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XSHD vs SPLV

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

XSHD

Invesco S&P SmallCap High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$77M

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

Key differences

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

Side-by-side comparison

XSHDSPLV
Annual cost (TER)0.30%0.25%
Fund size (AUM)$77M$7.2B
Since20162011
Dividend yield5.33%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.7%+4.3%
CAGR 3Y+2.6%+8.2%
CAGR 5Y-4.8%+6.1%
Sharpe 3Y0.030.45
Volatility 1Y14.91%9.71%
Max drawdown-49.52%-36.26%

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

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