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FSCS vs XSHQ

First Trust SMID Capital Strength ETF vs Invesco S&P SmallCap Quality ETF

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

XSHQ

Invesco S&P SmallCap Quality ETF

Annual cost

0.29%

Fund size

$253M

Key differences

Both FSCS and XSHQ are equity ETFs. FSCS charges 0.60% a year and XSHQ 0.29%. The main difference: XSHQ costs 0.31% less per year.

  • XSHQ costs 0.31% less per year.
  • XSHQ is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XSHQ has delivered higher annualized returns.

Side-by-side comparison

FSCSXSHQ
Annual cost (TER)0.60%0.29%
Fund size (AUM)$56M$253M
Since20172017
Dividend yield0.91%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+0.7%+15.5%
CAGR 3Y+10.7%+12.1%
CAGR 5Y+5.3%+6.1%
Sharpe 3Y0.500.49
Volatility 1Y12.79%17.45%
Max drawdown-43.57%-38.33%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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