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XSVM vs. RDVY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XSVM vs. RDVY

Last updated Jun 13, 2026

XSVM (Invesco S&P SmallCap Value with Momentum ETF) and RDVY (First Trust Rising Dividend Achievers ETF) are both exchange-traded funds - XSVM is a Momentum fund tracking the S&P SmallCap 600 High Momentum Value Index, while RDVY is a Large Cap Blend Equities fund tracking the NASDAQ US Rising Dividend Achievers. Both are passively managed. Over the past 10 years, XSVM returned 13.23%/yr vs 16.29%/yr for RDVY. A 0.79 correlation means they provide meaningful diversification when combined. XSVM charges 0.37%/yr vs 0.50%/yr for RDVY.

Performance

XSVM vs. RDVY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Value with Momentum ETF (XSVM) and First Trust Rising Dividend Achievers ETF (RDVY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XSVM achieves a 21.88% return, which is significantly higher than RDVY's 13.41% return. Over the past 10 years, XSVM has underperformed RDVY with an annualized return of 13.23%, while RDVY has yielded a comparatively higher 16.29% annualized return.

XSVM

1D
1.17%
1M
5.46%
YTD
21.88%
6M
18.48%
1Y
42.01%
3Y*
16.38%
5Y*
7.44%
10Y*
13.23%

RDVY

1D
1.11%
1M
5.69%
YTD
13.41%
6M
12.60%
1Y
31.20%
3Y*
20.46%
5Y*
12.03%
10Y*
16.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XSVM vs. RDVY - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XSVM
Invesco S&P SmallCap Value with Momentum ETF		21.88%7.47%2.30%20.20%-13.63%56.36%5.08%30.01%-12.33%3.62%
RDVY
First Trust Rising Dividend Achievers ETF		13.41%18.90%16.41%20.38%-13.27%31.14%13.47%37.71%-9.92%22.75%

Correlation

The correlation between XSVM and RDVY is 0.79, 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

0.79

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

0.85

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

0.86

Correlation (10Y)
Calculated over the trailing 10-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Jan 7, 2014

0.79

The correlation between XSVM and RDVY has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.

XSVM vs. RDVY - Sectors Allocation Comparison

Sectors
XSVM
RDVY

Financial Services

38.8%
36.5%

Consumer Cyclical

17.0%
12.2%

Energy

9.9%
1.4%

Technology

7.8%
17.6%

Consumer Defensive

7.3%
4.1%

Industrials

6.7%
12.2%

Real Estate

5.0%

-

Communication Services

2.9%
5.4%

Basic Materials

1.9%

-

Healthcare

1.4%
8.1%

Utilities

1.3%
1.4%

Financial Services

XSVM
38.8%
RDVY
36.5%

Consumer Cyclical

XSVM
17.0%
RDVY
12.2%

Energy

XSVM
9.9%
RDVY
1.4%

Technology

XSVM
7.8%
RDVY
17.6%

Consumer Defensive

XSVM
7.3%
RDVY
4.1%

Industrials

XSVM
6.7%
RDVY
12.2%

Real Estate

XSVM
5.0%
RDVY

-

Communication Services

XSVM
2.9%
RDVY
5.4%

Basic Materials

XSVM
1.9%
RDVY

-

Healthcare

XSVM
1.4%
RDVY
8.1%

Utilities

XSVM
1.3%
RDVY
1.4%

Compare stocks, funds, or ETFs

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

Invesco S&P SmallCap Value with Momentum ETF

First Trust Rising Dividend Achievers ETF

Often compared with XSVM:
XSVM vs. XSMOXSVM vs. AVUVXSVM vs. RWJXSVM vs. XSHQXSVM vs. SPHBXSVM vs. DGRSXSVM vs. RYPRX
Often compared with RDVY:
RDVY vs. SCHDRDVY vs. DGRORDVY vs. SPYRDVY vs. DGRWRDVY vs. VOORDVY vs. DVYRDVY vs. QQQX

Return for Risk

XSVM vs. RDVY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XSVM
XSVM Risk / Return Rank: 7676
Overall Rank
XSVM Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
XSVM Sortino Ratio Rank: 7878
Sortino Ratio Rank
XSVM Omega Ratio Rank: 7272
Omega Ratio Rank
XSVM Calmar Ratio Rank: 8383
Calmar Ratio Rank
XSVM Martin Ratio Rank: 7373
Martin Ratio Rank
RDVY
RDVY Risk / Return Rank: 7474
Overall Rank
RDVY Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
RDVY Sortino Ratio Rank: 7575
Sortino Ratio Rank
RDVY Omega Ratio Rank: 7070
Omega Ratio Rank
RDVY Calmar Ratio Rank: 7474
Calmar Ratio Rank
RDVY Martin Ratio Rank: 8181
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.

