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FDIQ vs XSHD
Invesco Bloomberg Financial Data Providers ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF
Key differences
- FDIQ is classified as fixed income, while XSHD is equity — different risk/return profiles.
- Over the last 3 years, FDIQ has delivered higher annualized returns.
- FDIQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDIQ | XSHD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.30% |
| Fund size (AUM) | $52M | $77M |
| Since | 2011 | 2016 |
| Dividend yield | 2.42% | 5.33% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.5% | +10.4% |
| CAGR 3Y | +22.4% | +2.7% |
| CAGR 5Y | +4.5% | -4.5% |
| Sharpe 3Y | 0.73 | 0.04 |
| Volatility 1Y | 22.13% | 14.91% |
| Max drawdown | -52.86% | -49.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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