Screener
XSHQ vs KAUG
Invesco S&P SmallCap Quality ETF vs Innovator U.S. Small Cap Power Buffer ETF - August
Key differences
- XSHQ costs 0.50% less per year.
- XSHQ is significantly larger than KAUG — larger funds tend to be more liquid and less likely to close.
- XSHQ is classified as equity, while KAUG is alternative — different risk/return profiles.
- XSHQ follows a index tracking strategy; KAUG uses structured outcome.
- XSHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XSHQ | KAUG | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.79% |
| Fund size (AUM) | $246M | $80M |
| Since | 2017 | 2024 |
| Dividend yield | 1.39% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | structured outcome |
| CAGR 1Y | +16.2% | +16.6% |
| CAGR 3Y | +12.9% | N/A |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.53 | N/A |
| Volatility 1Y | 17.54% | 8.09% |
| Max drawdown | -38.33% | -15.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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