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 +10.34% over the past year and +13.83% YTD, with dividends reinvested. Since Dec. 1, 2016, XSHD is down −26.18% in real purchasing-power return, or −3.11%/yr, and is currently −34.64% below its real total-return high on Aug. 21, 2018.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Thu 2016-12-01💬 to Fri 2026-07-17 Overall
Return 		Exponential
Trendline
XSHD × 		−26.18%
−3.11%/yr 		−5.34%/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 2026-07-17 Start
Value 		End
Value
XSHD × 		$10,000.00
2016-12-01 		$7,381.76
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
XSHD × 		+13.83% +10.34%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XSHD × 		−34.64%
on 2026-07-17
from 2018-08-21 peak 		−50.67%
on 2020-04-03
from 2018-08-21 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
XSHD × 		+10.34% −1.01%
−0.51%/yr 		−0.19%
−0.06%/yr 		−27.38%
−6.20%/yr 		—

Annual Returns

Year XSHD
2026 (YTD) +13.83%
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%