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DVVY vs XSHD

Invesco Diversified Dividend Opportunities ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF

DVVY

Invesco Diversified Dividend Opportunities ETF

Invesco

Annual cost

0.33%

Fund size

$3M

XSHD

Invesco S&P SmallCap High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$77M

Key differences

  • XSHD is significantly larger than DVVY — larger funds tend to be more liquid and less likely to close.
  • DVVY follows a active selection strategy; XSHD uses index tracking.
  • XSHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVVYXSHD
Annual cost (TER)0.33%0.30%
Fund size (AUM)$3M$77M
Since20262016
Dividend yield5.33%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+9.7%
CAGR 3YN/A+2.6%
CAGR 5YN/A-4.8%
Sharpe 3YN/A0.03
Volatility 1Y14.91%
Max drawdown-2.57%-49.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DVVY and XSHD