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XSX6.DE vs. XSVM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XSX6.DE vs. XSVM - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers STOXX Europe 600 UCITS ETF (XSX6.DE) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XSX6.DE is traded in EUR, while XSVM is traded in USD. To make them comparable, the XSVM values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, XSX6.DE achieves a 7.40% return, which is significantly lower than XSVM's 19.68% return. Over the past 10 years, XSX6.DE has underperformed XSVM with an annualized return of 9.14%, while XSVM has yielded a comparatively higher 12.42% annualized return.


XSX6.DE

1D
0.59%
1M
0.87%
YTD
7.40%
6M
10.04%
1Y
16.19%
3Y*
13.95%
5Y*
9.70%
10Y*
9.14%

XSVM

1D
-0.17%
1M
2.52%
YTD
19.68%
6M
18.56%
1Y
35.69%
3Y*
12.79%
5Y*
7.62%
10Y*
12.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XSX6.DE vs. XSVM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XSX6.DE
Xtrackers STOXX Europe 600 UCITS ETF
7.40%20.91%8.35%15.54%-10.63%24.87%-1.83%28.68%-11.34%10.91%
XSVM
Invesco S&P SmallCap Value with Momentum ETF
19.68%-5.28%9.06%16.59%-8.28%68.06%-3.58%32.94%-8.22%-9.11%

Correlation

The correlation between XSX6.DE and XSVM is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

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

0.36

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

0.39

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

0.42

Correlation (All Time)
Calculated using the full available price history since Jan 21, 2009

0.45

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Return for Risk

XSX6.DE vs. XSVM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XSX6.DE
XSX6.DE Risk / Return Rank: 3737
Overall Rank
XSX6.DE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
XSX6.DE Sortino Ratio Rank: 3737
Sortino Ratio Rank
XSX6.DE Omega Ratio Rank: 3737
Omega Ratio Rank
XSX6.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
XSX6.DE Martin Ratio Rank: 4242
Martin Ratio Rank

XSVM
XSVM Risk / Return Rank: 6464
Overall Rank
XSVM Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
XSVM Sortino Ratio Rank: 6363
Sortino Ratio Rank
XSVM Omega Ratio Rank: 5858
Omega Ratio Rank
XSVM Calmar Ratio Rank: 7575
Calmar Ratio Rank
XSVM Martin Ratio Rank: 6464
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.

XSX6.DE vs. XSVM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers STOXX Europe 600 UCITS ETF (XSX6.DE) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). 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.


XSX6.DEXSVMDifference
Sharpe ratioReturn per unit of total volatility

-0.69

Sortino ratioReturn per unit of downside risk

-0.84

Omega ratioGain probability vs. loss probability

1.24

1.34

-0.10

Calmar ratioReturn relative to maximum drawdown

1.73

4.38

-2.66

Martin ratioReturn relative to average drawdown

6.55

13.18

-6.63

XSX6.DE vs. XSVM - Sharpe Ratio Comparison

The current XSX6.DE Sharpe Ratio is 1.26, which is lower than the XSVM Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of XSX6.DE and XSVM, 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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Sharpe Ratios by Period


XSX6.DEXSVMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

1.95

-0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.34

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.49

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.41

+0.19

Drawdowns

XSX6.DE vs. XSVM - Drawdown Comparison

The maximum XSX6.DE drawdown since its inception was -36.05%, smaller than the maximum XSVM drawdown of -55.88%. Use the drawdown chart below to compare losses from any high point for XSX6.DE and XSVM.


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Drawdown Indicators


XSX6.DEXSVMDifference

Max Drawdown

Largest peak-to-trough decline

-36.05%

-55.88%

+19.83%

Max Drawdown (1Y)

Largest decline over 1 year

-9.46%

-8.18%

-1.28%

Max Drawdown (3Y)

Largest decline over 3 years

-16.37%

-30.63%

+14.26%

Max Drawdown (5Y)

Largest decline over 5 years

-20.84%

-30.63%

+9.79%

Max Drawdown (10Y)

Largest decline over 10 years

-36.05%

-47.56%

+11.51%

Current Drawdown

Current decline from peak

-1.56%

-0.17%

-1.39%

Average Drawdown

Average peak-to-trough decline

-5.27%

-11.88%

+6.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.50%

2.71%

-0.21%

Volatility

XSX6.DE vs. XSVM - Volatility Comparison

The current volatility for Xtrackers STOXX Europe 600 UCITS ETF (XSX6.DE) is 4.26%, while Invesco S&P SmallCap Value with Momentum ETF (XSVM) has a volatility of 4.67%. This indicates that XSX6.DE experiences smaller price fluctuations and is considered to be less risky than XSVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XSX6.DEXSVMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.26%

4.67%

-0.41%

Volatility (6M)

Calculated over the trailing 6-month period

10.73%

12.10%

-1.37%

Volatility (1Y)

Calculated over the trailing 1-year period

12.95%

18.38%

-5.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.44%

22.41%

-7.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.61%

25.29%

-9.68%

XSX6.DE vs. XSVM - Expense Ratio Comparison

XSX6.DE has a 0.20% expense ratio, which is lower than XSVM's 0.37% expense ratio.


Dividends

XSX6.DE vs. XSVM - Dividend Comparison

XSX6.DE has not paid dividends to shareholders, while XSVM's dividend yield for the trailing twelve months is around 1.81%.


PositionTTM20252024202320222021202020192018201720162015
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%
XSX6.DE
Xtrackers STOXX Europe 600 UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


XSX6.DE and XSVM have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XSX6.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XSX6.DE is cheaper with a 0.20% expense ratio, compared with 0.37% for XSVM.

XSX6.DE is categorized as Europe Equities, while XSVM is Momentum. XSX6.DE tracks STOXX® Europe 600, while XSVM tracks S&P SmallCap 600 High Momentum Value Index. They also come from different issuers: Xtrackers and Invesco. Their fees differ too: 0.20% for XSX6.DE and 0.37% for XSVM.

Portfolio Optimizer

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