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RZG vs XSHD

Invesco S&P SmallCap 600 Pure Growth ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF

RZG

Invesco S&P SmallCap 600 Pure Growth ETF

Invesco

Annual cost

0.35%

Fund size

$121M

XSHD

Invesco S&P SmallCap High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$77M

Key differences

  • Over the last 3 years, RZG has delivered higher annualized returns.
  • RZG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RZGXSHD
Annual cost (TER)0.35%0.30%
Fund size (AUM)$121M$77M
Since20062016
Dividend yield0.42%5.33%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.2%+9.7%
CAGR 3Y+18.8%+2.6%
CAGR 5Y+5.3%-4.8%
Sharpe 3Y0.760.03
Volatility 1Y18.58%14.91%
Max drawdown-54.02%-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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