XTWY vs XSHQ

Comparison between BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF (XTWY, ETF) and INVESCO S&P SMALLCAP QUALITY ETF (XSHQ, ETF).

XTWY vs XSHQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XTWY(ETF)	XSHQ(ETF)
Net Assets	$255M	$253M
Expense Ratio	0.13%	0.29%
Max Drawdown	29.60%	39.89%
Sharpe Ratio	0.07	0.79
5Y Beta	0.07	0.96
P/E Ratio	N/A	16.18
Forward P/E	N/A	14.58
5Y Dividends CAGR	N/A	11.48%
5Y EPS CAGR	N/A	20.12%
Debt to Equity	N/A	57.57%
P/S Ratio	N/A	1.76
P/B Ratio	N/A	3.17

Net Assets

Winner

XTWY

$255M

XSHQ

$253M

Expense Ratio

Winner

XTWY

0.13%

XSHQ

0.29%

Max Drawdown

Winner

XTWY

29.60%

XSHQ

39.89%

Sharpe Ratio

XTWY

0.07

Winner

XSHQ

0.79

5Y Beta

Winner

XTWY

0.07

XSHQ

0.96

P/E Ratio

XTWY

N/A

XSHQ

16.18

Forward P/E

XTWY

N/A

XSHQ

14.58

5Y Dividends CAGR

XTWY

N/A

XSHQ

11.48%

5Y EPS CAGR

XTWY

N/A

XSHQ

20.12%

Debt to Equity

XTWY

N/A

XSHQ

57.57%

P/S Ratio

XTWY

N/A

XSHQ

1.76

P/B Ratio

XTWY

N/A

XSHQ

3.17

XTWY vs XSHQ - Historical Returns

Returns include dividend reinvestment.

Period	XTWY	XSHQ
1 month	+3.55%	+5.40%
3 months	-0.60%	+12.66%
6 months	+0.21%	+9.15%
1 year	+4.74%	+19.19%
5 years(CAGR)	N/A	+6.51%
10 years(CAGR)	N/A	+8.78%
Max(CAGR)	-3.63%	+8.78%

XTWY

+3.55%

Winner

XSHQ

+5.40%

XTWY

-0.60%

Winner

XSHQ

+12.66%

XTWY

+0.21%

Winner

XSHQ

+9.15%

XTWY

+4.74%

Winner

XSHQ

+19.19%

5Y(CAGR)

XTWY

N/A

XSHQ

+6.51%

10Y(CAGR)

XTWY

N/A

XSHQ

+8.78%

Max(CAGR)

XTWY

-3.63%

Winner

XSHQ

+8.78%

XTWY vs XSHQ - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	XTWY	XSHQ
2026	+0.26%	+11.12%
2025	+2.58%	+1.23%
2024	-9.47%	+8.03%
2023	+0.81%	+24.98%
2022	-8.03%	-16.09%
2021	N/A	+25.17%
2020	N/A	+11.66%
2019	N/A	+17.69%
2018	N/A	-6.79%
2017	N/A	+7.17%

XTWY vs XSHQ Drawdown Comparison

The maximum drawdown for XTWY was -25.91%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

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

The current XTWY drawdown is -14.83%. The current XSHQ drawdown is -0.02%.

Rank	XTWY	XSHQ
#1	-25.91% Dec 7, 2022 - Oct 19, 2023	-38.33% Sep 5, 2018 - Dec 4, 2020
#2	-16.28% Sep 15, 2022 - Dec 7, 2022	-27.35% Nov 25, 2024 - Jun 11, 2026
#3	N/A	-25.46% Nov 16, 2021 - Dec 19, 2023
#4	N/A	-10.16% Mar 12, 2021 - Nov 1, 2021
#5	N/A	-9.18% Jul 31, 2024 - Oct 11, 2024
#6	N/A	-8.04% Jan 22, 2018 - May 16, 2018
#7	N/A	-6.95% Mar 28, 2024 - Jul 16, 2024
#8	N/A	-6.29% Dec 27, 2023 - Feb 15, 2024
#9	N/A	-6.06% Feb 9, 2021 - Mar 10, 2021
#10	N/A	-5.13% Jan 20, 2021 - Feb 4, 2021
#11	N/A	-5.08% Aug 24, 2017 - Sep 29, 2017
#12	N/A	-4.71% Oct 17, 2024 - Nov 6, 2024
#13	N/A	-4.68% Jun 11, 2018 - Jul 10, 2018
#14	N/A	-4.30% May 24, 2018 - Jun 11, 2018
#15	N/A	-4.06% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between XTWY and XSHQ is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101