Screener
XSHQ vs SPHQ
Invesco S&P SmallCap Quality ETF vs Invesco S&P 500 Quality ETF
Key differences
- SPHQ costs 0.14% less per year.
- SPHQ is significantly larger than XSHQ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPHQ has delivered higher annualized returns.
- SPHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XSHQ | SPHQ | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.15% |
| Fund size (AUM) | $246M | $17.3B |
| Since | 2017 | 2005 |
| Dividend yield | 1.39% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.2% | +23.1% |
| CAGR 3Y | +12.9% | +22.6% |
| CAGR 5Y | +6.1% | +14.6% |
| Sharpe 3Y | 0.53 | 1.26 |
| Volatility 1Y | 17.54% | 12.69% |
| Max drawdown | -38.33% | -31.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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