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
XSHQ (Invesco S&P SmallCap Quality ETF) 9.69% 16.30% 12.74% 6.08% NA NA NA
Data as of 06/04/2026, Common starting date is 04/06/2017
More Performance Analytics Comparison
Name Start Date End Date
XSHQ (Invesco S&P SmallCap Quality ETF) 04/06/2017 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
Annualized Return (%) -0.09 16.30 12.74 6.08 NA NA NA 9.69 0.88 7.49 23.92 -15.02 23.99 11.86 17.35 -6.09 11.30
Sharpe Ratio NA 0.75 0.46 0.17 NA NA NA 1.19 -0.09 0.19 1.03 -0.65 1.09 0.31 1.00 -0.40 1.05
Standard Deviation(%) NA 17.41 20.11 21.20 NA NA NA 17.57 21.73 20.09 19.84 25.27 22.08 37.79 15.87 18.64 14.22
Draw Down(%) NA 10.27 27.34 27.34 NA NA NA 9.18 21.33 10.74 13.47 24.27 10.15 35.04 11.08 25.21 5.83
Yield(%) 0.00 1.57 1.62 1.53 1.68 1.12 0.84 0.38 1.47 1.26 1.42 1.66 1.55 1.37 1.30 1.07 0.87
Data as of 06/04/2026, Common starting date is 04/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XSHQ (Invesco S&P SmallCap Quality ETF) 0.49%
Sep 2017 – Sep 2020
4.10%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XSHQ (Invesco S&P SmallCap Quality ETF) 18.28%
Mar 2020 – Mar 2023
14.68%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return