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KBWD vs XSHD
Invesco KBW High Dividend Yield Financial ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF
Key differences
- XSHD costs 5.09% less per year.
- KBWD is significantly larger than XSHD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, KBWD has delivered higher annualized returns.
- KBWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KBWD | XSHD | |
|---|---|---|
| Annual cost (TER) | 5.39% | 0.30% |
| Fund size (AUM) | $447M | $77M |
| Since | 2010 | 2016 |
| Dividend yield | 13.23% | 5.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.7% | +10.4% |
| CAGR 3Y | +8.5% | +2.7% |
| CAGR 5Y | +1.4% | -4.5% |
| Sharpe 3Y | 0.34 | 0.04 |
| Volatility 1Y | 15.37% | 14.91% |
| Max drawdown | -58.63% | -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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