P SmallCap Momentum ETF (XSMO) has a higher volatility of 7.71% compared to Alliant Energy Corporation (LNT) at 5.27%. This indicates that XSMO's price experiences larger fluctuations and is considered to be riskier than LNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| XSMO | LNT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.71% | 5.27% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 10.65% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.11% | 17.15% | +4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.87% | 19.66% | +3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.05% | 21.18% | +2.87% |