XSHQ vs SEIX

Comparison between INVESCO S&P SMALLCAP QUALITY ETF (XSHQ, ETF) and VIRTUS SEIX SENIOR LOAN ETF (SEIX, ETF).

5-Year PerformanceXSHQ has outperformed SEIX, delivering a return of +6.5% compared to +5.7%

XSHQ vs SEIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSHQ(ETF)	SEIX(ETF)
Net Assets	$253M	$254M
Expense Ratio	0.29%	0.57%
Max Drawdown	39.89%	18.24%
Sharpe Ratio	0.79	1.31
5Y Beta	0.96	0.08
P/E Ratio	16.18	N/A
Forward P/E	14.58	N/A
5Y Dividends CAGR	11.48%	12.87%
5Y EPS CAGR	20.12%	N/A
Debt to Equity	57.57%	N/A
P/S Ratio	1.76	N/A
P/B Ratio	3.17	N/A

Net Assets

XSHQ

$253M

Winner

SEIX

$254M

Expense Ratio

Winner

XSHQ

0.29%

SEIX

0.57%

Max Drawdown

XSHQ

39.89%

Winner

SEIX

18.24%

Sharpe Ratio

XSHQ

0.79

Winner

SEIX

1.31

5Y Beta

XSHQ

0.96

Winner

SEIX

0.08

P/E Ratio

XSHQ

16.18

SEIX

N/A

Forward P/E

XSHQ

14.58

SEIX

N/A

5Y Dividends CAGR

XSHQ

11.48%

Winner

SEIX

12.87%

5Y EPS CAGR

XSHQ

20.12%

SEIX

N/A

Debt to Equity

XSHQ

57.57%

SEIX

N/A

P/S Ratio

XSHQ

1.76

SEIX

N/A

P/B Ratio

XSHQ

3.17

SEIX

N/A

XSHQ vs SEIX - Historical Returns

Returns include dividend reinvestment.

Period	XSHQ	SEIX
1 month	+5.40%	+0.14%
3 months	+12.66%	+2.19%
6 months	+9.15%	+2.54%
1 year	+19.19%	+6.00%
5 years(CAGR)	+6.51%	+5.72%
10 years(CAGR)	+8.78%	N/A
Max(CAGR)	+8.78%	+5.34%

Winner

XSHQ

+5.40%

SEIX

+0.14%

Winner

XSHQ

+12.66%

SEIX

+2.19%

Winner

XSHQ

+9.15%

SEIX

+2.54%

Winner

XSHQ

+19.19%

SEIX

+6.00%

5Y(CAGR)

Winner

XSHQ

+6.51%

SEIX

+5.72%

10Y(CAGR)

XSHQ

+8.78%

SEIX

N/A

Max(CAGR)

Winner

XSHQ

+8.78%

SEIX

+5.34%

XSHQ vs SEIX - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	XSHQ	SEIX
2026	+11.12%	+2.24%
2025	+1.23%	+5.10%
2024	+8.03%	+8.32%
2023	+24.98%	+12.17%
2022	-16.09%	-1.93%
2021	+25.17%	+5.45%
2020	+11.66%	+3.13%
2019	+17.69%	+3.46%
2018	-6.79%	N/A
2017	+7.17%	N/A

XSHQ vs SEIX Drawdown Comparison

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

The maximum drawdown for SEIX was -17.50%, occurring on Mar 24, 2020. Recovery took 190 trading sessions.

The current XSHQ drawdown is -0.02%.

Rank	XSHQ	SEIX
#1	-38.33% Sep 5, 2018 - Dec 4, 2020	-17.50% Jan 21, 2020 - Oct 20, 2020
#2	-27.35% Nov 25, 2024 - Jun 11, 2026	-6.69% Jan 19, 2022 - Jan 30, 2023
#3	-25.46% Nov 16, 2021 - Dec 19, 2023	-3.01% Feb 24, 2025 - May 15, 2025
#4	-10.16% Mar 12, 2021 - Nov 1, 2021	-1.89% Mar 8, 2023 - Apr 17, 2023
#5	-9.18% Jul 31, 2024 - Oct 11, 2024	-1.36% Sep 18, 2019 - Nov 27, 2019
#6	-8.04% Jan 22, 2018 - May 16, 2018	-1.24% Mar 20, 2024 - May 14, 2024
#7	-6.95% Mar 28, 2024 - Jul 16, 2024	-1.13% Jan 16, 2026 - Apr 8, 2026
#8	-6.29% Dec 27, 2023 - Feb 15, 2024	-0.75% May 18, 2023 - Jun 9, 2023
#9	-6.06% Feb 9, 2021 - Mar 10, 2021	-0.63% Feb 14, 2023 - Mar 8, 2023
#10	-5.13% Jan 20, 2021 - Feb 4, 2021	-0.62% Oct 22, 2020 - Nov 6, 2020
#11	-5.08% Aug 24, 2017 - Sep 29, 2017	-0.60% Nov 26, 2021 - Dec 9, 2021
#12	-4.71% Oct 17, 2024 - Nov 6, 2024	-0.58% Dec 1, 2023 - Dec 18, 2023
#13	-4.68% Jun 11, 2018 - Jul 10, 2018	-0.58% Mar 13, 2024 - Mar 20, 2024
#14	-4.30% May 24, 2018 - Jun 11, 2018	-0.55% Oct 3, 2025 - Oct 31, 2025
#15	-4.06% Nov 11, 2024 - Nov 25, 2024	-0.54% Sep 21, 2023 - Oct 10, 2023