All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

XSHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

XSHD real return snapshot: after CPI-U inflation, XSHD returned +4.79% over the past year and +10.70% YTD, with dividends reinvested. Since Dec. 1, 2016, XSHD is down −28.21% in real purchasing-power return, or −3.34%/yr, and is currently −36.43% below its real total-return high on Aug. 21, 2018.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2016-12-01💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
XSHD × 		−28.21%
−3.34%/yr 		−5.25%/yr
R2=0.653
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-12-01💬 to Fri 2026-09-04 Start
Value 		End
Value
XSHD × 		$10,000.00
2016-12-01 		$7,178.71
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
XSHD × 		+10.70% +4.79%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XSHD × 		−36.43%
on 2026-09-04
from 2018-08-21 peak 		−50.67%
on 2020-04-03
from 2018-08-21 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
XSHD × 		+4.79% −2.09%
−1.05%/yr 		−2.01%
−0.67%/yr 		−31.14%
−7.19%/yr 		—

Annual Returns

Year XSHD
2026 (YTD) +10.70%
2025 −8.83%
2024 −7.91%
2023 −0.33%
2022 −24.37%
2021 +10.53%
2020 −14.71%
2019 +15.28%
2018 −9.58%
2017 −0.58%
2016 +4.89%