XSHD vs WCBR
Comparison between INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF) and WISDOMTREE CYBERSECURITY FUND (WCBR, ETF).
5-Year PerformanceWCBR has outperformed XSHD, delivering a return of +8.7% compared to -5.0%
XSHD vs WCBR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XSHD
$77M
WCBR
$77M
Expense Ratio
Winner
XSHD
0.30%
WCBR
0.45%
Max Drawdown
XSHD
54.99%
Winner
WCBR
52.47%
Sharpe Ratio
Winner
XSHD
0.42
WCBR
0.27
5Y Beta
Winner
XSHD
0.61
WCBR
1.11
P/E Ratio
XSHD
49.14
Winner
WCBR
-150.97
Forward P/E
Winner
XSHD
14.35
WCBR
32.92
PEG Ratio
XSHD
N/A
WCBR
-1.76
5Y Dividends CAGR
XSHD
-2.96%
WCBR
N/A
5Y EPS CAGR
XSHD
-0.61%
WCBR
N/A
Debt to Equity
XSHD
124.67%
Winner
WCBR
36.86%
P/S Ratio
Winner
XSHD
1.08
WCBR
5.70
P/B Ratio
Winner
XSHD
1.19
WCBR
6.59
XSHD vs WCBR - Holdings Comparison
XSHD and WCBR have 1 common holdings. Overlap is -0.20%
XSHD's top 25 holdings weight is 65.77%. WCBR's top 25 holdings weight is 100.01%.
| Rank | XSHD | WCBR |
|---|---|---|
| #1 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 3.71% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.24% |
| #2 | KINETIK HOLDINGS INC (KNTK) - 3.44% | SENTINELONE INC CLASS A (S) - 6.64% |
| #3 | CAL-MAINE FOODS INC (CALM) - 3.13% | DATADOG INC CLASS A (DDOG) - 6.57% |
| #4 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.11% | ZSCALER INC (ZS) - 5.98% |
| #5 | GLOBAL NET LEASE INC (GNL) - 3.10% | FORTINET INC (FTNT) - 5.89% |
| #6 | APPLE HOSPITALITY REIT INC (APLE) - 3.06% | PALO ALTO NETWORKS INC (PANW) - 5.51% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 3.01% | TENABLE HOLDINGS INC (TENB) - 4.86% |
| #8 | TWO HARBORS INVESTMENT CORP (TWO) - 2.97% | NETSKOPE INC ORDINARY SHARES CLASS A (NTSK) - 4.65% |
| #9 | KODIAK GAS SERVICES INC (KGS) - 2.83% | RUBRIK INC CLASS A SHARES (RBRK) - 4.63% |
| #10 | AMERICAN ASSETS TRUST INC (AAT) - 2.79% | TREND MICRO INC (n/a) - 4.43% |
| #11 | ROBERT HALF INC (RHI) - 2.65% | OKTA INC CLASS A (OKTA) - 4.23% |
| #12 | ADAMAS TRUST INC (ADAM) - 2.61% | F5 INC (FFIV) - 3.97% |
| #13 | SAUL CENTERS INC (BFS) - 2.59% | AKAMAI TECHNOLOGIES INC (AKAM) - 3.90% |
| #14 | UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 2.54% | CLOUDFLARE INC (NET) - 3.79% |
| #15 | REDWOOD TRUST INC (RWT) - 2.49% | COMMVAULT SYSTEMS INC (CVLT) - 3.67% |
| #16 | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.40% | SAILPOINT INC (SAIL) - 3.63% |
| #17 | HIGHWOODS PROPERTIES INC (HIW) - 2.39% | VARONIS SYSTEMS INC (VRNS) - 3.59% |
| #18 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.31% | CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 3.14% |
| #19 | ELLINGTON FINANCIAL INC (EFC) - 2.29% | ELASTIC NV (ESTC) - 3.03% |
| #20 | THE WENDY'S CO CLASS A (WEN) - 2.25% | QUALYS INC (QLYS) - 2.98% |
| #21 | ARBOR REALTY TRUST INC (ABR) - 2.21% | FFRI SECURITY INC (n/a) - 1.99% |
| #22 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.04% | FASTLY INC CLASS A (FSLY) - 1.97% |
| #23 | JOHN WILEY & SONS INC CLASS A (WLY) - 1.98% | RAPID7 INC (RPD) - 1.71% |
| #24 | UNIVERSAL CORP (UVV) - 1.95% | ONESPAN INC (OSPN) - 1.57% |
| #25 | PERRIGO CO PLC (PRGO) - 1.92% | AHNLAB INC (n/a) - 0.44% |
| Total Holdings | 57 | 25 |
XSHD vs WCBR - Historical Returns
Returns include dividend reinvestment.
