XSHQ vs CGUI

Comparison between INVESCO S&P SMALLCAP QUALITY ETF (XSHQ, ETF) and CAPITAL GROUP ULTRA SHORT INCOME ETF SHARE CLASS (CGUI, ETF).

XSHQ vs CGUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSHQ(ETF)	CGUI(ETF)
Net Assets	$246M	$246M
Expense Ratio	0.29%	0.18%
Max Drawdown	39.89%	0.79%
Sharpe Ratio	0.67	0.79
5Y Beta	0.96	0.00
P/E Ratio	16.14	N/A
Forward P/E	14.60	N/A
5Y Dividends CAGR	11.48%	N/A
5Y EPS CAGR	19.97%	N/A
Debt to Equity	57.58%	N/A
P/S Ratio	1.80	N/A
P/B Ratio	3.19	N/A

Net Assets

Winner

XSHQ

$246M

CGUI

$246M

Expense Ratio

XSHQ

0.29%

Winner

CGUI

0.18%

Max Drawdown

XSHQ

39.89%

Winner

CGUI

0.79%

Sharpe Ratio

XSHQ

0.67

Winner

CGUI

0.79

5Y Beta

XSHQ

0.96

Winner

CGUI

0.00

P/E Ratio

XSHQ

16.14

CGUI

N/A

Forward P/E

XSHQ

14.60

CGUI

N/A

5Y Dividends CAGR

XSHQ

11.48%

CGUI

N/A

5Y EPS CAGR

XSHQ

19.97%

CGUI

N/A

Debt to Equity

XSHQ

57.58%

CGUI

N/A

P/S Ratio

XSHQ

1.80

CGUI

N/A

P/B Ratio

XSHQ

3.19

CGUI

N/A

XSHQ vs CGUI - Historical Returns

Returns include dividend reinvestment.

Period	XSHQ	CGUI
1 month	-1.33%	+0.33%
3 months	+4.86%	+0.82%
6 months	+7.83%	+1.82%
1 year	+14.62%	+4.31%
5 years(CAGR)	+5.80%	N/A
10 years(CAGR)	+8.37%	N/A
Max(CAGR)	+8.37%	+4.93%

XSHQ

-1.33%

Winner

CGUI

+0.33%

Winner

XSHQ

+4.86%

CGUI

+0.82%

Winner

XSHQ

+7.83%

CGUI

+1.82%

Winner

XSHQ

+14.62%

CGUI

+4.31%

5Y(CAGR)

XSHQ

+5.80%

CGUI

N/A

10Y(CAGR)

XSHQ

+8.37%

CGUI

N/A

Max(CAGR)

Winner

XSHQ

+8.37%

CGUI

+4.93%

XSHQ vs CGUI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	XSHQ	CGUI
2026	+7.20%	+1.46%
2025	+1.23%	+4.94%
2024	+8.03%	+3.03%
2023	+24.98%	N/A
2022	-16.09%	N/A
2021	+25.17%	N/A
2020	+11.66%	N/A
2019	+17.69%	N/A
2018	-6.79%	N/A
2017	+7.17%	N/A

XSHQ vs CGUI Drawdown Comparison

The maximum drawdown for XSHQ was -38.33%, occurring on Mar 23, 2020. Recovery took 567 trading sessions.

The maximum drawdown for CGUI was -0.18%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.

The current XSHQ drawdown is -2.48%. The current CGUI drawdown is -0.06%.

Rank	XSHQ	CGUI
#1	-38.33% Sep 5, 2018 - Dec 4, 2020	-0.18% Mar 10, 2026 - Apr 1, 2026
#2	-27.35% Nov 25, 2024 - Apr 8, 2025	-0.16% Feb 14, 2025 - Feb 25, 2025
#3	-25.46% Nov 16, 2021 - Dec 19, 2023	-0.16% Apr 14, 2026 - Apr 21, 2026
#4	-10.16% Mar 12, 2021 - Nov 1, 2021	-0.14% Jan 28, 2025 - Feb 6, 2025
#5	-9.18% Jul 31, 2024 - Oct 11, 2024	-0.12% Dec 30, 2024 - Jan 15, 2025
#6	-8.04% Jan 22, 2018 - May 16, 2018	-0.12% Apr 4, 2025 - Apr 15, 2025
#7	-6.95% Mar 28, 2024 - Jul 16, 2024	-0.12% Mar 10, 2025 - Mar 20, 2025
#8	-6.29% Dec 27, 2023 - Feb 15, 2024	-0.12% Dec 6, 2024 - Dec 16, 2024
#9	-6.06% Feb 9, 2021 - Mar 10, 2021	-0.12% May 20, 2025 - May 27, 2025
#10	-5.13% Jan 20, 2021 - Feb 4, 2021	-0.12% Jul 9, 2025 - Jul 18, 2025
#11	-5.08% Aug 24, 2017 - Sep 29, 2017	-0.12% May 8, 2026 - May 26, 2026
#12	-4.71% Oct 17, 2024 - Nov 6, 2024	-0.10% May 9, 2025 - May 15, 2025
#13	-4.68% Jun 11, 2018 - Jul 10, 2018	-0.10% Sep 10, 2025 - Sep 17, 2025
#14	-4.30% May 24, 2018 - Jun 11, 2018	-0.08% Aug 5, 2024 - Aug 13, 2024
#15	-4.06% Nov 11, 2024 - Nov 25, 2024	-0.08% Aug 14, 2024 - Aug 16, 2024