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XSHD vs RZG

Invesco S&P SmallCap High Dividend Low Volatility ETF vs Invesco S&P SmallCap 600 Pure Growth ETF

XSHD

Invesco S&P SmallCap High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$77M

RZG

Invesco S&P SmallCap 600 Pure Growth ETF

Invesco

Annual cost

0.35%

Fund size

$121M

Key differences

  • Over the last 3 years, RZG has delivered higher annualized returns.
  • RZG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XSHDRZG
Annual cost (TER)0.30%0.35%
Fund size (AUM)$77M$121M
Since20162006
Dividend yield5.33%0.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.7%+32.2%
CAGR 3Y+2.6%+18.8%
CAGR 5Y-4.8%+5.3%
Sharpe 3Y0.030.76
Volatility 1Y14.91%18.58%
Max drawdown-49.52%-54.02%

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

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