XSHQ vs QVMS

Comparison between INVESCO S&P SMALLCAP QUALITY ETF (XSHQ, ETF) and INVESCO S&P SMALLCAP 600 QVM MULTI-FACTOR ETF (QVMS, ETF).

5-Year PerformanceQVMS has outperformed XSHQ, delivering a return of +8.9% compared to +7.4%

XSHQ vs QVMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSHQ(ETF)	QVMS(ETF)
Net Assets	$254M	$254M
Expense Ratio	0.29%	0.15%
Max Drawdown	39.89%	28.57%
Sharpe Ratio	0.80	1.50
5Y Beta	0.95	1.02
P/E Ratio	18.39	34.52
Forward P/E	15.62	15.36
PEG Ratio	0.20	N/A
5Y Dividends CAGR	10.86%	N/A
5Y EPS CAGR	20.82%	8.68%
Debt to Equity	37.63%	71.02%
P/S Ratio	2.05	1.26
P/B Ratio	3.47	2.02

Net Assets

XSHQ

$254M

Winner

QVMS

$254M

Expense Ratio

XSHQ

0.29%

Winner

QVMS

0.15%

Max Drawdown

XSHQ

39.89%

Winner

QVMS

28.57%

Sharpe Ratio

XSHQ

0.80

Winner

QVMS

1.50

5Y Beta

Winner

XSHQ

0.95

QVMS

1.02

P/E Ratio

Winner

XSHQ

18.39

QVMS

34.52

Forward P/E

XSHQ

15.62

Winner

QVMS

15.36

PEG Ratio

XSHQ

0.20

QVMS

N/A

5Y Dividends CAGR

XSHQ

10.86%

QVMS

N/A

5Y EPS CAGR

Winner

XSHQ

20.82%

QVMS

8.68%

Debt to Equity

Winner

XSHQ

37.63%

QVMS

71.02%

P/S Ratio

XSHQ

2.05

Winner

QVMS

1.26

P/B Ratio

XSHQ

3.47

Winner

QVMS

2.02

XSHQ vs QVMS - Holdings Comparison

XSHQ and QVMS have 104 common holdings. Overlap is 18.29%

XSHQ's top 25 holdings weight is 44.13%. QVMS's top 25 holdings weight is 12.61%.

Rank	XSHQ	QVMS
#1	ARGAN INC (AGX) - 3.50%	VIASAT INC (VSAT) - 0.78%
#2	DAVE INC ORDINARY SHARES CLASS A (DAVE) - 2.19%	MOLINA HEALTHCARE INC (MOH) - 0.66%
#3	CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 2.17%	FORMFACTOR INC (FORM) - 0.60%
#4	BRINKER INTERNATIONAL INC (EAT) - 2.15%	ARGAN INC (AGX) - 0.60%
#5	PAYCOM SOFTWARE INC (PAYC) - 2.09%	ELEMENT SOLUTIONS INC (ESI) - 0.59%
#6	MYR GROUP INC (MYRG) - 2.06%	MAXLINEAR INC (MXL) - 0.58%
#7	ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.91%	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.57%
#8	POWELL INDUSTRIES INC (POWL) - 1.91%	KRYSTAL BIOTECH INC (KRYS) - 0.56%
#9	MOELIS & CO CLASS A (MC) - 1.88%	JACKSON FINANCIAL INC (JXN) - 0.53%
#10	LYFT INC CLASS A (LYFT) - 1.82%	EASTMAN CHEMICAL CO (EMN) - 0.51%
#11	EVERUS CONSTRUCTION GROUP INC (ECG) - 1.74%	ESCO TECHNOLOGIES INC (ESE) - 0.51%
#12	PJT PARTNERS INC CLASS A (PJT) - 1.74%	ALKERMES PLC (ALKS) - 0.51%
#13	QORVO INC (QRVO) - 1.65%	JBT MAREL CORP (JBTM) - 0.49%
#14	FRONTDOOR INC (FTDR) - 1.60%	ENPHASE ENERGY INC (ENPH) - 0.49%
#15	SEZZLE INC (SEZL) - 1.58%	CARMAX INC (KMX) - 0.48%
#16	ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.58%	QORVO INC (QRVO) - 0.48%
#17	CORCEPT THERAPEUTICS INC (CORT) - 1.55%	EVERUS CONSTRUCTION GROUP INC (ECG) - 0.48%
#18	KULICKE & SOFFA INDUSTRIES INC (KLIC) - 1.47%	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48%
#19	PLEXUS CORP (PLXS) - 1.42%	RALLIANT CORP (RAL) - 0.47%
#20	CARGURUS INC CLASS A (CARG) - 1.41%	PROTAGONIST THERAPEUTICS INC (PTGX) - 0.47%
#21	n/a (APAM) - 1.38%	FIRST BANCORP (FBP) - 0.41%
#22	INSTALLED BUILDING PRODUCTS INC (IBP) - 1.35%	PIPER SANDLER COS (PIPR) - 0.34%
#23	TERADATA CORP (TDC) - 1.35%	n/a (HASI) - 0.34%
#24	PRIMORIS SERVICES CORP (PRIM) - 1.32%	GRANITE CONSTRUCTION INC (GVA) - 0.34%
#25	MARKETAXESS HOLDINGS INC (MKTX) - 1.31%	LIGAND PHARMACEUTICALS INC (LGND) - 0.34%
Total Holdings	123	494

