XSHD vs LEAD
Comparison between INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF) and SIREN DIVCON LEADERS DIVIDEND ETF (LEAD, ETF).
5-Year PerformanceLEAD has outperformed XSHD, delivering a return of +12.2% compared to -4.9%
XSHD vs LEAD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XSHD
$73M
LEAD
$72M
Expense Ratio
Winner
XSHD
0.30%
LEAD
0.43%
Max Drawdown
XSHD
54.99%
Winner
LEAD
32.19%
Sharpe Ratio
XSHD
0.38
Winner
LEAD
1.36
5Y Beta
Winner
XSHD
0.61
LEAD
0.91
P/E Ratio
XSHD
51.43
Winner
LEAD
27.42
Forward P/E
Winner
XSHD
14.53
LEAD
23.02
PEG Ratio
XSHD
N/A
LEAD
0.86
5Y Dividends CAGR
XSHD
-2.96%
Winner
LEAD
10.80%
5Y EPS CAGR
XSHD
-1.52%
Winner
LEAD
21.77%
Debt to Equity
XSHD
123.75%
Winner
LEAD
49.99%
P/S Ratio
Winner
XSHD
1.08
LEAD
3.59
P/B Ratio
Winner
XSHD
1.20
LEAD
7.20
XSHD vs LEAD - Holdings Comparison
XSHD and LEAD have 1 common holdings. Overlap is 0.00%
XSHD's top 25 holdings weight is 65.52%. LEAD's top 25 holdings weight is 61.52%.
| Rank | XSHD | LEAD |
|---|---|---|
| #1 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 3.76% | BROADCOM INC (AVGO) - 5.92% |
| #2 | KINETIK HOLDINGS INC (KNTK) - 3.19% | NVIDIA CORP (NVDA) - 4.70% |
| #3 | APPLE HOSPITALITY REIT INC (APLE) - 3.08% | QUANTA SERVICES INC (PWR) - 4.23% |
| #4 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.06% | KLA CORP (KLAC) - 3.95% |
| #5 | CAL-MAINE FOODS INC (CALM) - 3.06% | COSTCO WHOLESALE CORP (COST) - 3.64% |
| #6 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.06% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.50% |
| #7 | GLOBAL NET LEASE INC (GNL) - 3.04% | LAM RESEARCH CORP (LRCX) - 2.48% |
| #8 | ROBERT HALF INC (RHI) - 2.94% | VISA INC CLASS A (V) - 2.44% |
| #9 | TWO HARBORS INVESTMENT CORP (TWO) - 2.93% | GARMIN LTD (GRMN) - 2.43% |
| #10 | AMERICAN ASSETS TRUST INC (AAT) - 2.90% | MASTERCARD INC CLASS A (MA) - 2.36% |
| #11 | SAUL CENTERS INC (BFS) - 2.65% | W.W. GRAINGER INC (GWW) - 2.23% |
| #12 | KODIAK GAS SERVICES INC (KGS) - 2.58% | HUBBELL INC (HUBB) - 2.20% |
| #13 | ADAMAS TRUST INC (ADAM) - 2.58% | AMPHENOL CORP CLASS A (APH) - 2.10% |
| #14 | REDWOOD TRUST INC (RWT) - 2.51% | CUMMINS INC (CMI) - 2.10% |
| #15 | UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 2.45% | CINTAS CORP (CTAS) - 2.05% |
| #16 | HIGHWOODS PROPERTIES INC (HIW) - 2.43% | MSCI INC (MSCI) - 1.88% |
| #17 | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.35% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.81% |
| #18 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.30% | n/a (EXPD) - 1.68% |
| #19 | ELLINGTON FINANCIAL INC (EFC) - 2.28% | VERISK ANALYTICS INC (VRSK) - 1.61% |
| #20 | ARBOR REALTY TRUST INC (ABR) - 2.20% | PULTEGROUP INC (PHM) - 1.59% |
| #21 | THE WENDY'S CO CLASS A (WEN) - 2.20% | APPLIED MATERIALS INC (AMAT) - 1.57% |
| #22 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.05% | GLOBE LIFE INC (GL) - 1.57% |
| #23 | JOHN WILEY & SONS INC CLASS A (WLY) - 2.05% | ELI LILLY AND CO (LLY) - 1.53% |
