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SPDV vs XSHD

AAM S&P 500 High Dividend Value ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF

SPDV

AAM S&P 500 High Dividend Value ETF

AAM

Annual cost

0.29%

Fund size

$90M

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, SPDV has delivered higher annualized returns.

Side-by-side comparison

SPDVXSHD
Annual cost (TER)0.29%0.30%
Fund size (AUM)$90M$77M
Since20172016
Dividend yield3.38%5.33%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+9.7%
CAGR 3Y+17.2%+2.6%
CAGR 5Y+8.5%-4.8%
Sharpe 3Y0.910.03
Volatility 1Y12.31%14.91%
Max drawdown-43.81%-49.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPDV and XSHD