XSHD vs. BWY.L
Compare and contrast key facts about Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) and Bellway plc (BWY.L).
XSHD is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Low Volatility High Dividend Index. It was launched on Dec 1, 2016.
Performance
XSHD vs. BWY.L - Performance Comparison
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XSHD vs. BWY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF | 4.04% | -6.41% | -5.25% | 3.00% | -19.48% | 18.31% | -13.55% | 17.91% | -7.86% | 1.52% |
BWY.L Bellway plc | -31.68% | 21.51% | -2.54% | 50.30% | -45.33% | 16.01% | -18.65% | 65.01% | -30.03% | 63.53% |
Different Trading Currencies
XSHD is traded in USD, while BWY.L is traded in GBp. To make them comparable, the BWY.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XSHD achieves a 4.04% return, which is significantly higher than BWY.L's -31.68% return.
XSHD
- 1D
- 0.21%
- 1M
- -2.97%
- YTD
- 4.04%
- 6M
- 0.51%
- 1Y
- 0.04%
- 3Y*
- -1.19%
- 5Y*
- -4.92%
- 10Y*
- —
BWY.L
- 1D
- 3.50%
- 1M
- -30.41%
- YTD
- -31.68%
- 6M
- -22.90%
- 1Y
- -15.56%
- 3Y*
- 1.00%
- 5Y*
- -8.21%
- 10Y*
- 0.17%
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Return for Risk
XSHD vs. BWY.L — Risk / Return Rank
XSHD
BWY.L
XSHD vs. BWY.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) and Bellway plc (BWY.L). 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.
| XSHD | BWY.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | -0.42 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.13 | -0.34 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.02 | 0.95 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.02 | -0.35 | +0.37 |
Martin ratioReturn relative to average drawdown | 0.05 | -0.95 | +1.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XSHD | BWY.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | -0.42 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.26 | -0.25 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.05 | -0.10 |
Correlation
The correlation between XSHD and BWY.L is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
XSHD vs. BWY.L - Dividend Comparison
XSHD's dividend yield for the trailing twelve months is around 5.68%, more than BWY.L's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF | 5.68% | 6.45% | 7.25% | 7.62% | 6.77% | 3.86% | 5.55% | 4.88% | 5.49% | 4.11% | 0.41% | 0.00% |
BWY.L Bellway plc | 3.69% | 2.55% | 2.17% | 5.45% | 7.34% | 3.52% | 1.69% | 3.95% | 5.69% | 3.42% | 4.36% | 2.72% |
Drawdowns
XSHD vs. BWY.L - Drawdown Comparison
The maximum XSHD drawdown since its inception was -49.53%, smaller than the maximum BWY.L drawdown of -78.33%. Use the drawdown chart below to compare losses from any high point for XSHD and BWY.L.
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Drawdown Indicators
| XSHD | BWY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.53% | -75.91% | +26.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.98% | -39.81% | +26.83% |
Max Drawdown (5Y)Largest decline over 5 years | -36.84% | -54.97% | +18.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.41% | — |
Current DrawdownCurrent decline from peak | -27.55% | -44.80% | +17.25% |
Average DrawdownAverage peak-to-trough decline | -16.20% | -21.39% | +5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 13.83% | -9.14% |
Volatility
XSHD vs. BWY.L - Volatility Comparison
The current volatility for Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) is 4.65%, while Bellway plc (BWY.L) has a volatility of 21.98%. This indicates that XSHD experiences smaller price fluctuations and is considered to be less risky than BWY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSHD | BWY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 21.98% | -17.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.55% | 29.10% | -18.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 36.92% | -18.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.99% | 33.46% | -14.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.38% | 37.44% | -15.06% |