XSHD vs. SPYD
Compare and contrast key facts about Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
XSHD and SPYD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015. Both XSHD and SPYD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSHD or SPYD.
Correlation
The correlation between XSHD and SPYD is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XSHD vs. SPYD - Performance Comparison
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Key characteristics
XSHD:
-0.18
SPYD:
0.63
XSHD:
-0.04
SPYD:
1.03
XSHD:
0.99
SPYD:
1.14
XSHD:
-0.06
SPYD:
0.67
XSHD:
-0.32
SPYD:
2.15
XSHD:
7.08%
SPYD:
5.01%
XSHD:
18.55%
SPYD:
15.56%
XSHD:
-49.52%
SPYD:
-46.42%
XSHD:
-29.68%
SPYD:
-7.42%
Returns By Period
In the year-to-date period, XSHD achieves a -5.50% return, which is significantly lower than SPYD's 0.03% return.
XSHD
-5.50%
8.65%
-10.52%
-3.34%
5.49%
N/A
SPYD
0.03%
5.99%
-5.14%
9.78%
16.50%
N/A
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XSHD vs. SPYD - Expense Ratio Comparison
XSHD has a 0.30% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
XSHD vs. SPYD — Risk-Adjusted Performance Rank
XSHD
SPYD
XSHD vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
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Dividends
XSHD vs. SPYD - Dividend Comparison
XSHD's dividend yield for the trailing twelve months is around 7.56%, more than SPYD's 4.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF | 7.56% | 7.25% | 7.62% | 6.77% | 3.86% | 5.55% | 4.88% | 5.49% | 4.11% | 0.41% | 0.00% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.46% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% |
Drawdowns
XSHD vs. SPYD - Drawdown Comparison
The maximum XSHD drawdown since its inception was -49.52%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for XSHD and SPYD. For additional features, visit the drawdowns tool.
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Volatility
XSHD vs. SPYD - Volatility Comparison
The current volatility for Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) is 4.32%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 4.56%. This indicates that XSHD experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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