Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) belongs to the Volatility Hedged Equity category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with XSHD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to XSHD
XSHD charges 0.30% annually. There are 9 ETFs in the Volatility Hedged Equity category with lower expense ratios, going as low as 0.12%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR SSGA US Large Cap Low Volatility Index ETF | 0.12% | 1.11B | Feb 2013 | XSHD vs LGLV | |
| SPDR SSGA US Small Cap Low Volatility Index ETF | 0.12% | 244.95M | Feb 2013 | XSHD vs SMLV | |
| SPDR Russell 1000 Low Volatility Focus ETF | 0.20% | 385.05M | Dec 2015 | XSHD vs ONEV | |
| FlexShares US Quality Low Volatility Index Fund | 0.22% | 156.14M | Jul 2019 | XSHD vs QLV | |
| Invesco S&P International Developed Low Volatility... | 0.25% | 340.31M | Jan 2012 | XSHD vs IDLV |
Best Risk-Adjusted Alternatives to XSHD
XSHD has a PortfoliosLab risk / return rank of 16. There are 18 ETFs in the Volatility Hedged Equity category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin International Low Volatility High Dividen... | 93 | 4.99B | Jul 2016 | XSHD vs LVHI | |
| Franklin Liberty U.S. Low Volatility ETF | 90 | 112.15M | Sep 2016 | XSHD vs FLLV | |
| VictoryShares US Multi-Factor Minimum Volatility E... | 83 | 156.24M | Jun 2017 | XSHD vs VSMV | |
| SPDR SSGA US Small Cap Low Volatility Index ETF | 59 | 244.95M | Feb 2013 | XSHD vs SMLV | |
| 6 Meridian Hedged Equity-Index Option Strategy ETF | 57 | 488.90M | May 2020 | XSHD vs SIXH |
Top Performing XSHD Alternatives (YTD)
XSHD is at 9.24% YTD. There are 7 ETFs in the Volatility Hedged Equity category with higher YTD returns, going as high as 17.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR SSGA US Small Cap Low Volatility Index ETF | 17.79% | 244.95M | Feb 2013 | XSHD vs SMLV | |
| FlexShares Emerging Markets Quality Low Volatility... | 14.49% | 17.32M | Jul 2019 | XSHD vs QLVE | |
| WEBs QQQ Defined Volatility ETF | 14.40% | 3.20M | Dec 2024 | XSHD vs DVQQ | |
| Franklin International Low Volatility High Dividen... | 12.42% | 4.99B | Jul 2016 | XSHD vs LVHI | |
| Franklin Liberty U.S. Low Volatility ETF | 12.00% | 112.15M | Sep 2016 | XSHD vs FLLV |
Lowest Volatility Alternatives to XSHD
XSHD has 14.93% 1-year volatility. There are 18 ETFs in the Volatility Hedged Equity category with lower 1-year volatility, going as low as 7.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FlexShares US Quality Low Volatility Index Fund | 7.66% | 156.14M | Jul 2019 | XSHD vs QLV | |
| 6 Meridian Hedged Equity-Index Option Strategy ETF | 7.67% | 488.90M | May 2020 | XSHD vs SIXH | |
| Innovator Emerging Markets Power Buffer ETF Januar... | 8.32% | 157.08M | Jan 2020 | XSHD vs EJAN | |
| Franklin Liberty U.S. Low Volatility ETF | 8.46% | 112.15M | Sep 2016 | XSHD vs FLLV | |
| Cambria Tail Risk ETF | 8.48% | 148.09M | Apr 2017 | XSHD vs TAIL |
Lowest Drawdown Alternatives to XSHD
XSHD has a 1-year max drawdown of -10.51%. There are 18 ETFs in the Volatility Hedged Equity category with shallower 1-year drawdowns, going as shallow as -4.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 6 Meridian Hedged Equity-Index Option Strategy ETF | -4.36% | 488.90M | May 2020 | XSHD vs SIXH | |
| Franklin Liberty U.S. Low Volatility ETF | -4.90% | 112.15M | Sep 2016 | XSHD vs FLLV | |
| VictoryShares US Multi-Factor Minimum Volatility E... | -5.18% | 156.24M | Jun 2017 | XSHD vs VSMV | |
| Franklin International Low Volatility High Dividen... | -6.08% | 4.99B | Jul 2016 | XSHD vs LVHI | |
| FlexShares US Quality Low Volatility Index Fund | -6.19% | 156.14M | Jul 2019 | XSHD vs QLV |
Other ETFs from Invesco
The 10 most viewed Invesco ETFs shown here include QQQ, SPMO, QQQM and span 12 categories. AUM among these funds goes as high as $493B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 59 | 16.45% | 493.17B | Mar 1999 | XSHD vs QQQ | |
| Invesco S&P 500 Momentum ETF | Momentum, S&P 500 | 68 | 29.91% | 21.99B | Oct 2015 | XSHD vs SPMO | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 60 | 16.48% | 101.29B | Oct 2020 | XSHD vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 49 | 9.94% | 92.57B | Apr 2003 | XSHD vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 94 | 90.62% | 3.22B | Jun 2021 | XSHD vs SOXQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 39 | 1.60% | 10.60B | May 2005 | XSHD vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Blend Equities | 61 | 16.54% | 21.05B | Dec 2005 | XSHD vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Large Cap Value Equities | 30 | 8.20% | 3.27B | Oct 2012 | XSHD vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 66 | 22.90% | 8.18B | Mar 2005 | XSHD vs XMMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 38 | 9.76% | 8.26B | Oct 2005 | XSHD vs PPA |
Often Compared With XSHD
Investors most often compare XSHD with SCHD, SPYD, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare XSHD with Any Fund or Stock
Compare XSHD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XSHD with funds that move differently
Invesco S&P SmallCap High Dividend Low Volatility ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XSHD.
Explore XSHD Diversifiers