Compare · 2 funds side by side · dividends reinvested

QVMS and VBR

QVMSInvesco×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 04

QVMS and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.1

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%$243M1.9

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

QVMS

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 19.2% in common

QVMSMeasureVBR

+20.4%Year to dateJan 1 → Nov 4+19.4%

+23.2%1 yearTotal return+23.4%

+19.6%3 years · per year$10,000 became $17,093 · $17,630+20.8%

+7.9%5 years · per year$10,000 became $14,601 · $15,849+9.6%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

1.24%Trailing 12-mo yield$124 · $177 a year on $10k1.77%

−9.7%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.9%

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

1–7VBR 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 VBR: Top 5 Holdings

Today

QVMS

3.5%in top 5

VBR

in top 53.3%

QVMSStockVBR

0.9%GKOSnot top 5

not top 5MRNA0.8%

0.8%PAYCnot top 5

not top 5JBL0.7%

not top 5WSM0.6%

0.6%RHPnot top 5

0.6%VSATnot top 5

0.6%JXNnot top 5

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common19.2%

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

QVMS vs VBR Returns, Every Period

InvescoQVMS

+7.9%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

QVMSVBRFaded: behind in that period

1–3VBR wins

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

QVMS vs VBR

YTD

InvescoQVMS

+20.4%

VBRVanguard

+19.4%

+20.4%Year to date+19.4%

−9.7%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.9%

1.2%Yield1.8%

$243MAssets$35.1B

3–1VBR wins

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

Cost, Income and Risk

Fees: QVMS, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

QVMS0.15%$15

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

Yields: QVMS, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

QVMS1.24%$124

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

QVMS$124 − $15 = $109

KeptFee

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

Overlap: QVMS, VBR

Today

19.2%most shared, QVMS and VBR

QVMSVBR

QVMS—19.2%

VBR19.2%—

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

Return vs Bumpiness: 2 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

QVMSWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

VBRQVMS

+19.4%Year to date+20.4%

1.8%Yield1.2%

+23.4%Past year+23.2%

0.05%Fee0.15%

3–1VBR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026