Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD)

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The chart shows the growth of an initial investment of $10,000 in Invesco S&P SmallCap High Dividend Low Volatility ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) has returned 3.82% so far this year and 0.05% over the past 12 months.

Based on dividend-adjusted daily data since Dec 1, 2016, XSHD's average daily return is +0.01%, while the average monthly return is +0.12%. At this rate, your investment would double in approximately 48.2 years.

Historically, 51% of months were positive and 49% were negative. The best month was Nov 2020 with a return of +17.3%, while the worst month was Mar 2020 at -32.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, XSHD closed higher 49% of trading days. The best single day was Mar 26, 2020 with a return of +11.8%, while the worst single day was Mar 12, 2020 at -14.3%.

Invesco S&P SmallCap High Dividend Low Volatility ETF has an annualized alpha of -9.47%, beta of 0.85, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since December 02, 2016.

• This ETF participated in 123.78% of S&P 500 Index downside but only 69.13% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.49 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

XSHD has an expense ratio of 0.30%, placing it in the medium range.

XSHD ranks 12 for risk / return — in the bottom 12% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) and compare them to a chosen benchmark (S&P 500 Index).

Invesco S&P SmallCap High Dividend Low Volatility ETF provided a 5.70% dividend yield over the last twelve months, with an annual payout of $0.75 per share.

The table displays the monthly dividend distributions for Invesco S&P SmallCap High Dividend Low Volatility ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Invesco S&P SmallCap High Dividend Low Volatility ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco S&P SmallCap High Dividend Low Volatility ETF was 49.53%, occurring on Apr 3, 2020. Recovery took 232 trading sessions.

The current Invesco S&P SmallCap High Dividend Low Volatility ETF drawdown is 27.70%.

The chart below shows the rolling one-month volatility.