XSVM vs. QQQ
Compare and contrast key facts about Invesco S&P SmallCap Value with Momentum ETF (XSVM) and Invesco QQQ (QQQ).
XSVM and QQQ 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. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both XSVM and QQQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSVM or QQQ.
Correlation
The correlation between XSVM and QQQ is 0.64, 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.
Performance
XSVM vs. QQQ - Performance Comparison
Key characteristics
XSVM:
-0.57
QQQ:
-0.18
XSVM:
-0.70
QQQ:
-0.10
XSVM:
0.92
QQQ:
0.99
XSVM:
-0.62
QQQ:
-0.18
XSVM:
-1.55
QQQ:
-0.70
XSVM:
8.15%
QQQ:
5.41%
XSVM:
22.36%
QQQ:
21.28%
XSVM:
-62.57%
QQQ:
-82.98%
XSVM:
-20.45%
QQQ:
-21.54%
Returns By Period
In the year-to-date period, XSVM achieves a -11.81% return, which is significantly higher than QQQ's -17.20% return. Over the past 10 years, XSVM has underperformed QQQ with an annualized return of 8.11%, while QQQ has yielded a comparatively higher 15.79% annualized return.
XSVM
-11.81%
-7.16%
-10.04%
-13.65%
24.03%
8.11%
QQQ
-17.20%
-15.68%
-13.00%
-2.32%
18.97%
15.79%
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XSVM vs. QQQ - Expense Ratio Comparison
XSVM has a 0.39% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
XSVM vs. QQQ — Risk-Adjusted Performance Rank
XSVM
QQQ
XSVM vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Value with Momentum ETF (XSVM) and Invesco QQQ (QQQ). 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.
Dividends
XSVM vs. QQQ - Dividend Comparison
XSVM's dividend yield for the trailing twelve months is around 2.30%, more than QQQ's 0.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSVM Invesco S&P SmallCap Value with Momentum ETF | 2.30% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.22% | 2.54% | 1.90% | 2.29% | 2.68% | 1.32% |
QQQ Invesco QQQ | 0.71% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
XSVM vs. QQQ - Drawdown Comparison
The maximum XSVM drawdown since its inception was -62.57%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for XSVM and QQQ. For additional features, visit the drawdowns tool.
Volatility
XSVM vs. QQQ - Volatility Comparison
The current volatility for Invesco S&P SmallCap Value with Momentum ETF (XSVM) is 8.73%, while Invesco QQQ (QQQ) has a volatility of 10.78%. This indicates that XSVM experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.