XSHQ vs SPUU

Comparison between INVESCO S&P SMALLCAP QUALITY ETF (XSHQ, ETF) and DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF).

5-Year PerformanceSPUU has outperformed XSHQ, delivering a return of +18.3% compared to +7.4%

XSHQ vs SPUU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSHQ(ETF)	SPUU(ETF)
Net Assets	$254M	$255M
Expense Ratio	0.29%	N/A
Max Drawdown	39.89%	59.35%
Sharpe Ratio	0.80	1.20
5Y Beta	0.95	1.93
P/E Ratio	18.39	27.80
Forward P/E	15.62	20.31
PEG Ratio	0.20	N/A
5Y Dividends CAGR	10.86%	-12.38%
5Y EPS CAGR	20.82%	28.68%
Debt to Equity	37.63%	24.20%
P/S Ratio	2.05	3.66
P/B Ratio	3.47	5.45

Net Assets

XSHQ

$254M

Winner

SPUU

$255M

Expense Ratio

XSHQ

0.29%

SPUU

N/A

Max Drawdown

Winner

XSHQ

39.89%

SPUU

59.35%

Sharpe Ratio

XSHQ

0.80

Winner

SPUU

1.20

5Y Beta

Winner

XSHQ

0.95

SPUU

1.93

P/E Ratio

Winner

XSHQ

18.39

SPUU

27.80

Forward P/E

Winner

XSHQ

15.62

SPUU

20.31

PEG Ratio

XSHQ

0.20

SPUU

N/A

5Y Dividends CAGR

Winner

XSHQ

10.86%

SPUU

-12.38%

5Y EPS CAGR

XSHQ

20.82%

Winner

SPUU

28.68%

Debt to Equity

XSHQ

37.63%

Winner

SPUU

24.20%

P/S Ratio

Winner

XSHQ

2.05

SPUU

3.66

P/B Ratio

Winner

XSHQ

3.47

SPUU

5.45

XSHQ vs SPUU - Holdings Comparison

XSHQ and SPUU have 1 common holdings. Overlap is 0.00%

XSHQ's top 25 holdings weight is 44.13%. SPUU's top 25 holdings weight is 61.19%.

Rank	XSHQ	SPUU
#1	ARGAN INC (AGX) - 3.50%	S&P 500 INDEX SWAP (n/a) - 9.60%
#2	DAVE INC ORDINARY SHARES CLASS A (DAVE) - 2.19%	DREYFUS GOVT CASH MAN INS (n/a) - 8.66%
#3	CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 2.17%	NVIDIA CORP (NVDA) - 7.10%
#4	BRINKER INTERNATIONAL INC (EAT) - 2.15%	APPLE INC (AAPL) - 6.40%
#5	PAYCOM SOFTWARE INC (PAYC) - 2.09%	MICROSOFT CORP (MSFT) - 3.96%
#6	MYR GROUP INC (MYRG) - 2.06%	AMAZON.COM INC (AMZN) - 3.35%
#7	ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.91%	ALPHABET INC CLASS A (GOOGL) - 2.92%
#8	POWELL INDUSTRIES INC (POWL) - 1.91%	BROADCOM INC (AVGO) - 2.55%
#9	MOELIS & CO CLASS A (MC) - 1.88%	ALPHABET INC CLASS C (GOOG) - 2.34%
#10	LYFT INC CLASS A (LYFT) - 1.82%	META PLATFORMS INC CLASS A (META) - 2.01%
#11	EVERUS CONSTRUCTION GROUP INC (ECG) - 1.74%	TESLA INC (TSLA) - 1.54%
#12	PJT PARTNERS INC CLASS A (PJT) - 1.74%	MICRON TECHNOLOGY INC (MU) - 1.53%
#13	QORVO INC (QRVO) - 1.65%	JPMORGAN CHASE & CO (JPM) - 1.27%
#14	FRONTDOOR INC (FTDR) - 1.60%	ELI LILLY AND CO (LLY) - 1.26%
#15	SEZZLE INC (SEZL) - 1.58%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25%
#16	ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.58%	ADVANCED MICRO DEVICES INC (AMD) - 1.24%
#17	CORCEPT THERAPEUTICS INC (CORT) - 1.55%	CASH (n/a) - 0.94%
#18	KULICKE & SOFFA INDUSTRIES INC (KLIC) - 1.47%	JOHNSON & JOHNSON (JNJ) - 0.85%
#19	PLEXUS CORP (PLXS) - 1.42%	EXXONMOBIL HOLDINGS CORP (XOM) - 0.83%
#20	CARGURUS INC CLASS A (CARG) - 1.41%	WESTERN DIGITAL CORP (WDC) - 0.27%
#21	n/a (APAM) - 1.38%	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.27%
#22	INSTALLED BUILDING PRODUCTS INC (IBP) - 1.35%	THERMO FISHER SCIENTIFIC INC (TMO) - 0.27%
#23	TERADATA CORP (TDC) - 1.35%	QUALCOMM INC (QCOM) - 0.26%
#24	PRIMORIS SERVICES CORP (PRIM) - 1.32%	ARISTA NETWORKS INC (ANET) - 0.26%
#25	MARKETAXESS HOLDINGS INC (MKTX) - 1.31%	AMERICAN EXPRESS CO (AXP) - 0.26%
Total Holdings	123	470

XSHQ vs SPUU - Historical Returns

Returns include dividend reinvestment.

