XSHD vs IBBQ
Comparison between INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF) and INVESCO NASDAQ BIOTECHNOLOGY ETF (IBBQ, ETF).
5-Year PerformanceIBBQ has outperformed XSHD, delivering a return of +5.7% compared to -2.7%
XSHD vs IBBQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XSHD
$73M
IBBQ
$73M
Expense Ratio
XSHD
0.30%
Winner
IBBQ
0.19%
Max Drawdown
XSHD
54.99%
Winner
IBBQ
38.42%
Sharpe Ratio
XSHD
0.70
Winner
IBBQ
1.93
5Y Beta
Winner
XSHD
0.59
IBBQ
0.74
P/E Ratio
XSHD
67.57
Winner
IBBQ
-44.37
Forward P/E
Winner
XSHD
15.21
IBBQ
16.58
5Y Dividends CAGR
XSHD
-3.86%
IBBQ
N/A
5Y EPS CAGR
XSHD
-1.12%
Winner
IBBQ
16.81%
Debt to Equity
XSHD
137.95%
Winner
IBBQ
68.74%
P/S Ratio
Winner
XSHD
1.11
IBBQ
7.10
P/B Ratio
Winner
XSHD
1.24
IBBQ
5.18
XSHD vs IBBQ - Holdings Comparison
XSHD and IBBQ have 1 common holdings. Overlap is -0.14%
XSHD's top 25 holdings weight is 68.50%. IBBQ's top 25 holdings weight is 60.46%.
| Rank | XSHD | IBBQ |
|---|---|---|
| #1 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 4.18% | VERTEX PHARMACEUTICALS INC (VRTX) - 7.87% |
| #2 | CAL-MAINE FOODS INC (CALM) - 3.51% | AMGEN INC (AMGN) - 7.85% |
| #3 | APPLE HOSPITALITY REIT INC (APLE) - 3.49% | GILEAD SCIENCES INC (GILD) - 7.23% |
| #4 | KINETIK HOLDINGS INC (KNTK) - 3.40% | REGENERON PHARMACEUTICALS INC (REGN) - 4.82% |
| #5 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.34% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.76% |
| #6 | ROBERT HALF INC (RHI) - 3.33% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.62% |
| #7 | AMERICAN ASSETS TRUST INC (AAT) - 3.23% | BIOGEN INC (BIIB) - 2.05% |
| #8 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.09% | ILLUMINA INC (ILMN) - 1.99% |
| #9 | GLOBAL NET LEASE INC (GNL) - 3.05% | MODERNA INC (MRNA) - 1.91% |
| #10 | HIGHWOODS PROPERTIES INC (HIW) - 2.94% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.77% |
| #11 | TWO HARBORS INVESTMENT CORP (TWO) - 2.90% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.76% |
| #12 | SAUL CENTERS INC (BFS) - 2.85% | ARGENX SE ADR (ARGX) - 1.68% |
| #13 | THE WENDY'S CO CLASS A (WEN) - 2.67% | INSMED INC (INSM) - 1.68% |
| #14 | ADAMAS TRUST INC (ADAM) - 2.65% | INCYTE CORP (INCY) - 1.62% |
| #15 | KODIAK GAS SERVICES INC (KGS) - 2.65% | UNITED THERAPEUTICS CORP (UTHR) - 1.59% |
| #16 | JOHN WILEY & SONS INC CLASS A (WLY) - 2.50% | GUARDANT HEALTH INC (GH) - 1.52% |
| #17 | ELLINGTON FINANCIAL INC (EFC) - 2.30% | VIATRIS INC (VTRS) - 1.37% |
| #18 | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.30% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.22% |
| #19 | ARBOR REALTY TRUST INC (ABR) - 2.17% | ASCENDIS PHARMA AS (ASND) - 1.16% |
| #20 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.16% | BRIDGEBIO PHARMA INC (BBIO) - 1.14% |
| #21 | REDWOOD TRUST INC (RWT) - 2.13% | MEDPACE HOLDINGS INC (MEDP) - 1.06% |
| #22 | MANPOWERGROUP INC (MAN) - 1.99% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.06% |
| #23 | PERRIGO CO PLC (PRGO) - 1.98% | EXELIXIS INC (EXEL) - 0.98% |
| #24 | UNIVERSAL CORP (UVV) - 1.87% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.89% |
| #25 | TRINITY INDUSTRIES INC (TRN) - 1.82% | AXSOME THERAPEUTICS INC (AXSM) - 0.86% |
| Total Holdings | 54 | 258 |
XSHD vs IBBQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSHD
+7.93%
IBBQ
+6.92%
3M
XSHD
+7.29%
Winner
IBBQ
+8.65%
6M
XSHD
+8.14%
Winner
IBBQ
+10.81%
1Y
XSHD
+14.05%
Winner
IBBQ
+50.50%
5Y(CAGR)
XSHD
-2.73%
Winner
IBBQ
+5.69%
10Y(CAGR)
XSHD
+0.14%
IBBQ
N/A
Max(CAGR)
XSHD
+0.14%
Winner
IBBQ
+5.82%
XSHD vs IBBQ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | XSHD | IBBQ |
|---|---|---|
| 2026 | +15.46% | +15.20% |
| 2025 | -6.54% | +32.76% |
| 2024 | -5.55% | -2.37% |
| 2023 | +1.20% | +5.49% |
| 2022 | -20.40% | -10.89% |
| 2021 | +19.69% | -6.71% |
| 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 IBBQ Drawdown Comparison
The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.
