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SPHQ vs XMHQ
Invesco S&P 500 Quality ETF vs Invesco S&P MidCap Quality ETF
Key differences
- SPHQ costs 0.10% less per year.
- SPHQ is significantly larger than XMHQ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPHQ has delivered higher annualized returns.
Side-by-side comparison
| SPHQ | XMHQ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $17.3B | $5.2B |
| Since | 2005 | 2006 |
| Dividend yield | 1.11% | 0.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.1% | +12.7% |
| CAGR 3Y | +22.6% | +16.1% |
| CAGR 5Y | +14.6% | +8.6% |
| Sharpe 3Y | 1.26 | 0.70 |
| Volatility 1Y | 12.69% | 15.56% |
| Max drawdown | -31.59% | -36.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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