XMHQ vs LVHI
Comparison between INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).
5-Year PerformanceLVHI has outperformed XMHQ, delivering a return of +16.4% compared to +11.2%
XMHQ vs LVHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMHQ
$5.40B
Winner
LVHI
$5.50B
Expense Ratio
Winner
XMHQ
0.25%
LVHI
0.40%
Max Drawdown
XMHQ
58.42%
Winner
LVHI
35.87%
Sharpe Ratio
XMHQ
0.85
Winner
LVHI
2.42
5Y Beta
XMHQ
0.94
Winner
LVHI
0.42
P/E Ratio
XMHQ
20.30
LVHI
N/A
Forward P/E
XMHQ
18.86
LVHI
N/A
PEG Ratio
XMHQ
0.24
LVHI
N/A
5Y Dividends CAGR
XMHQ
-2.82%
Winner
LVHI
10.88%
5Y EPS CAGR
XMHQ
21.38%
LVHI
N/A
Debt to Equity
XMHQ
29.55%
LVHI
N/A
P/S Ratio
XMHQ
2.36
LVHI
N/A
P/B Ratio
XMHQ
4.67
LVHI
N/A
XMHQ vs LVHI - Holdings Comparison
XMHQ and LVHI have 1 common holdings. Overlap is -27.84%
XMHQ's top 25 holdings weight is 57.11%. LVHI's top 25 holdings weight is 139.38%.
| Rank | XMHQ | LVHI |
|---|---|---|
| #1 | ILLUMINA INC (ILMN) - 4.04% | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 95.84% |
| #2 | TECHNIPFMC PLC (n/a) - 3.92% | SHELL PLC (n/a) - 2.54% |
| #3 | EVERPURE INC CLASS A (P) - 3.45% | INTESA SANPAOLO (n/a) - 2.30% |
| #4 | CURTISS-WRIGHT CORP (CW) - 3.26% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.24% |
| #5 | MEDPACE HOLDINGS INC (MEDP) - 3.03% | SUNCOR ENERGY INC (n/a) - 2.23% |
| #6 | NVENT ELECTRIC PLC (NVT) - 2.99% | BANK OF NOVA SCOTIA (n/a) - 2.19% |
| #7 | CARPENTER TECHNOLOGY CORP (CRS) - 2.87% | BHP GROUP LTD (n/a) - 2.17% |
| #8 | EXELIXIS INC (EXEL) - 2.76% | UNILEVER PLC (n/a) - 2.14% |
| #9 | MANHATTAN ASSOCIATES INC (MANH) - 2.68% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.07% |
| #10 | UNITED THERAPEUTICS CORP (UTHR) - 2.46% | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% |
| #11 | CARLISLE COMPANIES INC (CSL) - 2.28% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.03% |
| #12 | NEXTPOWER INC CLASS A (NXT) - 2.15% | NESTLE SA (n/a) - 1.74% |
| #13 | EVERCORE INC CLASS A (EVR) - 2.15% | ALLIANZ SE (n/a) - 1.72% |
| #14 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.89% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.70% |
| #15 | MUELLER INDUSTRIES INC (MLI) - 1.89% | TOTALENERGIES SE (TTE) - 1.69% |
| #16 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.77% | GSK PLC (n/a) - 1.66% |
| #17 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% | MITSUBISHI CORP (n/a) - 1.66% |
| #18 | GRACO INC (GGG) - 1.55% | BNP PARIBAS ACT. CAT.A (n/a) - 1.62% |
| #19 | COGNEX CORP (CGNX) - 1.51% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59% |
| #20 | DOCUSIGN INC (DOCU) - 1.50% | ENEL SPA (n/a) - 1.56% |
| #21 | TEXAS ROADHOUSE INC (TXRH) - 1.50% | DBS GROUP HOLDINGS LTD (n/a) - 1.55% |
| #22 | HECLA MINING CO (HL) - 1.47% | TC ENERGY CORP (TRP) - 1.42% |
| #23 | SEI INVESTMENTS CO (SEIC) - 1.47% | NTT INC (n/a) - 1.28% |
| #24 | NEW YORK TIMES CO CLASS A (NYT) - 1.46% | AXA SA (n/a) - 1.21% |
| #25 | PRIMERICA INC (PRI) - 1.32% | SANOFI SA (n/a) - 1.19% |
| Total Holdings | 82 | 224 |
XMHQ vs LVHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XMHQ
+5.75%
LVHI
+2.19%
3M
Winner
XMHQ
+11.11%
LVHI
+4.86%
6M
Winner
XMHQ
+10.75%
LVHI
+6.95%
1Y
XMHQ
+16.84%
Winner
LVHI
+29.19%
5Y(CAGR)
XMHQ
+11.20%
Winner
LVHI
+16.36%
10Y(CAGR)
Winner
XMHQ
+13.10%
LVHI
+11.78%
Max(CAGR)
XMHQ
+9.67%
Winner
LVHI
+11.65%
XMHQ vs LVHI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XMHQ | LVHI |
|---|---|---|
| 2026 | +15.14% | +17.57% |
| 2025 | +4.75% | +26.94% |
| 2024 | +17.04% | +14.48% |
| 2023 | +30.69% | +15.59% |
| 2022 | -12.65% | +3.08% |
| 2021 | +22.10% | +17.22% |
| 2020 | +26.00% | -9.74% |
| 2019 | +28.32% | +18.02% |
| 2018 | -9.88% | -5.49% |
| 2017 | +14.95% | +10.01% |
| 2016 | +18.06% | +5.46% |
| 2015 | -6.53% | N/A |
| 2014 | +14.01% | N/A |
| 2013 | +33.42% | N/A |
| 2012 | +12.17% | N/A |
| 2011 | -2.26% | N/A |
| 2010 | +19.46% | N/A |
| 2009 | +27.01% | N/A |
| 2008 | -39.28% | N/A |
| 2007 | +5.11% | N/A |
| 2006 | +2.52% | N/A |
XMHQ vs LVHI Drawdown Comparison
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The current XMHQ drawdown is -0.51%. The current LVHI drawdown is -0.09%.
