LEAD vs XSHD

Comparison between SIREN DIVCON LEADERS DIVIDEND ETF (LEAD, ETF) and INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF).

5-Year PerformanceLEAD has outperformed XSHD, delivering a return of +12.0% compared to -5.2%

LEAD vs XSHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEAD(ETF)	XSHD(ETF)
Net Assets	$72M	$73M
Expense Ratio	0.43%	0.30%
Max Drawdown	32.19%	54.99%
Sharpe Ratio	1.26	0.41
5Y Beta	0.91	0.61
P/E Ratio	28.19	47.60
Forward P/E	22.89	14.40
PEG Ratio	0.90	N/A
5Y Dividends CAGR	10.80%	-2.96%
5Y EPS CAGR	21.92%	-0.66%
Debt to Equity	50.56%	123.71%
P/S Ratio	3.58	1.06
P/B Ratio	7.15	1.19

Net Assets

LEAD

$72M

Winner

XSHD

$73M

Expense Ratio

LEAD

0.43%

Winner

XSHD

0.30%

Max Drawdown

Winner

LEAD

32.19%

XSHD

54.99%

Sharpe Ratio

Winner

LEAD

1.26

XSHD

0.41

5Y Beta

LEAD

0.91

Winner

XSHD

0.61

P/E Ratio

Winner

LEAD

28.19

XSHD

47.60

Forward P/E

LEAD

22.89

Winner

XSHD

14.40

PEG Ratio

LEAD

0.90

XSHD

N/A

5Y Dividends CAGR

Winner

LEAD

10.80%

XSHD

-2.96%

5Y EPS CAGR

Winner

LEAD

21.92%

XSHD

-0.66%

Debt to Equity

Winner

LEAD

50.56%

XSHD

123.71%

P/S Ratio

LEAD

3.58

Winner

XSHD

1.06

P/B Ratio

LEAD

7.15

Winner

XSHD

1.19

LEAD vs XSHD - Holdings Comparison

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

LEAD's top 25 holdings weight is 61.52%. XSHD's top 25 holdings weight is 65.52%.

Rank	LEAD	XSHD
#1	BROADCOM INC (AVGO) - 5.92%	INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 3.76%
#2	NVIDIA CORP (NVDA) - 4.70%	KINETIK HOLDINGS INC (KNTK) - 3.19%
#3	QUANTA SERVICES INC (PWR) - 4.23%	APPLE HOSPITALITY REIT INC (APLE) - 3.08%
#4	KLA CORP (KLAC) - 3.95%	ARMOUR RESIDENTIAL REIT INC (ARR) - 3.06%
#5	COSTCO WHOLESALE CORP (COST) - 3.64%	CAL-MAINE FOODS INC (CALM) - 3.06%
#6	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.50%	EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.06%
#7	LAM RESEARCH CORP (LRCX) - 2.48%	GLOBAL NET LEASE INC (GNL) - 3.04%
#8	VISA INC CLASS A (V) - 2.44%	ROBERT HALF INC (RHI) - 2.94%
#9	GARMIN LTD (GRMN) - 2.43%	TWO HARBORS INVESTMENT CORP (TWO) - 2.93%
#10	MASTERCARD INC CLASS A (MA) - 2.36%	AMERICAN ASSETS TRUST INC (AAT) - 2.90%
#11	W.W. GRAINGER INC (GWW) - 2.23%	SAUL CENTERS INC (BFS) - 2.65%
#12	HUBBELL INC (HUBB) - 2.20%	KODIAK GAS SERVICES INC (KGS) - 2.58%
#13	AMPHENOL CORP CLASS A (APH) - 2.10%	ADAMAS TRUST INC (ADAM) - 2.58%
#14	CUMMINS INC (CMI) - 2.10%	REDWOOD TRUST INC (RWT) - 2.51%
#15	CINTAS CORP (CTAS) - 2.05%	UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 2.45%
#16	MSCI INC (MSCI) - 1.88%	HIGHWOODS PROPERTIES INC (HIW) - 2.43%
#17	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.81%	FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.35%
#18	n/a (EXPD) - 1.68%	APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.30%
#19	VERISK ANALYTICS INC (VRSK) - 1.61%	ELLINGTON FINANCIAL INC (EFC) - 2.28%
#20	PULTEGROUP INC (PHM) - 1.59%	ARBOR REALTY TRUST INC (ABR) - 2.20%
#21	APPLIED MATERIALS INC (AMAT) - 1.57%	THE WENDY'S CO CLASS A (WEN) - 2.20%
#22	GLOBE LIFE INC (GL) - 1.57%	PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.05%
#23	ELI LILLY AND CO (LLY) - 1.53%	JOHN WILEY & SONS INC CLASS A (WLY) - 2.05%
#24	EATON CORP PLC (ETN) - 1.49%	CLEARWAY ENERGY INC CLASS C (CWEN) - 1.94%
#25	MICROSOFT CORP (MSFT) - 1.46%	UNIVERSAL CORP (UVV) - 1.93%
Total Holdings	75	57

LEAD vs XSHD - Historical Returns

Returns include dividend reinvestment.