XSHQ vs QVMS - Historical Returns

Returns include dividend reinvestment.

Period	XSHQ	QVMS
1 month	+1.89%	+1.90%
3 months	+5.68%	+9.17%
6 months	+7.84%	+13.70%
1 year	+18.02%	+33.37%
5 years(CAGR)	+7.42%	+8.86%
10 years(CAGR)	+8.92%	N/A
Max(CAGR)	+8.92%	+8.10%

XSHQ

+1.89%

Winner

QVMS

+1.90%

XSHQ

+5.68%

Winner

QVMS

+9.17%

XSHQ

+7.84%

Winner

QVMS

+13.70%

XSHQ

+18.02%

Winner

QVMS

+33.37%

5Y(CAGR)

XSHQ

+7.42%

Winner

QVMS

+8.86%

10Y(CAGR)

XSHQ

+8.92%

QVMS

N/A

Max(CAGR)

Winner

XSHQ

+8.92%

QVMS

+8.10%

XSHQ vs QVMS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	XSHQ	QVMS
2026	+13.32%	+22.00%
2025	+1.23%	+5.80%
2024	+8.03%	+10.16%
2023	+24.98%	+17.16%
2022	-16.09%	-15.36%
2021	+25.17%	+4.46%
2020	+11.66%	N/A
2019	+17.69%	N/A
2018	-6.79%	N/A
2017	+7.17%	N/A

XSHQ vs QVMS Drawdown Comparison

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

The maximum drawdown for QVMS was -28.05%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.

The current XSHQ drawdown is -0.77%. The current QVMS drawdown is -1.54%.

Rank	XSHQ	QVMS
#1	-38.33% Sep 5, 2018 - Dec 4, 2020	-28.05% Nov 25, 2024 - Jan 8, 2026
#2	-27.35% Nov 25, 2024 - Jun 11, 2026	-24.77% Nov 5, 2021 - Jul 12, 2024
#3	-25.46% Nov 16, 2021 - Dec 19, 2023	-9.12% Jul 31, 2024 - Oct 16, 2024
#4	-10.16% Mar 12, 2021 - Nov 1, 2021	-8.78% Feb 6, 2026 - Apr 14, 2026
#5	-9.18% Jul 31, 2024 - Oct 11, 2024	-7.74% Jul 1, 2021 - Aug 27, 2021
#6	-8.04% Jan 22, 2018 - May 16, 2018	-5.52% Sep 2, 2021 - Oct 20, 2021
#7	-6.95% Mar 28, 2024 - Jul 16, 2024	-4.13% May 6, 2026 - May 26, 2026
#8	-6.29% Dec 27, 2023 - Feb 15, 2024	-4.10% Nov 11, 2024 - Nov 25, 2024
#9	-6.06% Feb 9, 2021 - Mar 10, 2021	-3.76% Oct 16, 2024 - Nov 6, 2024
#10	-5.13% Jan 20, 2021 - Feb 4, 2021	-3.53% Jun 30, 2026 - Jul 8, 2026
#11	-5.08% Aug 24, 2017 - Sep 29, 2017	-2.96% Jul 16, 2024 - Jul 26, 2024
#12	-4.71% Oct 17, 2024 - Nov 6, 2024	-2.78% Oct 25, 2021 - Nov 1, 2021
#13	-4.68% Jun 11, 2018 - Jul 10, 2018	-2.69% Jan 22, 2026 - Feb 6, 2026
#14	-4.30% May 24, 2018 - Jun 11, 2018	-1.92% Jun 12, 2026 - Jun 22, 2026
#15	-4.06% Nov 11, 2024 - Nov 25, 2024	-1.77% Jun 4, 2026 - Jun 11, 2026