| #24 | CLEARWAY ENERGY INC CLASS C (CWEN) - 1.94% | EATON CORP PLC (ETN) - 1.49% |
| #25 | UNIVERSAL CORP (UVV) - 1.93% | MICROSOFT CORP (MSFT) - 1.46% |
| Total Holdings | 57 | 75 |
XSHD vs LEAD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSHD
+3.61%
LEAD
+3.60%
3M
XSHD
+7.98%
Winner
LEAD
+14.16%
6M
XSHD
+8.97%
Winner
LEAD
+15.19%
1Y
XSHD
+8.53%
Winner
LEAD
+25.68%
5Y(CAGR)
XSHD
-4.91%
Winner
LEAD
+12.24%
10Y(CAGR)
XSHD
-0.36%
Winner
LEAD
+14.84%
Max(CAGR)
XSHD
-0.36%
Winner
LEAD
+14.78%
XSHD vs LEAD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | XSHD | LEAD |
|---|---|---|
| 2026 | +10.13% | +15.05% |
| 2025 | -6.54% | +16.02% |
| 2024 | -5.55% | +11.75% |
| 2023 | +1.20% | +26.94% |
| 2022 | -20.40% | -17.72% |
| 2021 | +19.69% | +30.97% |
| 2020 | -12.82% | +22.36% |
| 2019 | +17.43% | +33.88% |
| 2018 | -8.26% | -6.70% |
| 2017 | +0.84% | +24.42% |
| 2016 | +4.92% | +10.40% |
XSHD vs LEAD Drawdown Comparison
The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.
The maximum drawdown for LEAD was -32.19%, occurring on Mar 23, 2020. Recovery took 75 trading sessions.
The current XSHD drawdown is -22.70%.
| Rank | XSHD | LEAD |
|---|---|---|
| #1 | -49.49% Aug 21, 2018 - Mar 8, 2021 | -32.19% Feb 20, 2020 - Jun 8, 2020 |
| #2 | -36.84% Jun 9, 2021 - Apr 8, 2025 | -24.93% Dec 29, 2021 - Dec 12, 2023 |
| #3 | -9.11% Jan 4, 2017 - Nov 20, 2017 | -20.13% Sep 21, 2018 - Apr 4, 2019 |
| #4 | -8.67% Nov 29, 2017 - May 25, 2018 | -17.86% Nov 8, 2024 - Jun 26, 2025 |
| #5 | -7.89% Mar 12, 2021 - Jun 1, 2021 | -9.55% Jan 26, 2018 - Aug 27, 2018 |
| #6 | -2.63% Jul 6, 2018 - Aug 17, 2018 | -8.66% Apr 23, 2019 - Jul 3, 2019 |
| #7 | -1.43% Dec 9, 2016 - Dec 19, 2016 | -8.64% Feb 25, 2026 - Apr 13, 2026 |
| #8 | -1.34% Dec 27, 2016 - Jan 4, 2017 | -7.61% Apr 21, 2016 - Aug 12, 2016 |
| #9 | -1.06% May 30, 2018 - Jun 4, 2018 | -7.37% Mar 28, 2024 - Jul 16, 2024 |
| #10 | -1.01% Dec 21, 2016 - Dec 27, 2016 | -7.24% Jul 26, 2019 - Oct 24, 2019 |
| #11 | -0.92% Jun 2, 2021 - Jun 8, 2021 | -7.14% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -0.84% Jun 21, 2018 - Jul 2, 2018 | -7.11% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -0.79% May 25, 2018 - May 30, 2018 | -6.81% Feb 12, 2021 - Mar 26, 2021 |
| #14 | -0.55% Mar 8, 2021 - Mar 10, 2021 | -6.73% Aug 15, 2016 - Dec 8, 2016 |
| #15 | -0.51% Dec 6, 2016 - Dec 8, 2016 | -6.33% Jun 8, 2020 - Jul 15, 2020 |
Correlation
Correlation between XSHD and LEAD is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.34
-101
Dividend Comparison (2016 - 2026)
XSHD vs LEAD dividend yield comparison.
| Year | XSHD | LEAD |
|---|---|---|
| 2026 | 2.11% | 0.13% |
| 2025 | 6.44% | 0.70% |
| 2024 | 7.25% | 0.93% |
| 2023 | 7.62% | 1.13% |
| 2022 | 6.77% | 1.27% |
| 2021 | 3.86% | 1.78% |
| 2020 | 5.55% | 0.81% |
| 2019 | 4.88% | 1.32% |
| 2018 | 5.49% | 1.38% |
| 2017 | 4.11% | 0.97% |
| 2016 | 0.41% | 1.38% |
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