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SPLV vs XSHQ

Invesco S&P 500 Low Volatility ETF vs Invesco S&P SmallCap Quality ETF

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

XSHQ

Invesco S&P SmallCap Quality ETF

Invesco

Annual cost

0.29%

Fund size

$246M

Key differences

  • SPLV is significantly larger than XSHQ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XSHQ has delivered higher annualized returns.
  • SPLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPLVXSHQ
Annual cost (TER)0.25%0.29%
Fund size (AUM)$7.2B$246M
Since20112017
Dividend yield2.11%1.39%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.3%+16.2%
CAGR 3Y+8.2%+12.9%
CAGR 5Y+6.1%+6.1%
Sharpe 3Y0.450.53
Volatility 1Y9.71%17.54%
Max drawdown-36.26%-38.33%

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

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