XSHD vs MNVT
Comparison between INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF) and MOONVEST ETF (MNVT, ETF).
XSHD vs MNVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSHD
$73M
Winner
MNVT
$73M
Expense Ratio
Winner
XSHD
0.30%
MNVT
0.75%
Max Drawdown
XSHD
54.99%
Winner
MNVT
22.39%
Sharpe Ratio
XSHD
0.70
Winner
MNVT
1.00
5Y Beta
Winner
XSHD
0.59
MNVT
2.45
P/E Ratio
XSHD
67.57
Winner
MNVT
-7.20
Forward P/E
XSHD
15.21
Winner
MNVT
10.99
5Y Dividends CAGR
XSHD
-3.86%
MNVT
N/A
5Y EPS CAGR
XSHD
-1.12%
MNVT
N/A
Debt to Equity
XSHD
137.95%
Winner
MNVT
-7.82%
P/S Ratio
Winner
XSHD
1.11
MNVT
1.18
P/B Ratio
Winner
XSHD
1.24
MNVT
2.38
XSHD vs MNVT - Holdings Comparison
XSHD and MNVT have 1 common holdings. Overlap is -0.14%
XSHD's top 25 holdings weight is 68.50%. MNVT's top 25 holdings weight is 100.00%.
| Rank | XSHD | MNVT |
|---|---|---|
| #1 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 4.18% | CLEANSPARK INC (CLSK) - 7.65% |
| #2 | CAL-MAINE FOODS INC (CALM) - 3.51% | ODDITY TECH LTD CLASS A SHARES (ODD) - 5.99% |
| #3 | APPLE HOSPITALITY REIT INC (APLE) - 3.49% | RED CAT HOLDINGS INC (RCAT) - 5.50% |
| #4 | KINETIK HOLDINGS INC (KNTK) - 3.40% | REDWIRE CORP (RDW) - 5.39% |
| #5 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.34% | PAGAYA TECHNOLOGIES LTD CLASS A (PGY) - 5.18% |
| #6 | ROBERT HALF INC (RHI) - 3.33% | TRANSMEDICS GROUP INC (TMDX) - 5.12% |
| #7 | AMERICAN ASSETS TRUST INC (AAT) - 3.23% | COURSERA INC (COUR) - 4.91% |
| #8 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.09% | DLOCAL LTD CLASS A (DLO) - 4.83% |
| #9 | GLOBAL NET LEASE INC (GNL) - 3.05% | SAREPTA THERAPEUTICS INC (SRPT) - 4.77% |
| #10 | HIGHWOODS PROPERTIES INC (HIW) - 2.94% | SUPER MICRO COMPUTER INC (SMCI) - 4.75% |
| #11 | TWO HARBORS INVESTMENT CORP (TWO) - 2.90% | FLUENCE ENERGY INC CLASS A (FLNC) - 4.62% |
| #12 | SAUL CENTERS INC (BFS) - 2.85% | THE SIMPLY GOOD FOODS CO (SMPL) - 4.52% |
| #13 | THE WENDY'S CO CLASS A (WEN) - 2.67% | CHAGEE HOLDINGS LTD ADR (CHA) - 4.47% |
| #14 | ADAMAS TRUST INC (ADAM) - 2.65% | WIX.COM LTD (WIX) - 4.39% |
| #15 | KODIAK GAS SERVICES INC (KGS) - 2.65% | NUSCALE POWER CORP CLASS A (SMR) - 4.35% |
| #16 | JOHN WILEY & SONS INC CLASS A (WLY) - 2.50% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 4.26% |
| #17 | ELLINGTON FINANCIAL INC (EFC) - 2.30% | WERIDE INC ADR (WRD) - 4.26% |
| #18 | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.30% | IONQ INC (IONQ) - 4.09% |
| #19 | ARBOR REALTY TRUST INC (ABR) - 2.17% | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 3.86% |
| #20 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.16% | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 3.53% |
| #21 | REDWOOD TRUST INC (RWT) - 2.13% | LUCID GROUP INC SHS (LCID) - 3.53% |
| #22 | MANPOWERGROUP INC (MAN) - 1.99% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.06% |
| #23 | PERRIGO CO PLC (PRGO) - 1.98% | US DOLLARS (n/a) - 0.00% |
| #24 | UNIVERSAL CORP (UVV) - 1.87% | OTHER ASSETS AND LIABILITIES (n/a) - -0.03% |
| #25 | TRINITY INDUSTRIES INC (TRN) - 1.82% | N/A |
| Total Holdings | 54 | 24 |
XSHD vs MNVT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSHD
+7.93%
MNVT
-8.03%
3M
Winner
XSHD
+7.29%
MNVT
+4.08%
6M
XSHD
+8.14%
MNVT
N/A
1Y
XSHD
+14.05%
MNVT
N/A
5Y(CAGR)
XSHD
-2.73%
MNVT
N/A
10Y(CAGR)
XSHD
+0.14%
MNVT
N/A
Max(CAGR)
XSHD
+0.14%
Winner
MNVT
+46.61%
XSHD vs MNVT - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | XSHD | MNVT |
|---|---|---|
| 2026 | +15.46% | +13.99% |
| 2025 | -6.54% | N/A |
| 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 MNVT Drawdown Comparison
The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.
The maximum drawdown for MNVT was -22.39%, occurring on Jul 17, 2026. This drawdown has not yet recovered.
The current XSHD drawdown is -18.96%. The current MNVT drawdown is -19.24%.
| Rank | XSHD | MNVT |
|---|---|---|
| #1 | -49.49% Aug 21, 2018 - Mar 8, 2021 | -22.39% Jun 1, 2026 - Jul 17, 2026 |
| #2 | -36.84% Jun 9, 2021 - Apr 8, 2025 | -12.56% Mar 25, 2026 - Apr 14, 2026 |
| #3 | -9.11% Jan 4, 2017 - Nov 20, 2017 | -8.88% May 11, 2026 - May 26, 2026 |
| #4 | -8.67% Nov 29, 2017 - May 25, 2018 | -8.56% Apr 22, 2026 - May 6, 2026 |
| #5 | -7.89% Mar 12, 2021 - Jun 1, 2021 | -4.18% Mar 18, 2026 - Mar 25, 2026 |
| #6 | -2.63% Jul 6, 2018 - Aug 17, 2018 | -1.40% Apr 20, 2026 - Apr 22, 2026 |
| #7 | -1.43% Dec 9, 2016 - Dec 19, 2016 | -0.24% Apr 16, 2026 - Apr 20, 2026 |
| #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 MNVT is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.35
-101
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