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
QVMS (Invesco S&P SmallCap 600 QVM Multi-factor ETF) 15.39% 31.65% 15.56% NA NA NA NA
Data as of 06/05/2026, Common starting date is 07/01/2021
More Performance Analytics Comparison
Name Start Date End Date
QVMS (Invesco S&P SmallCap 600 QVM Multi-factor ETF) 07/01/2021 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -0.40 31.65 15.56 NA NA NA NA 15.39 5.57 9.48 16.84 -14.61 3.92
Sharpe Ratio NA 1.59 0.61 NA NA NA NA 1.94 0.12 0.30 0.68 -0.65 0.41
Standard Deviation(%) NA 18.89 20.88 NA NA NA NA 21.03 22.64 19.85 19.65 24.65 19.41
Draw Down(%) NA 8.78 28.03 NA NA NA NA 8.78 23.97 9.11 16.39 23.75 8.76
Yield(%) 0.00 1.49 1.69 1.37 0.68 0.46 0.34 0.38 1.15 1.66 1.74 1.31 0.66
Data as of 06/05/2026, Common starting date is 07/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QVMS (Invesco S&P SmallCap 600 QVM Multi-factor ETF) 1.97%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QVMS (Invesco S&P SmallCap 600 QVM Multi-factor ETF) 16.81%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return