Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PXSV (Invesco S&P SmallCap Value with Momentum ETF) 16.87% 34.73% 16.88% 6.30% 12.72% 11.98% 9.22%
Data as of 06/03/2026, Common starting date is 03/04/2005
More Performance Analytics Comparison
Name Start Date End Date
PXSV (Invesco S&P SmallCap Value with Momentum ETF) 03/04/2005 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -1.10 34.73 16.88 6.30 12.72 11.98 9.22 16.87 7.47 2.30 20.20 -13.63 56.37 5.08 30.01 -12.32 3.61 35.45 -9.40 6.00 44.09 21.13 -1.22 18.90 20.02 -31.76 -8.83 17.65 1.97
Sharpe Ratio NA 1.79 0.65 0.19 0.44 NA NA 2.48 0.21 -0.06 0.77 -0.58 1.89 0.10 1.68 -0.90 0.22 1.85 -0.57 0.40 3.07 1.21 -0.04 0.81 0.55 -0.75 -0.56 0.91 0.00
Standard Deviation(%) NA 18.45 21.15 22.72 25.10 NA NA 17.92 22.23 21.55 21.73 26.26 29.88 47.39 17.02 15.36 13.74 19.02 16.45 14.81 14.33 17.55 31.24 23.36 36.12 43.55 21.45 15.68 15.85
Draw Down(%) NA 10.08 26.21 26.21 49.02 NA NA 10.08 20.28 12.04 19.35 25.28 15.59 48.48 11.01 23.63 11.61 13.16 16.56 13.52 6.02 13.42 29.91 20.88 38.05 48.78 18.03 10.36 10.65
Yield(%) 0.00 2.39 2.35 1.72 3.07 3.85 3.21 0.51 2.42 1.70 1.56 1.50 1.90 1.25 1.54 2.17 1.91 3.10 2.39 1.39 1.59 2.45 1.00 1.36 0.85 0.74 3.25 0.82 0.60
Data as of 06/03/2026, Common starting date is 03/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXSV (Invesco S&P SmallCap Value with Momentum ETF) -18.81%
Feb 2006 – Feb 2009
-3.81%
Sep 2006 – Sep 2011
4.18%
Jan 2006 – Jan 2016
4.91%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXSV (Invesco S&P SmallCap Value with Momentum ETF) 33.90%
Mar 2020 – Mar 2023
26.18%
Feb 2009 – Feb 2014
17.02%
Sep 2011 – Sep 2021
15.27%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return