GRW vs XSHD

Comparison between TCW ETF Trust TCW Durable Growth ETF (GRW, ETF) and INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF).

GRW vs XSHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GRW(ETF)	XSHD(ETF)
Net Assets	$72M	$73M
Expense Ratio	0.75%	0.30%
Max Drawdown	7.16%	54.99%
Sharpe Ratio	-2.02	0.41
5Y Beta	0.82	0.61
P/E Ratio	38.13	47.60
Forward P/E	28.60	14.40
PEG Ratio	1.07	N/A
5Y Dividends CAGR	N/A	-2.96%
5Y EPS CAGR	22.93%	-0.66%
Debt to Equity	-29.06%	123.71%
P/S Ratio	3.93	1.06
P/B Ratio	9.32	1.19

Net Assets

GRW

$72M

Winner

XSHD

$73M

Expense Ratio

GRW

0.75%

Winner

XSHD

0.30%

Max Drawdown

Winner

GRW

7.16%

XSHD

54.99%

Sharpe Ratio

GRW

-2.02

Winner

XSHD

0.41

5Y Beta

GRW

0.82

Winner

XSHD

0.61

P/E Ratio

Winner

GRW

38.13

XSHD

47.60

Forward P/E

GRW

28.60

Winner

XSHD

14.40

PEG Ratio

GRW

1.07

XSHD

N/A

5Y Dividends CAGR

GRW

N/A

XSHD

-2.96%

5Y EPS CAGR

Winner

GRW

22.93%

XSHD

-0.66%

Debt to Equity

Winner

GRW

-29.06%

XSHD

123.71%

P/S Ratio

GRW

3.93

Winner

XSHD

1.06

P/B Ratio

GRW

9.32

Winner

XSHD

1.19

GRW vs XSHD - Holdings Comparison

GRW and XSHD have 1 common holdings. Overlap is 0.00%

GRW's top 25 holdings weight is 93.58%. XSHD's top 25 holdings weight is 65.52%.

Rank	GRW	XSHD
#1	BROADCOM INC (AVGO) - 9.22%	INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 3.76%
#2	ALPHABET INC CLASS A (GOOGL) - 8.63%	KINETIK HOLDINGS INC (KNTK) - 3.19%
#3	TRANSDIGM GROUP INC (TDG) - 7.82%	APPLE HOSPITALITY REIT INC (APLE) - 3.08%
#4	GE AEROSPACE (GE) - 6.17%	ARMOUR RESIDENTIAL REIT INC (ARR) - 3.06%
#5	ASML HOLDING NV ADR (ASML) - 4.53%	CAL-MAINE FOODS INC (CALM) - 3.06%
#6	HEICO CORP (HEI) - 4.24%	EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.06%
#7	HILTON WORLDWIDE HOLDINGS INC (HLT) - 4.01%	GLOBAL NET LEASE INC (GNL) - 3.04%
#8	LINDE PLC (LIN) - 3.81%	ROBERT HALF INC (RHI) - 2.94%
#9	O'REILLY AUTOMOTIVE INC (ORLY) - 3.49%	TWO HARBORS INVESTMENT CORP (TWO) - 2.93%
#10	US DOLLARS (n/a) - 3.43%	AMERICAN ASSETS TRUST INC (AAT) - 2.90%
#11	FORGENT POWER SOLUTIONS INC ORDINARY SHARES CLASS A (FPS) - 3.38%	SAUL CENTERS INC (BFS) - 2.65%
#12	MICROSOFT CORP (MSFT) - 3.37%	KODIAK GAS SERVICES INC (KGS) - 2.58%
#13	SAFRAN SA (n/a) - 3.08%	ADAMAS TRUST INC (ADAM) - 2.58%
#14	TRANE TECHNOLOGIES PLC CLASS A (TT) - 2.74%	REDWOOD TRUST INC (RWT) - 2.51%
#15	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.69%	UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 2.45%
#16	CADENCE DESIGN SYSTEMS INC (CDNS) - 2.63%	HIGHWOODS PROPERTIES INC (HIW) - 2.43%
#17	VISA INC CLASS A (V) - 2.52%	FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.35%
#18	MCKESSON CORP (MCK) - 2.46%	APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.30%
#19	RB GLOBAL INC (RBA) - 2.36%	ELLINGTON FINANCIAL INC (EFC) - 2.28%
#20	MASTERCARD INC CLASS A (MA) - 2.34%	ARBOR REALTY TRUST INC (ABR) - 2.20%
#21	AMETEK INC (AME) - 2.31%	THE WENDY'S CO CLASS A (WEN) - 2.20%
#22	EATON CORP PLC (ETN) - 2.25%	PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.05%
#23	FAIR ISAAC CORP (FICO) - 2.17%	JOHN WILEY & SONS INC CLASS A (WLY) - 2.05%
#24	LPL FINANCIAL HOLDINGS INC (LPLA) - 2.15%	CLEARWAY ENERGY INC CLASS C (CWEN) - 1.94%
#25	MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 1.78%	UNIVERSAL CORP (UVV) - 1.93%
Total Holdings	31	57

GRW vs XSHD - Historical Returns

Returns include dividend reinvestment.

Period	GRW	XSHD
1 month	N/A	+0.93%
3 months	N/A	+4.60%
6 months	N/A	+10.31%
1 year	N/A	+8.03%
5 years(CAGR)	N/A	-5.23%
10 years(CAGR)	N/A	-0.47%
Max(CAGR)	-1.56%	-0.47%

GRW

N/A

XSHD

+0.93%

GRW

N/A

XSHD

+4.60%

GRW

N/A

XSHD

+10.31%

GRW

N/A

XSHD

+8.03%

5Y(CAGR)

GRW

N/A

XSHD

-5.23%

10Y(CAGR)

GRW

N/A

XSHD

-0.47%

Max(CAGR)

GRW

-1.56%

Winner

XSHD

-0.47%

GRW vs XSHD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	GRW	XSHD
2026	+0.03%	+8.93%
2025	N/A	-6.54%
2024	+0.73%	-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%

GRW vs XSHD Drawdown Comparison

The maximum drawdown for GRW was -7.16%, occurring on Jun 8, 2026. This drawdown has not yet recovered.

The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.

The current GRW drawdown is -6.35%. The current XSHD drawdown is -23.54%.

Rank	GRW	XSHD
#1	-7.16% May 24, 2024 - Jun 8, 2026	-49.49% Aug 21, 2018 - Mar 8, 2021
#2	-0.70% May 10, 2024 - May 15, 2024	-36.84% Jun 9, 2021 - Apr 8, 2025
#3	-0.65% May 22, 2024 - May 24, 2024	-9.11% Jan 4, 2017 - Nov 20, 2017
#4	-0.11% May 6, 2024 - May 8, 2024	-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 GRW and XSHD is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101