FDRS vs XSHD
Comparison between FounderLed ETF (FDRS, ETF) and INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF).
FDRS vs XSHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDRS
$77M
XSHD
$77M
Expense Ratio
FDRS
0.49%
Winner
XSHD
0.30%
Max Drawdown
Winner
FDRS
21.64%
XSHD
54.99%
Sharpe Ratio
FDRS
-0.38
Winner
XSHD
0.42
5Y Beta
FDRS
1.71
Winner
XSHD
0.61
P/E Ratio
FDRS
50.52
Winner
XSHD
49.14
Forward P/E
FDRS
21.77
Winner
XSHD
14.35
PEG Ratio
FDRS
0.64
XSHD
N/A
5Y Dividends CAGR
FDRS
N/A
XSHD
-2.96%
5Y EPS CAGR
Winner
FDRS
40.64%
XSHD
-0.61%
Debt to Equity
Winner
FDRS
-3.59%
XSHD
124.67%
P/S Ratio
FDRS
7.80
Winner
XSHD
1.08
P/B Ratio
FDRS
7.43
Winner
XSHD
1.19
FDRS vs XSHD - Holdings Comparison
FDRS and XSHD have 1 common holdings. Overlap is -0.20%
FDRS's top 25 holdings weight is 82.13%. XSHD's top 25 holdings weight is 65.77%.
| Rank | FDRS | XSHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 11.31% | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 3.71% |
| #2 | TESLA INC (TSLA) - 9.80% | KINETIK HOLDINGS INC (KNTK) - 3.44% |
| #3 | META PLATFORMS INC CLASS A (META) - 9.04% | CAL-MAINE FOODS INC (CALM) - 3.13% |
| #4 | ORACLE CORP (ORCL) - 5.94% | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.11% |
| #5 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 5.82% | GLOBAL NET LEASE INC (GNL) - 3.10% |
| #6 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.02% | APPLE HOSPITALITY REIT INC (APLE) - 3.06% |
| #7 | SALESFORCE INC (CRM) - 2.98% | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.01% |
| #8 | BLACKROCK INC (BLK) - 2.87% | TWO HARBORS INVESTMENT CORP (TWO) - 2.97% |
| #9 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.74% | KODIAK GAS SERVICES INC (KGS) - 2.83% |
| #10 | ARISTA NETWORKS INC (ANET) - 2.73% | AMERICAN ASSETS TRUST INC (AAT) - 2.79% |
| #11 | BLACKSTONE INC (BX) - 2.66% | ROBERT HALF INC (RHI) - 2.65% |
| #12 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.61% | ADAMAS TRUST INC (ADAM) - 2.61% |
| #13 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 2.50% | SAUL CENTERS INC (BFS) - 2.59% |
| #14 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.41% | UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 2.54% |
| #15 | CAPITAL ONE FINANCIAL CORP (COF) - 2.12% | REDWOOD TRUST INC (RWT) - 2.49% |
| #16 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.63% | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.40% |
| #17 | ROCKET LAB CORP (RKLB) - 1.49% | HIGHWOODS PROPERTIES INC (HIW) - 2.39% |
| #18 | FORTINET INC (FTNT) - 1.44% | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.31% |
| #19 | DATADOG INC CLASS A (DDOG) - 1.36% | ELLINGTON FINANCIAL INC (EFC) - 2.29% |
| #20 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.34% | THE WENDY'S CO CLASS A (WEN) - 2.25% |
| #21 | CLOUDFLARE INC (NET) - 1.32% | ARBOR REALTY TRUST INC (ABR) - 2.21% |
| #22 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.30% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.04% |
| #23 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.28% | JOHN WILEY & SONS INC CLASS A (WLY) - 1.98% |
| #24 | BLOOM ENERGY CORP CLASS A (BE) - 1.25% | UNIVERSAL CORP (UVV) - 1.95% |
| #25 | CARVANA CO CLASS A (CVNA) - 1.17% | PERRIGO CO PLC (PRGO) - 1.92% |
| Total Holdings | 52 | 57 |
FDRS vs XSHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDRS
+4.35%
XSHD
-1.49%
3M
Winner
FDRS
+6.97%
XSHD
+1.56%
6M
FDRS
-4.90%
Winner
XSHD
+8.87%
1Y
FDRS
N/A
XSHD
+8.89%
5Y(CAGR)
FDRS
N/A
XSHD
-5.00%
10Y(CAGR)
FDRS
N/A
XSHD
-0.60%
Max(CAGR)
FDRS
-11.03%
Winner
XSHD
-0.60%
FDRS vs XSHD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FDRS | XSHD |
|---|---|---|
| 2026 | -2.82% | +7.59% |
| 2025 | -1.10% | -6.54% |
| 2024 | N/A | -5.55% |
| 2023 | N/A | +1.20% |
| 2022 | N/A | -20.40% |
| 2021 | N/A | +19.69% |
| 2020 | N/A | -12.82% |
| 2019 | N/A | +17.43% |
| 2018 | N/A | -8.26% |
| 2017 | N/A | +0.84% |
| 2016 | N/A | +4.92% |
FDRS vs XSHD Drawdown Comparison
The maximum drawdown for FDRS was -21.64%, occurring on Mar 30, 2026. Recovery took 99 trading sessions.
The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.
The current FDRS drawdown is -8.42%. The current XSHD drawdown is -24.48%.
| Rank | FDRS | XSHD |
|---|---|---|
| #1 | -21.64% Jan 6, 2026 - May 29, 2026 | -49.49% Aug 21, 2018 - Mar 8, 2021 |
| #2 | -8.42% Jun 1, 2026 - Jun 5, 2026 | -36.84% Jun 9, 2021 - Apr 8, 2025 |
| #3 | -2.14% Dec 30, 2025 - Jan 6, 2026 | -9.11% Jan 4, 2017 - Nov 20, 2017 |
| #4 | N/A | -8.67% Nov 29, 2017 - May 25, 2018 |
| #5 | N/A | -7.89% Mar 12, 2021 - Jun 1, 2021 |
| #6 | N/A | -2.63% Jul 6, 2018 - Aug 17, 2018 |
| #7 | N/A | -1.43% Dec 9, 2016 - Dec 19, 2016 |
| #8 | N/A | -1.34% Dec 27, 2016 - Jan 4, 2017 |
| #9 | N/A | -1.06% May 30, 2018 - Jun 4, 2018 |
| #10 | N/A | -1.01% Dec 21, 2016 - Dec 27, 2016 |
| #11 | N/A | -0.92% Jun 2, 2021 - Jun 8, 2021 |
| #12 | N/A | -0.84% Jun 21, 2018 - Jul 2, 2018 |
| #13 | N/A | -0.79% May 25, 2018 - May 30, 2018 |
| #14 | N/A | -0.55% Mar 8, 2021 - Mar 10, 2021 |
| #15 | N/A | -0.51% Dec 6, 2016 - Dec 8, 2016 |
Correlation
Correlation between FDRS and XSHD is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
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