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
XSHD (Invesco S&P SmallCap High Dividend Low Volatility ETF) 8.51% 9.23% 2.45% -4.99% NA NA NA
Data as of 06/04/2026, Common starting date is 12/01/2016
More Performance Analytics Comparison
Name Start Date End Date
XSHD (Invesco S&P SmallCap High Dividend Low Volatility ETF) 12/01/2016 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
Annualized Return (%) -0.15 9.23 2.45 -4.99 NA NA NA 8.51 -6.40 -5.26 3.02 -19.49 18.30 -13.53 17.40 -7.84 1.51 4.92
Sharpe Ratio NA 0.38 -0.01 -0.38 NA NA NA 1.40 -0.52 -0.50 -0.03 -0.93 0.99 -0.29 1.31 -0.67 0.07 5.81
Standard Deviation(%) NA 14.76 17.79 18.90 NA NA NA 14.20 17.92 17.65 20.26 22.47 18.49 47.68 12.14 13.80 12.90 14.24
Draw Down(%) NA 10.51 20.77 36.84 NA NA NA 8.15 17.15 11.74 27.77 29.09 12.01 48.52 9.95 19.94 9.11 1.43
Yield(%) 0.00 5.51 6.26 4.27 4.06 2.71 2.03 2.27 5.67 6.38 7.13 5.08 4.44 4.53 4.99 4.80 3.98 0.42
Data as of 06/04/2026, Common starting date is 12/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XSHD (Invesco S&P SmallCap High Dividend Low Volatility ETF) -12.80%
Mar 2017 – Mar 2020
-5.30%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XSHD (Invesco S&P SmallCap High Dividend Low Volatility ETF) 11.08%
Mar 2020 – Mar 2023
5.70%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return