PXI vs XSHD
Comparison between INVESCO DORSEY WRIGHT ENERGY MOMENTUM ETF (PXI, ETF) and INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF).
5-Year PerformancePXI has outperformed XSHD, delivering a return of +20.4% compared to -2.7%
PXI vs XSHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PXI
$73M
Winner
XSHD
$73M
Expense Ratio
PXI
0.60%
Winner
XSHD
0.30%
Max Drawdown
PXI
86.17%
Winner
XSHD
54.99%
Sharpe Ratio
Winner
PXI
1.42
XSHD
0.70
5Y Beta
PXI
0.79
Winner
XSHD
0.59
P/E Ratio
Winner
PXI
4.30
XSHD
67.57
Forward P/E
Winner
PXI
13.23
XSHD
15.21
5Y Dividends CAGR
Winner
PXI
31.03%
XSHD
-3.86%
5Y EPS CAGR
PXI
N/A
XSHD
-1.12%
Debt to Equity
Winner
PXI
-110.38%
XSHD
137.95%
P/S Ratio
PXI
1.17
Winner
XSHD
1.11
P/B Ratio
PXI
2.63
Winner
XSHD
1.24
PXI vs XSHD - Holdings Comparison
PXI and XSHD have 3 common holdings. Overlap is 3.88%
PXI's top 25 holdings weight is 72.24%. XSHD's top 25 holdings weight is 68.50%.
| Rank | PXI | XSHD |
|---|---|---|
| #1 | MARATHON PETROLEUM CORP (MPC) - 6.22% | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 4.18% |
| #2 | TARGA RESOURCES CORP (TRGP) - 5.96% | CAL-MAINE FOODS INC (CALM) - 3.51% |
| #3 | CHENIERE ENERGY INC (LNG) - 5.89% | APPLE HOSPITALITY REIT INC (APLE) - 3.49% |
| #4 | VALERO ENERGY CORP (VLO) - 3.81% | KINETIK HOLDINGS INC (KNTK) - 3.40% |
| #5 | PERMIAN RESOURCES CORP CLASS A (PR) - 3.71% | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.34% |
| #6 | HF SINCLAIR CORP (DINO) - 3.67% | ROBERT HALF INC (RHI) - 3.33% |
| #7 | DELEK US HOLDINGS INC REGISTERED SHS STOCK SETTLEMENT (DK) - 3.18% | AMERICAN ASSETS TRUST INC (AAT) - 3.23% |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 2.96% | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.09% |
| #9 | ARCHROCK INC (AROC) - 2.62% | GLOBAL NET LEASE INC (GNL) - 3.05% |
| #10 | CALUMET INC (CLMT) - 2.57% | HIGHWOODS PROPERTIES INC (HIW) - 2.94% |
| #11 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.56% | TWO HARBORS INVESTMENT CORP (TWO) - 2.90% |
| #12 | KODIAK GAS SERVICES INC (KGS) - 2.42% | SAUL CENTERS INC (BFS) - 2.85% |
| #13 | DIAMONDBACK ENERGY INC (FANG) - 2.36% | THE WENDY'S CO CLASS A (WEN) - 2.67% |
| #14 | PAR PACIFIC HOLDINGS INC (PARR) - 2.30% | ADAMAS TRUST INC (ADAM) - 2.65% |
| #15 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.30% | KODIAK GAS SERVICES INC (KGS) - 2.65% |
| #16 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 2.24% | JOHN WILEY & SONS INC CLASS A (WLY) - 2.50% |
| #17 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.11% | ELLINGTON FINANCIAL INC (EFC) - 2.30% |
| #18 | CONOCOPHILLIPS (COP) - 2.01% | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.30% |
| #19 | WILLIAMS COMPANIES INC (WMB) - 2.00% | ARBOR REALTY TRUST INC (ABR) - 2.17% |
| #20 | PROPETRO HOLDING CORP (PUMP) - 1.99% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.16% |
| #21 | CHEVRON CORP (CVX) - 1.92% | REDWOOD TRUST INC (RWT) - 2.13% |
| #22 | PBF ENERGY INC CLASS A (PBF) - 1.88% | MANPOWERGROUP INC (MAN) - 1.99% |
| #23 | PHILLIPS 66 (PSX) - 1.87% | PERRIGO CO PLC (PRGO) - 1.98% |
| #24 | OCEANEERING INTERNATIONAL INC (OII) - 1.86% | UNIVERSAL CORP (UVV) - 1.87% |
| #25 | DEVON ENERGY CORP (DVN) - 1.83% | TRINITY INDUSTRIES INC (TRN) - 1.82% |
| Total Holdings | 50 | 54 |
PXI vs XSHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PXI
+8.68%
XSHD
+7.93%
3M
PXI
+7.25%
Winner
XSHD
+7.29%
6M
Winner
PXI
+22.27%
XSHD
+8.14%
1Y
Winner
PXI
+43.59%
XSHD
+14.05%
5Y(CAGR)
Winner
PXI
+20.35%
XSHD
-2.73%
10Y(CAGR)
Winner
PXI
+6.71%
XSHD
+0.14%
Max(CAGR)
Winner
PXI
+5.69%
XSHD
+0.14%
PXI vs XSHD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PXI | XSHD |
|---|---|---|
| 2026 | +30.13% | +15.46% |
| 2025 | +1.58% | -6.54% |
| 2024 | +0.95% | -5.55% |
| 2023 | +12.13% | +1.20% |
| 2022 | +40.47% | -20.40% |
| 2021 | +73.10% | +19.69% |
| 2020 | -35.87% | -12.82% |
| 2019 | -1.02% | +17.43% |
| 2018 | -28.80% | -8.26% |
| 2017 | -10.74% | +0.84% |
| 2016 | +31.80% | +4.92% |
| 2015 | -24.30% | N/A |
| 2014 | -17.49% | N/A |
| 2013 | +27.56% | N/A |
| 2012 | +10.48% | N/A |
| 2011 | +1.46% | N/A |
| 2010 | +35.56% | N/A |
| 2009 | +33.82% | N/A |
| 2008 | -47.31% | N/A |
| 2007 | +34.57% | N/A |
| 2006 | +8.41% | N/A |
PXI vs XSHD Drawdown Comparison
The maximum drawdown for PXI was -85.08%, occurring on Mar 18, 2020. Recovery took 2939 trading sessions.
