XSVM vs. SMOM
XSVM (Invesco S&P SmallCap Value with Momentum ETF) and SMOM (Symmetry Panoramic Sector Momentum ETF) are both exchange-traded funds - XSVM is a Momentum fund tracking the S&P SmallCap 600 High Momentum Value Index, while SMOM is a Large Cap Blend Equities fund actively managed by Symmetry Partners. XSVM is passively managed, while SMOM is actively managed. A 0.56 correlation means they provide meaningful diversification when combined. XSVM charges 0.37%/yr vs 0.63%/yr for SMOM.
Performance
XSVM vs. SMOM - Performance Comparison
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Returns By Period
In the year-to-date period, XSVM achieves a 16.87% return, which is significantly higher than SMOM's 9.82% return.
XSVM
- 1D
- -1.47%
- 1M
- 1.71%
- YTD
- 16.87%
- 6M
- 16.68%
- 1Y
- 34.73%
- 3Y*
- 15.99%
- 5Y*
- 6.37%
- 10Y*
- 12.72%
SMOM
- 1D
- 0.27%
- 1M
- 5.93%
- YTD
- 9.82%
- 6M
- 10.58%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XSVM vs. SMOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XSVM Invesco S&P SmallCap Value with Momentum ETF | 16.87% | 1.35% |
SMOM Symmetry Panoramic Sector Momentum ETF | 9.82% | 2.81% |
Correlation
The correlation between XSVM and SMOM is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 11, 2025 | 0.56 |
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Return for Risk
XSVM vs. SMOM — Risk / Return Rank
XSVM
SMOM
XSVM vs. SMOM - 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 Symmetry Panoramic Sector Momentum ETF (SMOM). 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 | SMOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.33 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | — | — |
| Martin ratioReturn relative to average drawdown | 10.66 | — | — |
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 | SMOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 1.45 | -1.08 |
Drawdowns
XSVM vs. SMOM - Drawdown Comparison
The maximum XSVM drawdown since its inception was -62.57%, which is greater than SMOM's maximum drawdown of -7.45%. Use the drawdown chart below to compare losses from any high point for XSVM and SMOM.
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Drawdown Indicators
| XSVM | SMOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.57% | -7.45% | -55.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -26.21% | — | — |
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 | -1.47% | 0.00% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -1.48% | -10.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | — | — |
Volatility
XSVM vs. SMOM - Volatility Comparison
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Volatility by Period
| XSVM | SMOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 12.62% | +5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.71% | 12.62% | +10.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.09% | 12.62% | +12.47% |
XSVM vs. SMOM - Expense Ratio Comparison
XSVM has a 0.37% expense ratio, which is lower than SMOM's 0.63% expense ratio.
Dividends
XSVM vs. SMOM - Dividend Comparison
XSVM's dividend yield for the trailing twelve months is around 1.81%, more than SMOM's 0.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMOM Symmetry Panoramic Sector Momentum ETF | 0.15% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 1.81% | 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 SMOM have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XSVM is cheaper at 0.37% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XSVM is cheaper with a 0.37% expense ratio, compared with 0.63% for SMOM.
XSVM has the higher dividend yield at 1.81%, compared with 0.15% for SMOM.
XSVM is categorized as Momentum, while SMOM is Large Cap Blend Equities. They also come from different issuers: Invesco and Symmetry Partners. Their fees differ too: 0.37% for XSVM and 0.63% for SMOM.
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