Screener
SMDV vs XSHD
ProShares Russell 2000 Dividend Growers ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF
Key differences
- XSHD costs 0.10% less per year.
- SMDV is significantly larger than XSHD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SMDV has delivered higher annualized returns.
Side-by-side comparison
| SMDV | XSHD | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.30% |
| Fund size (AUM) | $661M | $77M |
| Since | 2015 | 2016 |
| Dividend yield | 2.38% | 5.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.7% | +9.7% |
| CAGR 3Y | +10.6% | +2.6% |
| CAGR 5Y | +4.1% | -4.8% |
| Sharpe 3Y | 0.44 | 0.03 |
| Volatility 1Y | 15.90% | 14.91% |
| Max drawdown | -34.12% | -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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