XSHD
Invesco S&P SmallCap High Dividend Low Volatility ETF
📎 Investment Objective
The Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) seeks to track the investment results of an index that measures the performance of small-capitalization U.S. companies that are both high-yielding and have relatively low volatility.
Overview
ETF tracking Invesco S&P SmallCap High Dividend Low Volatility ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) seeks to track the investment results of an index that measures the performance of small-capitalization U.S. companies that are both high-yielding and have relatively low volatility.
🎯 Investment Strategy
The ETF employs a passive management approach, seeking to track the S&P SmallCap 600 High Dividend Low Volatility Index. The index is designed to provide exposure to small-cap U.S. stocks with high dividend yields and relatively low historical volatility.
✨ Key Features
- Focuses on small-cap U.S. stocks with high dividend yields and low volatility
- Passively tracks the S&P SmallCap 600 High Dividend Low Volatility Index
- Potential for income generation and downside risk mitigation compared to broader small-cap indexes
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Concentration in small-cap stocks, which may be more volatile and less liquid than large-cap stocks
- Potential underperformance compared to the broader small-cap market during periods of strong growth
- Dividend payments are not guaranteed and may be reduced or eliminated
- Tracking error risk, as the fund may not perfectly replicate the performance of the underlying index
👤 Best For
This ETF may be suitable for investors seeking exposure to small-cap U.S. stocks with a focus on high dividend yields and lower volatility. It could be a component of a diversified portfolio, particularly for investors with a moderate risk tolerance and a preference for income generation.