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XSHD vs SPHD

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

XSHD

Invesco S&P SmallCap High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$77M

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD is significantly larger than XSHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPHD has delivered higher annualized returns.

Side-by-side comparison

XSHDSPHD
Annual cost (TER)0.30%0.30%
Fund size (AUM)$77M$3.3B
Since20162012
Dividend yield5.33%4.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.7%+12.6%
CAGR 3Y+2.6%+12.2%
CAGR 5Y-4.8%+6.2%
Sharpe 3Y0.030.69
Volatility 1Y14.91%11.06%
Max drawdown-49.52%-41.39%

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

Similar to XSHD and SPHD