XSVM vs. XSHQ
Compare and contrast key facts about Invesco S&P SmallCap Value with Momentum ETF (XSVM) and Invesco S&P SmallCap Quality ETF (XSHQ).
XSVM and XSHQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSVM is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005. XSHQ is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Quality Index. It was launched on Apr 6, 2017. Both XSVM and XSHQ 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: XSVM or XSHQ.
Correlation
The correlation between XSVM and XSHQ is 0.66, 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
XSVM vs. XSHQ - Performance Comparison
Key characteristics
XSVM:
-0.47
XSHQ:
-0.23
XSVM:
-0.55
XSHQ:
-0.18
XSVM:
0.93
XSHQ:
0.98
XSVM:
-0.44
XSHQ:
-0.20
XSVM:
-1.17
XSHQ:
-0.57
XSVM:
9.76%
XSHQ:
9.58%
XSVM:
24.35%
XSHQ:
23.61%
XSVM:
-62.57%
XSHQ:
-38.33%
XSVM:
-19.90%
XSHQ:
-21.08%
Returns By Period
The year-to-date returns for both stocks are quite close, with XSVM having a -11.20% return and XSHQ slightly lower at -11.58%.
XSVM
-11.20%
-5.97%
-9.52%
-11.08%
19.15%
8.34%
XSHQ
-11.58%
-5.19%
-12.13%
-5.53%
11.60%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XSVM vs. XSHQ - Expense Ratio Comparison
XSVM has a 0.39% expense ratio, which is higher than XSHQ's 0.29% expense ratio.
Risk-Adjusted Performance
XSVM vs. XSHQ — Risk-Adjusted Performance Rank
XSVM
XSHQ
XSVM vs. XSHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Value with Momentum ETF (XSVM) and Invesco S&P SmallCap Quality ETF (XSHQ). 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.
Dividends
XSVM vs. XSHQ - Dividend Comparison
XSVM's dividend yield for the trailing twelve months is around 2.29%, more than XSHQ's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSVM Invesco S&P SmallCap Value with Momentum ETF | 2.29% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.22% | 2.54% | 1.90% | 2.29% | 2.68% | 1.32% |
XSHQ Invesco S&P SmallCap Quality ETF | 1.42% | 1.18% | 1.15% | 2.02% | 1.25% | 1.24% | 1.11% | 1.16% | 0.78% | 0.00% | 0.00% | 0.00% |
Drawdowns
XSVM vs. XSHQ - Drawdown Comparison
The maximum XSVM drawdown since its inception was -62.57%, which is greater than XSHQ's maximum drawdown of -38.33%. Use the drawdown chart below to compare losses from any high point for XSVM and XSHQ. For additional features, visit the drawdowns tool.
Volatility
XSVM vs. XSHQ - Volatility Comparison
Invesco S&P SmallCap Value with Momentum ETF (XSVM) and Invesco S&P SmallCap Quality ETF (XSHQ) have volatilities of 12.89% and 13.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.