XSHD vs FDRS
Comparison between INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF) and FounderLed ETF (FDRS, ETF).
XSHD vs FDRS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSHD
$77M
Winner
FDRS
$77M
Expense Ratio
Winner
XSHD
0.30%
FDRS
0.49%
Max Drawdown
XSHD
54.99%
Winner
FDRS
21.64%
Sharpe Ratio
Winner
XSHD
0.42
FDRS
-0.38
5Y Beta
Winner
XSHD
0.61
FDRS
1.71
P/E Ratio
Winner
XSHD
49.14
FDRS
50.52
Forward P/E
Winner
XSHD
14.35
FDRS
21.77
PEG Ratio
XSHD
N/A
FDRS
0.64
5Y Dividends CAGR
XSHD
-2.96%
FDRS
N/A
5Y EPS CAGR
XSHD
-0.61%
Winner
FDRS
40.64%
Debt to Equity
XSHD
124.67%
Winner
FDRS
-3.59%
P/S Ratio
Winner
XSHD
1.08
FDRS
7.80
P/B Ratio
Winner
XSHD
1.19
FDRS
7.43
XSHD vs FDRS - Holdings Comparison
XSHD and FDRS have 1 common holdings. Overlap is -0.20%
XSHD's top 25 holdings weight is 65.77%. FDRS's top 25 holdings weight is 82.13%.
| Rank | XSHD | FDRS |
|---|---|---|
| #1 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 3.71% | NVIDIA CORP (NVDA) - 11.31% |
| #2 | KINETIK HOLDINGS INC (KNTK) - 3.44% | TESLA INC (TSLA) - 9.80% |
| #3 | CAL-MAINE FOODS INC (CALM) - 3.13% | META PLATFORMS INC CLASS A (META) - 9.04% |
| #4 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.11% | ORACLE CORP (ORCL) - 5.94% |
| #5 | GLOBAL NET LEASE INC (GNL) - 3.10% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 5.82% |
| #6 | APPLE HOSPITALITY REIT INC (APLE) - 3.06% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.02% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.01% | SALESFORCE INC (CRM) - 2.98% |
| #8 | TWO HARBORS INVESTMENT CORP (TWO) - 2.97% | BLACKROCK INC (BLK) - 2.87% |
| #9 | KODIAK GAS SERVICES INC (KGS) - 2.83% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.74% |
| #10 | AMERICAN ASSETS TRUST INC (AAT) - 2.79% | ARISTA NETWORKS INC (ANET) - 2.73% |
| #11 | ROBERT HALF INC (RHI) - 2.65% | BLACKSTONE INC (BX) - 2.66% |
| #12 | ADAMAS TRUST INC (ADAM) - 2.61% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.61% |
| #13 | SAUL CENTERS INC (BFS) - 2.59% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 2.50% |
| #14 | UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 2.54% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.41% |
| #15 | REDWOOD TRUST INC (RWT) - 2.49% | CAPITAL ONE FINANCIAL CORP (COF) - 2.12% |
| #16 | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.40% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.63% |
| #17 | HIGHWOODS PROPERTIES INC (HIW) - 2.39% | ROCKET LAB CORP (RKLB) - 1.49% |
| #18 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.31% | FORTINET INC (FTNT) - 1.44% |
| #19 | ELLINGTON FINANCIAL INC (EFC) - 2.29% | DATADOG INC CLASS A (DDOG) - 1.36% |
| #20 | THE WENDY'S CO CLASS A (WEN) - 2.25% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.34% |
| #21 | ARBOR REALTY TRUST INC (ABR) - 2.21% | CLOUDFLARE INC (NET) - 1.32% |
| #22 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.04% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.30% |
| #23 | JOHN WILEY & SONS INC CLASS A (WLY) - 1.98% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.28% |
| #24 | UNIVERSAL CORP (UVV) - 1.95% | BLOOM ENERGY CORP CLASS A (BE) - 1.25% |
| #25 | PERRIGO CO PLC (PRGO) - 1.92% | CARVANA CO CLASS A (CVNA) - 1.17% |
| Total Holdings | 57 | 52 |
XSHD vs FDRS - Historical Returns
Returns include dividend reinvestment.
1M
XSHD
-1.49%
Winner
FDRS
+4.35%
3M
XSHD
+1.56%
Winner
FDRS
+6.97%
6M
Winner
XSHD
+8.87%
FDRS
-4.90%
1Y
XSHD
+8.89%
FDRS
N/A
5Y(CAGR)
XSHD
-5.00%
FDRS
N/A
10Y(CAGR)
XSHD
-0.60%
FDRS
N/A
Max(CAGR)
Winner
XSHD
-0.60%
FDRS
-11.03%
XSHD vs FDRS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | XSHD | FDRS |
|---|---|---|
| 2026 | +7.59% | -2.82% |
| 2025 | -6.54% | -1.10% |
| 2024 | -5.55% | N/A |
| 2023 | +1.20% | N/A |
| 2022 | -20.40% | N/A |
| 2021 | +19.69% | N/A |
| 2020 | -12.82% | N/A |
| 2019 | +17.43% | N/A |
| 2018 | -8.26% | N/A |
| 2017 | +0.84% | N/A |
| 2016 | +4.92% | N/A |
XSHD vs FDRS Drawdown Comparison
The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.
The maximum drawdown for FDRS was -21.64%, occurring on Mar 30, 2026. Recovery took 99 trading sessions.
The current XSHD drawdown is -24.48%. The current FDRS drawdown is -8.42%.
| Rank | XSHD | FDRS |
|---|---|---|
| #1 | -49.49% Aug 21, 2018 - Mar 8, 2021 | -21.64% Jan 6, 2026 - May 29, 2026 |
| #2 | -36.84% Jun 9, 2021 - Apr 8, 2025 | -8.42% Jun 1, 2026 - Jun 5, 2026 |
| #3 | -9.11% Jan 4, 2017 - Nov 20, 2017 | -2.14% Dec 30, 2025 - Jan 6, 2026 |
| #4 | -8.67% Nov 29, 2017 - May 25, 2018 | N/A |
| #5 | -7.89% Mar 12, 2021 - Jun 1, 2021 | N/A |
| #6 | -2.63% Jul 6, 2018 - Aug 17, 2018 | N/A |
| #7 | -1.43% Dec 9, 2016 - Dec 19, 2016 | N/A |
| #8 | -1.34% Dec 27, 2016 - Jan 4, 2017 | N/A |
| #9 | -1.06% May 30, 2018 - Jun 4, 2018 | N/A |
| #10 | -1.01% Dec 21, 2016 - Dec 27, 2016 | N/A |
| #11 | -0.92% Jun 2, 2021 - Jun 8, 2021 | N/A |
| #12 | -0.84% Jun 21, 2018 - Jul 2, 2018 | N/A |
| #13 | -0.79% May 25, 2018 - May 30, 2018 | N/A |
| #14 | -0.55% Mar 8, 2021 - Mar 10, 2021 | N/A |
| #15 | -0.51% Dec 6, 2016 - Dec 8, 2016 | N/A |
Correlation
Correlation between XSHD and FDRS is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
Select Stocks to Compare
Popular: XSHD vs SPYFDRS vs SPY
More Comparisons
Compare with similar stocks