XSHQ
Invesco S&P SmallCap Quality ETF
📎 Investment Objective
The Invesco S&P SmallCap Quality ETF (XSHQ) seeks to track the investment results of an index composed of high-quality small-capitalization U.S. equities.
Overview
ETF tracking Invesco S&P SmallCap Quality ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Invesco S&P SmallCap Quality ETF (XSHQ) seeks to track the investment results of an index composed of high-quality small-capitalization U.S. equities.
🎯 Investment Strategy
The ETF employs a passive management approach, seeking to track the S&P SmallCap 600 Quality Index. The index is designed to measure the performance of high-quality small-cap stocks based on three fundamental measures: return on equity, accruals ratio, and financial leverage ratio.
✨ Key Features
- Focuses on high-quality small-cap U.S. stocks
- Passive index-tracking strategy
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Exposure to small-cap stocks, which may be more volatile and less liquid than large-cap stocks
- Potential for underperformance compared to the broader small-cap market
- Concentration in a specific investment style (quality) may lead to periods of underperformance
- Limited track record and assets under management
👤 Best For
The Invesco S&P SmallCap Quality ETF may be suitable for investors seeking exposure to high-quality small-cap U.S. equities as part of a diversified portfolio. It may be particularly appealing to investors with a long-term investment horizon who are comfortable with the higher volatility and risk profile of small-cap stocks.