XMHQ vs SCHK
Comparison between INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).
5-Year PerformanceSCHK has outperformed XMHQ, delivering a return of +13.6% compared to +9.4%
XMHQ vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMHQ
$5.20B
Winner
SCHK
$5.30B
Expense Ratio
XMHQ
0.25%
Winner
SCHK
0.03%
Max Drawdown
XMHQ
58.42%
Winner
SCHK
34.80%
Sharpe Ratio
XMHQ
0.75
Winner
SCHK
1.95
5Y Beta
Winner
XMHQ
0.98
SCHK
0.99
P/E Ratio
Winner
XMHQ
20.71
SCHK
28.55
Forward P/E
Winner
XMHQ
17.71
SCHK
21.36
5Y Dividends CAGR
XMHQ
-1.79%
Winner
SCHK
4.88%
5Y EPS CAGR
XMHQ
19.50%
Winner
SCHK
25.23%
Debt to Equity
XMHQ
96.88%
Winner
SCHK
23.20%
P/S Ratio
Winner
XMHQ
2.30
SCHK
3.37
P/B Ratio
Winner
XMHQ
3.99
SCHK
5.14
XMHQ vs SCHK - Holdings Comparison
XMHQ and SCHK have 59 common holdings. Overlap is 0.95%
XMHQ's top 25 holdings weight is 58.02%. SCHK's top 25 holdings weight is 47.44%.
| Rank | XMHQ | SCHK |
|---|---|---|
| #1 | TECHNIPFMC PLC (n/a) - 4.94% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | UNITED THERAPEUTICS CORP (UTHR) - 4.05% | APPLE INC (AAPL) - 6.00% |
| #3 | ILLUMINA INC (ILMN) - 3.65% | MICROSOFT CORP (MSFT) - 4.81% |
| #4 | MEDPACE HOLDINGS INC (MEDP) - 3.17% | AMAZON.COM INC (AMZN) - 3.83% |
| #5 | TWILIO INC CLASS A (TWLO) - 2.76% | ALPHABET INC CLASS A (GOOGL) - 3.07% |
| #6 | ROYAL GOLD INC (RGLD) - 2.74% | BROADCOM INC (AVGO) - 2.86% |
| #7 | CARLISLE COMPANIES INC (CSL) - 2.63% | ALPHABET INC CLASS C (GOOG) - 2.45% |
| #8 | CARPENTER TECHNOLOGY CORP (CRS) - 2.58% | META PLATFORMS INC CLASS A (META) - 2.22% |
| #9 | BWX TECHNOLOGIES INC (BWXT) - 2.39% | TESLA INC (TSLA) - 1.60% |
| #10 | NEXTPOWER INC CLASS A (NXT) - 2.39% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #11 | ALCOA CORP (AA) - 2.28% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #12 | EXELIXIS INC (EXEL) - 2.17% | ELI LILLY AND CO (LLY) - 1.04% |
| #13 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.03% | EXXON MOBIL CORP (XOM) - 0.95% |
| #14 | PENUMBRA INC (PEN) - 2.01% | MICRON TECHNOLOGY INC (MU) - 0.86% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 1.99% | WALMART INC (WMT) - 0.84% |
| #16 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.87% | JOHNSON & JOHNSON (JNJ) - 0.83% |
| #17 | MANHATTAN ASSOCIATES INC (MANH) - 1.80% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #18 | EVERCORE INC CLASS A (EVR) - 1.78% | VISA INC CLASS A (V) - 0.78% |
| #19 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #20 | GRACO INC (GGG) - 1.65% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #21 | TEXAS ROADHOUSE INC (TXRH) - 1.52% | INTEL CORP (INTC) - 0.60% |
| #22 | ELANCO ANIMAL HEALTH INC (ELAN) - 1.52% | NETFLIX INC (NFLX) - 0.59% |
| #23 | CROWN HOLDINGS INC (CCK) - 1.49% | CATERPILLAR INC (CAT) - 0.57% |
| #24 | AECOM (ACM) - 1.49% | ABBVIE INC (ABBV) - 0.53% |
| #25 | FLUOR CORP (FLR) - 1.38% | CHEVRON CORP (CVX) - 0.53% |
