Screener
SDY vs XSHD
State Street SPDR S&P Dividend ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF
Key differences
- SDY is significantly larger than XSHD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SDY has delivered higher annualized returns.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDY | XSHD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.30% |
| Fund size (AUM) | $22.0B | $77M |
| Since | 2005 | 2016 |
| Dividend yield | 2.46% | 5.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.8% | +9.7% |
| CAGR 3Y | +10.1% | +2.6% |
| CAGR 5Y | +6.2% | -4.8% |
| Sharpe 3Y | 0.56 | 0.03 |
| Volatility 1Y | 10.48% | 14.91% |
| Max drawdown | -36.70% | -49.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SDY and XSHD
Explore further