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XMHQ · Invesco S&P Midcap Quality ETF

Over the last 15 years (2011-09 to 2026-09), $10,000 invested in XMHQ with dividends reinvested grew to $60,077, 12.62% a year, with a worst peak-to-trough fall of -22.45%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-09 to 2026-09 · dividends reinvested

CAGR (annualized return)
12.62%
Volatility (annualized)
16.36%
Worst drawdown
-22.45%
Sharpe ratio
0.71

How XMHQ held up in past market crashes

XMHQ has been through 4 of the market crashes since 2000 in our data. Its deepest price fall was 57.4% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 4.3 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of XMHQ in each market crash, next to the S&P 500
CrashXMHQ deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2008 financial crisis-57.4%-56.5%Oct 2007 to Nov 20084.3 years
2018 fourth-quarter selloff-22.4%-20.2%Sep 2018 to Dec 20187 months
2020 COVID crash-37.2%-34.1%Feb 2020 to Mar 20204 months
2022 bear market-23.7%-25.4%Jan 2022 to Jun 202213 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About XMHQ

Invesco S&P MidCap Quality ETF is an exchange-traded fund designed to provide exposure to U.S. mid-cap companies selected for stronger quality characteristics. It is based on the S&P MidCap 400 Quality Index and typically holds about 80 stocks drawn from the S&P MidCap 400 Index, using a rules-based process that emphasizes return on equity, accruals, and financial leverage. The fund is passively managed and rebalanced semi-annually, with a portfolio that spans a range of industries across the mid-cap segment. Invesco S&P MidCap Quality ETF serves investors seeking diversified access to companies that combine mid-sized market representation with a quality-focused stock selection approach. As part of the U.S. equity ETF market, it is used as a core building block for broad mid-cap allocation and factor-based portfolio construction.

Put XMHQ to the test

Every tool below opens prefilled with XMHQ: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

XMHQ (Invesco S&P Midcap Quality ETF): returns, risk & backtest · Informed Portfolio