XSVM vs. RDVY - 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 First Trust Rising Dividend Achievers ETF (RDVY). 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.

XSVMRDVYDifference
Sharpe ratioReturn per unit of total volatility
2.09
2.03

+0.06

Sortino ratioReturn per unit of downside risk
3.00
2.90

+0.10

Omega ratioGain probability vs. loss probability

1.37

1.36

+0.01

Calmar ratioReturn relative to maximum drawdown

3.86

3.26

+0.61

Martin ratioReturn relative to average drawdown

11.98

13.71

-1.73

XSVM vs. RDVY - Sharpe Ratio Comparison

The current XSVM Sharpe Ratio is 2.09, which is comparable to the RDVY Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of XSVM and RDVY, 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

XSVM vs. RDVY - Drawdown Comparison

The maximum XSVM drawdown since its inception was -62.57%, which is greater than RDVY's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for XSVM and RDVY.

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Drawdown Indicators

XSVMRDVYDifference

Max Drawdown

Largest peak-to-trough decline

-62.57%

-40.60%

-21.97%

Max Drawdown (1Y)

Largest decline over 1 year

-10.08%

-9.04%

-1.04%

Max Drawdown (3Y)

Largest decline over 3 years

-26.21%

-19.11%

-7.10%

Max Drawdown (5Y)

Largest decline over 5 years

-26.21%

-25.32%

-0.89%

Max Drawdown (10Y)

Largest decline over 10 years

-49.02%

-40.60%

-8.42%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-11.55%

-4.99%

-6.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

2.15%

+1.11%

Volatility

XSVM vs. RDVY - Volatility Comparison

Invesco S&P SmallCap Value with Momentum ETF (XSVM) and First Trust Rising Dividend Achievers ETF (RDVY) have volatilities of 5.09% and 5.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XSVMRDVYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.09%

5.04%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

12.03%

11.50%

+0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

18.60%

14.48%

+4.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.61%

18.98%

+3.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.08%

21.13%

+3.95%

XSVM vs. RDVY - Expense Ratio Comparison

XSVM has a 0.37% expense ratio, which is lower than RDVY's 0.50% expense ratio.

Dividends

XSVM vs. RDVY - Dividend Comparison

XSVM's dividend yield for the trailing twelve months is around 1.74%, more than RDVY's 0.89% yield.

PositionTTM20252024202320222021202020192018201720162015
RDVY
First Trust Rising Dividend Achievers ETF		0.89%1.11%1.64%2.09%2.21%1.04%1.53%1.55%1.68%1.25%2.07%2.14%
XSVM
Invesco S&P SmallCap Value with Momentum ETF		1.74%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

XSVM and RDVY have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XSVM has higher volatility (5.09%) compared to RDVY (5.04%). In terms of maximum drawdown, XSVM dropped -62.57% vs RDVY's -40.60%.

On 10-year performance, RDVY leads with 16.29% vs 13.23% for XSVM. On fees, XSVM is cheaper at 0.37% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RDVY has performed better with a 16.29% return vs 13.23%. 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 0.50% for RDVY.

XSVM has the higher dividend yield at 1.74%, compared with 0.89% for RDVY.

XSVM is categorized as Momentum, while RDVY is Large Cap Blend Equities. XSVM tracks S&P SmallCap 600 High Momentum Value Index, while RDVY tracks NASDAQ US Rising Dividend Achievers. They also come from different issuers: Invesco and First Trust. Their fees differ too: 0.37% for XSVM and 0.50% for RDVY.

XSVM currently has the higher Sharpe Ratio (2.09 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.

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