1M
XSHD
-1.49%
Winner
WCBR
+20.70%
3M
XSHD
+1.56%
Winner
WCBR
+29.65%
6M
XSHD
+8.87%
Winner
WCBR
+15.14%
1Y
Winner
XSHD
+8.89%
WCBR
+6.86%
5Y(CAGR)
XSHD
-5.00%
Winner
WCBR
+8.67%
10Y(CAGR)
XSHD
-0.60%
WCBR
N/A
Max(CAGR)
XSHD
-0.60%
Winner
WCBR
+6.03%
XSHD vs WCBR - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | XSHD | WCBR |
|---|---|---|
| 2026 | +7.59% | +23.17% |
| 2025 | -6.54% | -2.17% |
| 2024 | -5.55% | +14.67% |
| 2023 | +1.20% | +68.18% |
| 2022 | -20.40% | -40.31% |
| 2021 | +19.69% | +6.99% |
| 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 WCBR Drawdown Comparison
The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.
The maximum drawdown for WCBR was -52.25%, occurring on Jan 5, 2023. Recovery took 771 trading sessions.
The current XSHD drawdown is -24.48%. The current WCBR drawdown is -9.38%.
| Rank | XSHD | WCBR |
|---|---|---|
| #1 | -49.49% Aug 21, 2018 - Mar 8, 2021 | -52.25% Nov 9, 2021 - Dec 4, 2024 |
| #2 | -36.84% Jun 9, 2021 - Apr 8, 2025 | -30.27% Feb 13, 2025 - May 22, 2026 |
| #3 | -9.11% Jan 4, 2017 - Nov 20, 2017 | -21.32% Feb 9, 2021 - Aug 5, 2021 |
| #4 | -8.67% Nov 29, 2017 - May 25, 2018 | -12.48% Sep 7, 2021 - Oct 18, 2021 |
| #5 | -7.89% Mar 12, 2021 - Jun 1, 2021 | -9.38% Jun 1, 2026 - Jun 5, 2026 |
| #6 | -2.63% Jul 6, 2018 - Aug 17, 2018 | -8.43% Dec 6, 2024 - Jan 28, 2025 |
| #7 | -1.43% Dec 9, 2016 - Dec 19, 2016 | -4.90% May 26, 2026 - May 29, 2026 |
| #8 | -1.34% Dec 27, 2016 - Jan 4, 2017 | -3.49% Aug 5, 2021 - Aug 24, 2021 |
| #9 | -1.06% May 30, 2018 - Jun 4, 2018 | -2.48% Oct 21, 2021 - Oct 29, 2021 |
| #10 | -1.01% Dec 21, 2016 - Dec 27, 2016 | -2.46% Feb 2, 2021 - Feb 5, 2021 |
| #11 | -0.92% Jun 2, 2021 - Jun 8, 2021 | -2.42% Oct 29, 2021 - Nov 4, 2021 |
| #12 | -0.84% Jun 21, 2018 - Jul 2, 2018 | -1.97% Jan 28, 2025 - Feb 4, 2025 |
| #13 | -0.79% May 25, 2018 - May 30, 2018 | -1.58% Dec 4, 2024 - Dec 6, 2024 |
| #14 | -0.55% Mar 8, 2021 - Mar 10, 2021 | -1.26% Feb 10, 2025 - Feb 13, 2025 |
| #15 | -0.51% Dec 6, 2016 - Dec 8, 2016 | -1.16% Feb 5, 2025 - Feb 7, 2025 |
Correlation
Correlation between XSHD and WCBR is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.19
-101
Dividend Comparison (2016 - 2026)
XSHD vs WCBR dividend yield comparison.
| Year | XSHD | WCBR |
|---|---|---|
| 2026 | 2.16% | 0.00% |
| 2025 | 6.44% | 0.00% |
| 2024 | 7.25% | 0.02% |
| 2023 | 7.62% | 0.00% |
| 2022 | 6.77% | 0.03% |
| 2021 | 3.86% | 0.43% |
| 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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