| Rank | XMHQ | LVHI |
|---|---|---|
| #1 | -58.19% Jul 13, 2007 - Jan 18, 2013 | -32.30% Feb 20, 2020 - Jun 8, 2021 |
| #2 | -36.89% Feb 19, 2020 - Jul 27, 2020 | -11.99% Mar 25, 2025 - May 15, 2025 |
| #3 | -25.47% Nov 16, 2021 - Jul 12, 2023 | -11.29% Jun 7, 2022 - Nov 30, 2022 |
| #4 | -24.56% Nov 25, 2024 - Jan 15, 2026 | -9.72% Jan 9, 2018 - Mar 13, 2019 |
| #5 | -22.38% May 19, 2015 - Jul 22, 2016 | -8.11% Feb 9, 2022 - Apr 19, 2022 |
| #6 | -21.82% Sep 21, 2018 - Jul 24, 2019 | -6.39% Jul 22, 2024 - Aug 23, 2024 |
| #7 | -10.86% Sep 1, 2023 - Dec 13, 2023 | -6.09% Jul 3, 2019 - Sep 11, 2019 |
| #8 | -10.32% Mar 28, 2024 - Oct 18, 2024 | -6.07% Feb 27, 2026 - May 20, 2026 |
| #9 | -10.06% Jan 26, 2018 - Jul 9, 2018 | -5.65% Sep 20, 2023 - Nov 17, 2023 |
| #10 | -9.62% Sep 4, 2014 - Nov 3, 2014 | -5.03% Mar 6, 2023 - Apr 10, 2023 |
| #11 | -9.37% Sep 2, 2020 - Oct 9, 2020 | -4.85% Apr 22, 2019 - Jun 20, 2019 |
| #12 | -8.72% May 7, 2021 - Oct 21, 2021 | -4.50% Jul 31, 2023 - Sep 14, 2023 |
| #13 | -8.40% Jan 22, 2026 - May 5, 2026 | -4.48% Aug 16, 2021 - Dec 23, 2021 |
| #14 | -7.88% Jul 24, 2019 - Nov 4, 2019 | -4.33% May 4, 2022 - May 26, 2022 |
| #15 | -6.55% Sep 8, 2016 - Nov 21, 2016 | -4.02% May 10, 2017 - Dec 8, 2017 |
Correlation
Correlation between XMHQ and LVHI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
XMHQ vs LVHI dividend yield comparison.
| Year | XMHQ | LVHI |
|---|---|---|
| 2026 | 0.26% | 1.83% |
| 2025 | 0.64% | 4.92% |
| 2024 | 5.20% | 3.98% |
| 2023 | 0.73% | 8.12% |
| 2022 | 1.72% | 7.74% |
| 2021 | 1.00% | 4.13% |
| 2020 | 1.12% | 3.97% |
| 2019 | 1.22% | 6.67% |
| 2018 | 1.59% | 10.67% |
| 2017 | 1.06% | 3.38% |
| 2016 | 1.63% | 2.02% |
| 2015 | 1.34% | 0.00% |
| 2014 | 1.25% | 0.00% |
| 2013 | 1.11% | 0.00% |
| 2012 | 1.59% | 0.00% |
| 2011 | 1.04% | 0.00% |
| 2010 | 0.85% | 0.00% |
| 2009 | 0.78% | 0.00% |
| 2008 | 0.90% | 0.00% |
| 2007 | 0.50% | 0.00% |
| 2006 | 0.17% | 0.00% |
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