XSVM vs. JPSV
Compare and contrast key facts about Invesco S&P SmallCap Value with Momentum ETF (XSVM) and Jpmorgan Active Small Cap Value ETF (JPSV).
XSVM and JPSV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSVM 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. JPSV is an actively managed fund by JPMorgan. It was launched on Mar 7, 2023.
Performance
XSVM vs. JPSV - Performance Comparison
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XSVM vs. JPSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XSVM Invesco S&P SmallCap Value with Momentum ETF | 6.63% | 7.47% | 2.30% | 11.93% |
JPSV Jpmorgan Active Small Cap Value ETF | 1.91% | 0.63% | 8.73% | 9.72% |
Returns By Period
In the year-to-date period, XSVM achieves a 6.63% return, which is significantly higher than JPSV's 1.91% return.
XSVM
- 1D
- 0.60%
- 1M
- -2.33%
- YTD
- 6.63%
- 6M
- 8.31%
- 1Y
- 22.91%
- 3Y*
- 12.18%
- 5Y*
- 6.23%
- 10Y*
- 12.22%
JPSV
- 1D
- 0.53%
- 1M
- -3.93%
- YTD
- 1.91%
- 6M
- 2.38%
- 1Y
- 7.87%
- 3Y*
- 8.39%
- 5Y*
- —
- 10Y*
- —
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XSVM vs. JPSV - Expense Ratio Comparison
XSVM has a 0.39% expense ratio, which is lower than JPSV's 0.74% expense ratio.
Return for Risk
XSVM vs. JPSV — Risk / Return Rank
XSVM
JPSV
XSVM vs. JPSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Value with Momentum ETF (XSVM) and Jpmorgan Active Small Cap Value ETF (JPSV). 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.
| XSVM | JPSV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.40 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.57 | 0.72 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 0.65 | +1.10 |
Martin ratioReturn relative to average drawdown | 5.69 | 2.04 | +3.65 |
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
| XSVM | JPSV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.40 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.38 | -0.03 |
Correlation
The correlation between XSVM and JPSV is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XSVM vs. JPSV - Dividend Comparison
XSVM's dividend yield for the trailing twelve months is around 1.99%, more than JPSV's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSVM Invesco S&P SmallCap Value with Momentum ETF | 1.99% | 2.29% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.22% | 2.54% | 1.90% | 2.29% | 2.68% |
JPSV Jpmorgan Active Small Cap Value ETF | 1.39% | 1.42% | 1.21% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XSVM vs. JPSV - Drawdown Comparison
The maximum XSVM drawdown since its inception was -62.57%, which is greater than JPSV's maximum drawdown of -22.78%. Use the drawdown chart below to compare losses from any high point for XSVM and JPSV.
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Drawdown Indicators
| XSVM | JPSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.57% | -22.78% | -39.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -12.58% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -26.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.02% | — | — |
Current DrawdownCurrent decline from peak | -5.23% | -5.95% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -11.65% | -5.88% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 4.04% | +0.07% |
Volatility
XSVM vs. JPSV - Volatility Comparison
Invesco S&P SmallCap Value with Momentum ETF (XSVM) has a higher volatility of 5.34% compared to Jpmorgan Active Small Cap Value ETF (JPSV) at 4.47%. This indicates that XSVM's price experiences larger fluctuations and is considered to be riskier than JPSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSVM | JPSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.47% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | 10.76% | +2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.34% | 19.61% | +2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 18.13% | +4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.07% | 18.13% | +6.94% |