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XSHQ vs SPLV

Invesco S&P SmallCap Quality ETF vs Invesco S&P 500 Low Volatility ETF

XSHQ

Invesco S&P SmallCap Quality ETF

Invesco

Annual cost

0.29%

Fund size

$246M

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

Key differences

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

Side-by-side comparison

XSHQSPLV
Annual cost (TER)0.29%0.25%
Fund size (AUM)$246M$7.2B
Since20172011
Dividend yield1.39%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.2%+4.3%
CAGR 3Y+12.9%+8.2%
CAGR 5Y+6.1%+6.1%
Sharpe 3Y0.530.45
Volatility 1Y17.54%9.71%
Max drawdown-38.33%-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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