XSHQ
+1.40 · +3.29%
$43.84 · BATS

Invesco S&P SmallCap Quality ETF (XSHQ) ETF Analysis | Small Blend

Invesco · USA
AUM:$249.1M
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is XSHQ?

The fund generally will invest at least 90% of its total assets in the securities that comprise the index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC compiles, maintains and calculates the index, which is designed to measure the performance of approximately 120 securities in the S&P SmallCap 600® Index that are of the highest quality, as determined by the index Provider.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XSHQ returned 11.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 21.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$249.1M
Expense Ratio0.29%
Dividend Yield1.43%
Holdings50
Inception DateApr 2017
Domicile–
Distribution–
Index–
ProviderInvesco
Beta1.01
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would XSHQ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.7%
1Y
+10.2%
3Y
+35.8%
5Y
+37.7%
OpenBook InsightIf you had invested £10,000 in XSHQ 5 years ago, it would have grown to £13,766 — a gain of £3,766.

Annual Returns

Calendar year performance

XSHQ delivered positive returns in 4 of the last 5 calendar years.
YearXSHQ
2026 YTD+14.0%
2025+1.3%
2024+8.0%
2023+24.6%
2022-16.1%
CAGR 4yr+3.4%
4/5 positive yearsAvg return: +6.4%Worst year: -16.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
14.2%
Low
Momentum
+1.1%
30-day change
Support Level
48.28
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.