Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) belongs to the Dividend 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 30 ETFs in the Dividend category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF | 0.04% | 96.20B | Nov 2006 | XSHD vs VYM | |
| Vanguard Dividend Appreciation ETF | 0.04% | 129.60B | Apr 2006 | XSHD vs VIG | |
| iShares Core Dividend ETF | 0.05% | 1.71B | Nov 2017 | XSHD vs DIVB | |
| SPDR Portfolio S&P Sector Neutral Dividend ETF | 0.05% | 12.81M | Sep 2023 | XSHD vs SPDG | |
| Schwab U.S. Dividend Equity ETF | 0.06% | 104.16B | Oct 2011 | XSHD vs SCHD |
Best Risk-Adjusted Alternatives to XSHD
XSHD has a PortfoliosLab risk / return rank of 43. There are 124 ETFs in the Dividend category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin International Low Volatility High Dividen... | 97 | 5.48B | Jul 2016 | XSHD vs LVHI | |
| Franklin Income Equity Focus ETF | 96 | 135.67M | Sep 2016 | XSHD vs INCE | |
| WisdomTree Global High Dividend Fund | 95 | 146.66M | Jun 2006 | XSHD vs DEW | |
| Schwab U.S. Dividend Equity ETF | 95 | 104.16B | Oct 2011 | XSHD vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | 95 | 1.80B | Oct 2013 | XSHD vs RDIV |
Top Performing XSHD Alternatives (YTD)
XSHD is at 14.67% YTD. There are 71 ETFs in the Dividend category with higher YTD returns, going as high as 62.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| YieldMax MRNA Option Income Strategy ETF | 62.69% | 106.87M | Oct 2023 | XSHD vs MRNY | |
| ETRACS 2x Leveraged U.S. Dividend Factor TR ETN | 47.89% | 8.65M | Feb 2021 | XSHD vs SCDL | |
| Amplify Energy & Natural Resources Covered Call ET... | 31.93% | 26.89M | Aug 2022 | XSHD vs NDIV | |
| iShares Core Dividend ETF | 25.86% | 1.71B | Nov 2017 | XSHD vs DIVB | |
| ETRACS Monthly Pay 2xLeveraged US High Dividend Lo... | 25.86% | 5.73M | Oct 2019 | XSHD vs HDLB |
Lowest Volatility Alternatives to XSHD
XSHD has 14.94% 1-year volatility. There are 120 ETFs in the Dividend category with lower 1-year volatility, going as low as 5.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Alternative Income ETF | 5.94% | 45.64M | Jul 2015 | XSHD vs ALTY | |
| Simplify Enhanced Income ETF | 7.31% | 66.82M | Oct 2022 | XSHD vs HIGH | |
| JPMorgan Equity Premium Income ETF | 8.10% | 45.80B | May 2020 | XSHD vs JEPI | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | XSHD vs INCE | |
| Calamos CEF Income & Arbitrage ETF | 8.43% | 33.90M | Jan 2024 | XSHD vs CCEF |
Lowest Drawdown Alternatives to XSHD
XSHD has a 1-year max drawdown of -10.51%. There are 114 ETFs in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.27%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | XSHD vs FDL | |
| Global X Alternative Income ETF | -4.34% | 45.64M | Jul 2015 | XSHD vs ALTY | |
| Schwab U.S. Dividend Equity ETF | -4.61% | 104.16B | Oct 2011 | XSHD vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.80B | Oct 2013 | XSHD vs RDIV | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | XSHD vs INCE |
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 $453B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 58 | 14.23% | 452.80B | Mar 1999 | XSHD vs QQQ | |
| Invesco S&P 500 Momentum ETF | Momentum, S&P 500 | 51 | 22.35% | 21.05B | Oct 2015 | XSHD vs SPMO | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 59 | 14.26% | 97.11B | Oct 2020 | XSHD vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 79 | 14.26% | 96.96B | Apr 2003 | XSHD vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 88 | 61.64% | 2.58B | Jun 2021 | XSHD vs SOXQ | |
| Invesco S&P 500 Quality ETF | Quality Factor, S&P 500, Large Cap Blend Equities | 65 | 14.14% | 19.45B | Dec 2005 | XSHD vs SPHQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 45 | 4.68% | 10.56B | May 2005 | XSHD vs XLG | |
| Invesco S&P 500Ā® High Dividend Low Volatility ETF | Dividend, S&P 500, Low Volatility | 55 | 12.76% | 4.04B | Oct 2012 | XSHD vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 44 | 13.32% | 7.18B | Mar 2005 | XSHD vs XMMO | |
| Invesco S&P International Developed Momentum ETF | Momentum, Foreign Large Cap Equities | 58 | 11.63% | 4.08B | Feb 2012 | XSHD vs IDMO |
Often Compared With XSHD
Investors most often compare XSHD with SPY, SPYD, TTC. These 20 comparison targets span 13 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.
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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