Period	LEAD	XSHD
1 month	+1.62%	+0.93%
3 months	+9.30%	+4.60%
6 months	+12.95%	+10.31%
1 year	+24.25%	+8.03%
5 years(CAGR)	+11.99%	-5.23%
10 years(CAGR)	+14.40%	-0.47%
Max(CAGR)	+14.58%	-0.47%

Winner

LEAD

+1.62%

XSHD

+0.93%

Winner

LEAD

+9.30%

XSHD

+4.60%

Winner

LEAD

+12.95%

XSHD

+10.31%

Winner

LEAD

+24.25%

XSHD

+8.03%

5Y(CAGR)

Winner

LEAD

+11.99%

XSHD

-5.23%

10Y(CAGR)

Winner

LEAD

+14.40%

XSHD

-0.47%

Max(CAGR)

Winner

LEAD

+14.58%

XSHD

-0.47%

LEAD vs XSHD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	LEAD	XSHD
2026	+12.82%	+8.93%
2025	+16.02%	-6.54%
2024	+11.75%	-5.55%
2023	+26.94%	+1.20%
2022	-17.72%	-20.40%
2021	+30.97%	+19.69%
2020	+22.36%	-12.82%
2019	+33.88%	+17.43%
2018	-6.70%	-8.26%
2017	+24.42%	+0.84%
2016	+10.40%	+4.92%

LEAD vs XSHD Drawdown Comparison

The maximum drawdown for LEAD was -32.19%, occurring on Mar 23, 2020. Recovery took 75 trading sessions.

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

The current LEAD drawdown is -1.57%. The current XSHD drawdown is -23.54%.

Rank	LEAD	XSHD
#1	-32.19% Feb 20, 2020 - Jun 8, 2020	-49.49% Aug 21, 2018 - Mar 8, 2021
#2	-24.93% Dec 29, 2021 - Dec 12, 2023	-36.84% Jun 9, 2021 - Apr 8, 2025
#3	-20.13% Sep 21, 2018 - Apr 4, 2019	-9.11% Jan 4, 2017 - Nov 20, 2017
#4	-17.86% Nov 8, 2024 - Jun 26, 2025	-8.67% Nov 29, 2017 - May 25, 2018
#5	-9.55% Jan 26, 2018 - Aug 27, 2018	-7.89% Mar 12, 2021 - Jun 1, 2021
#6	-8.66% Apr 23, 2019 - Jul 3, 2019	-2.63% Jul 6, 2018 - Aug 17, 2018
#7	-8.64% Feb 25, 2026 - Apr 13, 2026	-1.43% Dec 9, 2016 - Dec 19, 2016
#8	-7.61% Apr 21, 2016 - Aug 12, 2016	-1.34% Dec 27, 2016 - Jan 4, 2017
#9	-7.37% Mar 28, 2024 - Jul 16, 2024	-1.06% May 30, 2018 - Jun 4, 2018
#10	-7.24% Jul 26, 2019 - Oct 24, 2019	-1.01% Dec 21, 2016 - Dec 27, 2016
#11	-7.14% Sep 2, 2020 - Oct 12, 2020	-0.92% Jun 2, 2021 - Jun 8, 2021
#12	-7.11% Oct 13, 2020 - Nov 5, 2020	-0.84% Jun 21, 2018 - Jul 2, 2018
#13	-6.81% Feb 12, 2021 - Mar 26, 2021	-0.79% May 25, 2018 - May 30, 2018
#14	-6.73% Aug 15, 2016 - Dec 8, 2016	-0.55% Mar 8, 2021 - Mar 10, 2021
#15	-6.33% Jun 8, 2020 - Jul 15, 2020	-0.51% Dec 6, 2016 - Dec 8, 2016

Correlation

Correlation between LEAD and XSHD is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101

Dividend Comparison (2016 - 2026)

LEAD vs XSHD dividend yield comparison.

Year	LEAD	XSHD
2026	0.13%	2.13%
2025	0.70%	6.44%
2024	0.93%	7.25%
2023	1.13%	7.62%
2022	1.27%	6.77%
2021	1.78%	3.86%
2020	0.81%	5.55%
2019	1.32%	4.88%
2018	1.38%	5.49%
2017	0.97%	4.11%
2016	1.38%	0.41%