# Invesco S&P SmallCap Value with Momentum ETF (XSVM) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Invesco S&P SmallCap Value with Momentum ETF (XSVM) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: XSVM +39.69%, SPY +86.64%. Regime XSVM BEAR · SPY BULL. As of Oct 13, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/XSVM/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=XSVM%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| XSVM | +39.69% | -26.22% | +16.48% |
| SPY | +86.64% | -24.49% | +14.78% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| XSVM | +22.70% | +25.30% | +50.78% | +39.69% |
| SPY | +18.61% | +36.22% | +86.97% | +86.64% |

## Annual

| Year | XSVM | SPY |
|---|---:|---:|
| YTD | +16.48% | +14.78% |
| 2025 | +8.46% | +18.01% |
| 2024 | +2.67% | +25.59% |
| 2023 | +21.37% | +26.73% |
| 2022 | -14.94% | -18.64% |
| 2021 | +4.23% | +6.90% |

---

Research context only. Not personalized investment advice.