XRLV vs. EGGQ

Last updated Jun 4, 2026

XRLV (Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF) and EGGQ (NestYield Visionary ETF) are both exchange-traded funds - XRLV is a S&P 500 fund tracking the S&P 500 Low Volatility Rate Response Index, while EGGQ is a Derivative Income fund actively managed by NestYield. XRLV is passively managed, while EGGQ is actively managed. At a correlation of -0.10, they often move in opposite directions. XRLV charges 0.25%/yr vs 0.89%/yr for EGGQ.

Performance

XRLV vs. EGGQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) and NestYield Visionary ETF (EGGQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

XRLV

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EGGQ

• 1D: -1.08%
• 1M: 14.33%
• YTD: 37.81%
• 6M: 36.39%
• 1Y: 59.14%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XRLV vs. EGGQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF	6.34%	4.11%	0.03%
EGGQ NestYield Visionary ETF	37.81%	25.92%	-1.32%

Correlation

The correlation between XRLV and EGGQ is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.19
Correlation (All Time) Calculated using the full available price history since Dec 31, 2024	-0.10

Return for Risk

XRLV vs. EGGQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EGGQ

EGGQ Risk / Return Rank: 53
EGGQ Sharpe Ratio Rank: 55
EGGQ Sortino Ratio Rank: 48
EGGQ Omega Ratio Rank: 52
EGGQ Calmar Ratio Rank: 60
EGGQ Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XRLV vs. EGGQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) and NestYield Visionary ETF (EGGQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	XRLV	EGGQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.90	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.42	—

Drawdowns

Drawdown Indicators

	XRLV	EGGQ	Difference
Max Drawdown Largest peak-to-trough decline	—	-22.70%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-19.76%	—
Current Drawdown Current decline from peak	—	-1.08%	—
Average Drawdown Average peak-to-trough decline	—	-5.69%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.28%	—

Volatility

Volatility by Period

	XRLV	EGGQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.59%	—
Volatility (6M) Calculated over the trailing 6-month period	—	25.07%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	31.24%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	32.64%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	32.64%	—

XRLV vs. EGGQ - Expense Ratio Comparison

XRLV has a 0.25% expense ratio, which is lower than EGGQ's 0.89% expense ratio.

Dividends

XRLV vs. EGGQ - Dividend Comparison

XRLV's dividend yield for the trailing twelve months is around 1.53%, less than EGGQ's 5.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EGGQ NestYield Visionary ETF	5.54%	5.70%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF	1.53%	2.15%	1.94%	2.57%	1.96%	1.26%	1.65%	1.66%	1.76%	1.39%	1.71%	1.07%

Frequently Asked Questions

Can I hold both XRLV and EGGQ in my portfolio?

XRLV and EGGQ have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XRLV or EGGQ?

On fees, XRLV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XRLV or EGGQ?

XRLV is cheaper with a 0.25% expense ratio, compared with 0.89% for EGGQ.

Which ETF pays a higher dividend yield, XRLV or EGGQ?

EGGQ has the higher dividend yield at 5.54%, compared with 1.53% for XRLV.

What is the main difference between XRLV and EGGQ?

XRLV is categorized as S&P 500, while EGGQ is Derivative Income. They also come from different issuers: Invesco and NestYield. Their fees differ too: 0.25% for XRLV and 0.89% for EGGQ.