Compare · 2 funds side by side · dividends reinvested

QVMS and IWM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,601QVMS · best of the two

02 / 04

QVMS and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 QVM Multi-factor ETFUS Stock Styles · Small cap0.15%1.24%+20.4%+23.2%+19.6%+7.9%−9.7%16.2%$243M1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: QVMS 2021 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $243M$14,601

QVMS

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 42.9% in common

QVMSMeasureIWM

+20.4%Year to dateJan 1 → Nov 4+16.2%

+23.2%1 yearTotal return+16.9%

+19.6%3 years · per year$10,000 became $17,093 · $18,002+21.6%

+7.9%5 years · per year$10,000 became $14,601 · $13,509+6.2%

0.15%Expense ratio$15 · $19 a year on $10k · lower is better0.19%

1.24%Trailing 12-mo yield$124 · $96 a year on $10k0.96%

−9.7%Worst dropSmaller is better−11.1%

16.2%VolatilityLower is calmer18.2%

QVMSIWM Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1QVMS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QVMS vs IWM: Top 5 Holdings

Today

QVMS

3.5%in top 5

IWM

in top 51.9%

QVMSStockIWM

0.9%GKOS0.5%

0.8%PAYCnot top 5

0.6%RHPnot top 5

0.6%VSAT0.3%

0.6%JXNnot top 5

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common42.9%

End-of-day Nov 4, 2026 · share of each fund

QVMS vs IWM Returns, Every Period

InvescoQVMS

+7.9%

5 years, per year

IWMiShares

+6.2%

5 years, per year

QVMSIWMFaded: behind in that period

3–1QVMS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

QVMS vs IWM

YTD

InvescoQVMS

+20.4%

IWMiShares

+16.2%

+20.4%Year to date+16.2%

−9.7%Worst drop · 1Y−11.1%

16.2%Volatility · 1Y18.2%

1.2%Yield1.0%

$243MAssets$75.8B

4–0QVMS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QVMS, IWM

Today

0.15%lowest, QVMS

FundExpense ratioFee$10k

QVMS0.15%$15

IWM0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QVMS, IWM

1.24%highest, QVMS

FundTrailing yieldYield$10k

QVMS1.24%$124

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$109most kept, QVMS

QVMS$124 − $15 = $109

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QVMS, IWM

Today

42.9%most shared, QVMS and IWM

QVMSIWM

QVMS—42.9%

IWM42.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.2%QVMS, at 16.2% volatility

QVMSWorst drop−9.7%16.2% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

QVMSIWM

+20.4%Year to date+16.2%

1.2%Yield1.0%

+23.2%Past year+16.9%

0.15%Fee0.19%

4–0QVMS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026