The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.
The current PXI drawdown is -2.65%. The current XSHD drawdown is -18.96%.
| Rank | PXI | XSHD |
|---|---|---|
| #1 | -85.08% Jun 23, 2014 - Mar 2, 2026 | -49.49% Aug 21, 2018 - Mar 8, 2021 |
| #2 | -67.83% Jun 23, 2008 - Jul 21, 2011 | -36.84% Jun 9, 2021 - Apr 8, 2025 |
| #3 | -34.17% Jul 22, 2011 - Jan 15, 2013 | -9.11% Jan 4, 2017 - Nov 20, 2017 |
| #4 | -15.20% Jan 3, 2008 - Apr 7, 2008 | -8.67% Nov 29, 2017 - May 25, 2018 |
| #5 | -14.69% Jul 19, 2007 - Oct 15, 2007 | -7.89% Mar 12, 2021 - Jun 1, 2021 |
| #6 | -12.40% May 5, 2026 - Jul 2, 2026 | -2.63% Jul 6, 2018 - Aug 17, 2018 |
| #7 | -12.32% Dec 14, 2006 - Mar 22, 2007 | -1.43% Dec 9, 2016 - Dec 19, 2016 |
| #8 | -10.83% Mar 27, 2026 - May 4, 2026 | -1.34% Dec 27, 2016 - Jan 4, 2017 |
| #9 | -9.45% May 20, 2013 - Oct 11, 2013 | -1.06% May 30, 2018 - Jun 4, 2018 |
| #10 | -9.17% Feb 19, 2013 - May 17, 2013 | -1.01% Dec 21, 2016 - Dec 27, 2016 |
| #11 | -8.32% Nov 6, 2007 - Dec 24, 2007 | -0.92% Jun 2, 2021 - Jun 8, 2021 |
| #12 | -7.42% Dec 31, 2013 - Feb 25, 2014 | -0.84% Jun 21, 2018 - Jul 2, 2018 |
| #13 | -5.71% Apr 21, 2008 - May 6, 2008 | -0.79% May 25, 2018 - May 30, 2018 |
| #14 | -5.23% Oct 15, 2007 - Nov 6, 2007 | -0.55% Mar 8, 2021 - Mar 10, 2021 |
| #15 | -5.15% Apr 23, 2014 - Jun 4, 2014 | -0.51% Dec 6, 2016 - Dec 8, 2016 |
Correlation
Correlation between PXI and XSHD is -0.10 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.10
-101
Dividend Comparison (2006 - 2026)
PXI vs XSHD dividend yield comparison.
| Year | PXI | XSHD |
|---|---|---|
| 2026 | 0.48% | 2.72% |
| 2025 | 1.81% | 6.44% |
| 2024 | 1.52% | 7.25% |
| 2023 | 1.82% | 7.62% |
| 2022 | 3.14% | 6.77% |
| 2021 | 0.57% | 3.86% |
| 2020 | 1.72% | 5.55% |
| 2019 | 2.80% | 4.88% |
| 2018 | 0.92% | 5.49% |
| 2017 | 0.80% | 4.11% |
| 2016 | 0.73% | 0.41% |
| 2015 | 2.07% | 0.00% |
| 2014 | 1.15% | 0.00% |
| 2013 | 0.75% | 0.00% |
| 2012 | 1.33% | 0.00% |
| 2011 | 0.64% | 0.00% |
| 2010 | 0.57% | 0.00% |
| 2009 | 0.85% | 0.00% |
| 2008 | 0.73% | 0.00% |
| 2007 | 0.24% | 0.00% |
| 2006 | 0.09% | 0.00% |
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