Period	XSHQ	SPUU
1 month	+1.89%	+0.63%
3 months	+5.68%	+11.92%
6 months	+7.84%	+16.47%
1 year	+18.02%	+35.61%
5 years(CAGR)	+7.42%	+18.28%
10 years(CAGR)	+8.92%	+23.79%
Max(CAGR)	+8.92%	+21.44%

Winner

XSHQ

+1.89%

SPUU

+0.63%

XSHQ

+5.68%

Winner

SPUU

+11.92%

XSHQ

+7.84%

Winner

SPUU

+16.47%

XSHQ

+18.02%

Winner

SPUU

+35.61%

5Y(CAGR)

XSHQ

+7.42%

Winner

SPUU

+18.28%

10Y(CAGR)

XSHQ

+8.92%

Winner

SPUU

+23.79%

Max(CAGR)

XSHQ

+8.92%

Winner

SPUU

+21.44%

XSHQ vs SPUU - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	XSHQ	SPUU
2026	+13.32%	+16.89%
2025	+1.23%	+27.32%
2024	+8.03%	+46.08%
2023	+24.98%	+48.60%
2022	-16.09%	-39.31%
2021	+25.17%	+65.73%
2020	+11.66%	+19.70%
2019	+17.69%	+64.87%
2018	-6.79%	-15.82%
2017	+7.17%	+43.41%
2016	N/A	+25.28%
2015	N/A	-1.08%
2014	N/A	+12.35%

XSHQ vs SPUU Drawdown Comparison

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

The maximum drawdown for SPUU was -59.35%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current XSHQ drawdown is -0.77%. The current SPUU drawdown is -3.23%.

Rank	XSHQ	SPUU
#1	-38.33% Sep 5, 2018 - Dec 4, 2020	-59.35% Feb 19, 2020 - Sep 2, 2020
#2	-27.35% Nov 25, 2024 - Jun 11, 2026	-46.59% Dec 29, 2021 - Feb 22, 2024
#3	-25.46% Nov 16, 2021 - Dec 19, 2023	-36.11% Sep 21, 2018 - Jun 20, 2019
#4	-10.16% Mar 12, 2021 - Nov 1, 2021	-35.18% Feb 19, 2025 - Jul 3, 2025
#5	-9.18% Jul 31, 2024 - Oct 11, 2024	-26.42% May 21, 2015 - Jul 11, 2016
#6	-8.04% Jan 22, 2018 - May 16, 2018	-20.78% Jan 26, 2018 - Aug 27, 2018
#7	-6.95% Mar 28, 2024 - Jul 16, 2024	-18.66% Sep 2, 2020 - Nov 16, 2020
#8	-6.29% Dec 27, 2023 - Feb 15, 2024	-18.19% Jan 12, 2026 - Apr 15, 2026
#9	-6.06% Feb 9, 2021 - Mar 10, 2021	-16.82% Jul 16, 2024 - Sep 19, 2024
#10	-5.13% Jan 20, 2021 - Feb 4, 2021	-14.36% Sep 18, 2014 - Oct 31, 2014
#11	-5.08% Aug 24, 2017 - Sep 29, 2017	-11.81% Jul 26, 2019 - Oct 28, 2019
#12	-4.71% Oct 17, 2024 - Nov 6, 2024	-10.80% Mar 28, 2024 - May 15, 2024
#13	-4.68% Jun 11, 2018 - Jul 10, 2018	-10.22% Oct 29, 2025 - Dec 24, 2025
#14	-4.30% May 24, 2018 - Jun 11, 2018	-10.20% Sep 2, 2021 - Oct 21, 2021
#15	-4.06% Nov 11, 2024 - Nov 25, 2024	-9.48% Dec 3, 2014 - Dec 23, 2014

Correlation

Correlation between XSHQ and SPUU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2015 - 2026)

XSHQ vs SPUU dividend yield comparison.

Year	XSHQ	SPUU
2026	0.40%	0.29%
2025	1.48%	1.63%
2024	1.18%	0.55%
2023	1.15%	0.83%
2022	2.02%	0.88%
2021	1.25%	3.04%
2020	1.24%	8.03%
2019	1.11%	1.80%
2018	1.16%	5.50%
2017	0.60%	6.96%
2016	0.00%	8.08%
2015	0.00%	4.42%