The maximum drawdown for IBBQ was -37.94%, occurring on Jun 13, 2022. Recovery took 1062 trading sessions.
The current XSHD drawdown is -18.96%. The current IBBQ drawdown is -4.65%.
| Rank | XSHD | IBBQ |
|---|---|---|
| #1 | -49.49% Aug 21, 2018 - Mar 8, 2021 | -37.94% Aug 9, 2021 - Oct 30, 2025 |
| #2 | -36.84% Jun 9, 2021 - Apr 8, 2025 | -8.34% Feb 24, 2026 - Apr 14, 2026 |
| #3 | -9.11% Jan 4, 2017 - Nov 20, 2017 | -6.82% Apr 17, 2026 - Jun 22, 2026 |
| #4 | -8.67% Nov 29, 2017 - May 25, 2018 | -6.32% Jul 7, 2026 - Jul 20, 2026 |
| #5 | -7.89% Mar 12, 2021 - Jun 1, 2021 | -4.66% Jul 1, 2021 - Aug 3, 2021 |
| #6 | -2.63% Jul 6, 2018 - Aug 17, 2018 | -3.73% Jan 22, 2026 - Feb 24, 2026 |
| #7 | -1.43% Dec 9, 2016 - Dec 19, 2016 | -3.65% Nov 28, 2025 - Dec 22, 2025 |
| #8 | -1.34% Dec 27, 2016 - Jan 4, 2017 | -3.53% Dec 24, 2025 - Jan 7, 2026 |
| #9 | -1.06% May 30, 2018 - Jun 4, 2018 | -3.00% Jan 7, 2026 - Jan 22, 2026 |
| #10 | -1.01% Dec 21, 2016 - Dec 27, 2016 | -2.38% Jun 11, 2021 - Jun 25, 2021 |
| #11 | -0.92% Jun 2, 2021 - Jun 8, 2021 | -2.06% Oct 31, 2025 - Nov 10, 2025 |
| #12 | -0.84% Jun 21, 2018 - Jul 2, 2018 | -1.85% Nov 18, 2025 - Nov 24, 2025 |
| #13 | -0.79% May 25, 2018 - May 30, 2018 | -1.32% Aug 5, 2021 - Aug 9, 2021 |
| #14 | -0.55% Mar 8, 2021 - Mar 10, 2021 | -0.71% Apr 15, 2026 - Apr 17, 2026 |
| #15 | -0.51% Dec 6, 2016 - Dec 8, 2016 | -0.48% Dec 22, 2025 - Dec 24, 2025 |
Correlation
Correlation between XSHD and IBBQ is -0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.03
-101
Dividend Comparison (2016 - 2026)
XSHD vs IBBQ dividend yield comparison.
| Year | XSHD | IBBQ |
|---|---|---|
| 2026 | 2.72% | 0.22% |
| 2025 | 6.44% | 0.90% |
| 2024 | 7.25% | 1.14% |
| 2023 | 7.62% | 0.81% |
| 2022 | 6.77% | 0.76% |
| 2021 | 3.86% | 0.63% |
| 2020 | 5.55% | 0.00% |
| 2019 | 4.88% | 0.00% |
| 2018 | 5.49% | 0.00% |
| 2017 | 4.11% | 0.00% |
| 2016 | 0.41% | 0.00% |
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