XSHQ vs. DUSG
XSHQ (Invesco S&P SmallCap Quality ETF) and DUSG (Dimensional U.S. Small Cap Growth ETF) are both Small Cap Growth Equities funds. XSHQ is passively managed, while DUSG is actively managed. Their correlation of 0.90 suggests significant overlap in exposure. XSHQ charges 0.29%/yr vs 0.32%/yr for DUSG.
Performance
XSHQ vs. DUSG - Performance Comparison
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Returns By Period
XSHQ
- 1D
- 0.32%
- 1M
- 2.55%
- 6M
- 8.72%
- YTD
- 14.75%
- 1Y
- 17.97%
- 3Y*
- 10.45%
- 5Y*
- 7.87%
- 10Y*
- —
DUSG
- 1D
- 0.69%
- 1M
- 0.55%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XSHQ vs. DUSG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
XSHQ Invesco S&P SmallCap Quality ETF | 4.53% |
DUSG Dimensional U.S. Small Cap Growth ETF | 3.37% |
Correlation
The correlation between XSHQ and DUSG is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 6, 2026 | 0.90 |
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Return for Risk
XSHQ vs. DUSG — Risk / Return Rank
XSHQ
DUSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XSHQ vs. DUSG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Quality ETF (XSHQ) and Dimensional U.S. Small Cap Growth ETF (DUSG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XSHQ | DUSG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.18 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | — | — |
| Martin ratioReturn relative to average drawdown | 4.83 | — | — |
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Drawdowns
XSHQ vs. DUSG - Drawdown Comparison
The maximum XSHQ drawdown since its inception was -38.33%, which is greater than DUSG's maximum drawdown of -4.19%. Use the drawdown chart below to compare losses from any high point for XSHQ and DUSG.
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Drawdown Indicators
| XSHQ | DUSG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -4.19% | -34.14% |
Max Drawdown (1Y)Largest decline over 1 year | -10.27% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -27.34% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | — | — |
Current DrawdownCurrent decline from peak | -0.56% | -1.66% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -1.14% | -8.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | — | — |
Volatility
XSHQ vs. DUSG - Volatility Comparison
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Volatility by Period
| XSHQ | DUSG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.96% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 14.63% | +2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.12% | 14.63% | +6.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.04% | 14.63% | +8.41% |
XSHQ vs. DUSG - Expense Ratio Comparison
XSHQ has a 0.29% expense ratio, which is lower than DUSG's 0.32% expense ratio.
Dividends
XSHQ vs. DUSG - Dividend Comparison
XSHQ's dividend yield for the trailing twelve months is around 1.18%, more than DUSG's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DUSG Dimensional U.S. Small Cap Growth ETF | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSHQ Invesco S&P SmallCap Quality ETF | 1.18% | 1.48% | 1.18% | 1.15% | 2.02% | 1.25% | 1.24% | 1.11% | 1.16% | 0.60% |
Frequently Asked Questions
With a correlation of 0.90, XSHQ and DUSG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, XSHQ is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XSHQ is cheaper with a 0.29% expense ratio, compared with 0.32% for DUSG.
XSHQ has the higher dividend yield at 1.18%, compared with 0.14% for DUSG.
They also come from different issuers: Invesco and Dimensional Fund Advisors. Their fees differ too: 0.29% for XSHQ and 0.32% for DUSG.
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