Performance Comparison
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