| Total Holdings | 82 | 948 |
XMHQ vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
XMHQ
+2.00%
Winner
SCHK
+7.26%
3M
XMHQ
+3.00%
Winner
SCHK
+8.38%
6M
XMHQ
+6.27%
Winner
SCHK
+8.41%
1Y
XMHQ
+11.56%
Winner
SCHK
+27.53%
5Y(CAGR)
XMHQ
+9.40%
Winner
SCHK
+13.59%
10Y(CAGR)
XMHQ
+12.90%
Winner
SCHK
+14.59%
Max(CAGR)
XMHQ
+9.31%
Winner
SCHK
+14.59%
XMHQ vs SCHK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XMHQ | SCHK |
|---|---|---|
| 2026 | +5.36% | +8.12% |
| 2025 | +4.75% | +17.48% |
| 2024 | +17.04% | +25.29% |
| 2023 | +30.69% | +27.16% |
| 2022 | -12.65% | -19.88% |
| 2021 | +22.10% | +27.95% |
| 2020 | +26.00% | +19.71% |
| 2019 | +28.32% | +31.09% |
| 2018 | -9.88% | -5.78% |
| 2017 | +14.95% | +5.07% |
| 2016 | +18.06% | N/A |
| 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 SCHK Drawdown Comparison
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current XMHQ drawdown is -2.26%. The current SCHK drawdown is -0.25%.
| Rank | XMHQ | SCHK |
|---|---|---|
| #1 | -58.19% Jul 13, 2007 - Jan 18, 2013 | -34.80% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -36.89% Feb 19, 2020 - Jul 27, 2020 | -25.43% Dec 27, 2021 - Dec 14, 2023 |
| #3 | -25.47% Nov 16, 2021 - Jul 12, 2023 | -19.63% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -24.56% Nov 25, 2024 - Jan 15, 2026 | -19.20% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -22.38% May 19, 2015 - Jul 22, 2016 | -9.83% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -21.82% Sep 21, 2018 - Jul 24, 2019 | -9.31% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -10.86% Sep 1, 2023 - Dec 13, 2023 | -8.97% Jan 12, 2026 - Apr 14, 2026 |
| #8 | -10.32% Mar 28, 2024 - Oct 18, 2024 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -10.06% Jan 26, 2018 - Jul 9, 2018 | -6.75% May 3, 2019 - Jun 20, 2019 |
| #10 | -9.62% Sep 4, 2014 - Nov 3, 2014 | -6.05% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -9.37% Sep 2, 2020 - Oct 9, 2020 | -5.60% Mar 28, 2024 - May 15, 2024 |
| #12 | -8.72% May 7, 2021 - Oct 21, 2021 | -5.32% Oct 28, 2025 - Dec 10, 2025 |
| #13 | -8.40% Jan 22, 2026 - May 5, 2026 | -5.31% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -7.88% Jul 24, 2019 - Nov 4, 2019 | -5.08% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -6.55% Sep 8, 2016 - Nov 21, 2016 | -4.79% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between XMHQ and SCHK is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
XMHQ vs SCHK dividend yield comparison.
| Year | XMHQ | SCHK |
|---|---|---|
| 2026 | 0.13% | 0.25% |
| 2025 | 0.64% | 1.09% |
| 2024 | 5.20% | 1.20% |
| 2023 | 0.73% | 1.38% |
| 2022 | 1.72% | 1.57% |
| 2021 | 1.00% | 1.17% |
| 2020 | 1.12% | 1.58% |
| 2019 | 1.22% | 1.82% |
| 2018 | 1.59% | 1.80% |
| 2017 | 1.06% | 0.31% |
| 2016 | 1.63% | 0.00% |
| 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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