Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XMHQ (Invesco S&P MidCap Quality ETF) 10.27% 15.31% 17.32% 9.53% 12.75% 12.02% NA
Data as of 06/04/2026, Common starting date is 12/01/2006
More Performance Analytics Comparison
Name Start Date End Date
XMHQ (Invesco S&P MidCap Quality ETF) 12/01/2006 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 2.43 15.31 17.32 9.53 12.75 12.02 NA 10.27 4.71 16.79 29.50 -12.41 20.98 26.62 27.18 -9.06 15.63 16.15 -6.51 13.05 33.42 13.24 -1.39 21.15 29.55 -40.16 5.61 2.52
Sharpe Ratio NA 0.74 0.72 0.32 0.54 NA NA 1.13 0.09 0.72 1.45 -0.50 1.11 0.71 1.76 -0.69 1.78 0.95 -0.43 1.11 2.72 0.90 -0.06 1.04 1.17 -1.09 0.16 4.10
Standard Deviation(%) NA 15.46 18.69 20.72 20.74 NA NA 16.65 20.68 18.26 17.93 27.55 18.83 37.04 14.58 15.23 8.45 16.70 15.05 11.79 12.29 14.71 25.11 20.29 25.09 37.66 15.89 8.66
Draw Down(%) NA 8.85 24.56 25.48 36.89 NA NA 8.40 20.86 10.31 10.86 23.44 9.19 36.89 8.71 21.82 4.10 13.30 15.53 9.62 6.52 13.46 23.66 15.10 24.74 54.36 13.19 0.84
Yield(%) 0.00 0.63 2.85 2.14 2.94 3.58 2.90 0.14 0.67 5.78 0.94 1.48 1.20 1.39 1.55 1.41 1.21 1.90 1.24 1.41 1.46 1.75 1.00 1.01 0.98 0.54 0.53 0.17
Data as of 06/04/2026, Common starting date is 12/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XMHQ (Invesco S&P MidCap Quality ETF) -9.95%
Jun 2007 – Jun 2010
-2.77%
May 2007 – May 2012
5.23%
May 2007 – May 2017
6.70%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XMHQ (Invesco S&P MidCap Quality ETF) 25.20%
Feb 2009 – Feb 2012
22.53%
Feb 2009 – Feb 2014
14.96%
Feb 2009 – Feb 2019
15.73%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return