Compare · 2 funds side by side · dividends reinvested

XSHQ and VBR

XSHQInvesco×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,143VBR · best of the two

02 / 04

XSHQ and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.0

Invesco S&P SmallCap Quality ETFUS Stock Styles · Small cap0.29%1.22%+8.5%+12.1%+11.5%+5.2%−9.9%16.3%$298M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: XSHQ 2017 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Quality ETF · $298M$12,911

XSHQ

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

XSHQMeasureVBR

+8.5%Year to dateJan 1 → Nov 5+15.9%

+12.1%1 yearTotal return+20.7%

+11.5%3 years · per year$10,000 became $13,875 · $16,965+19.3%

+5.2%5 years · per year$10,000 became $12,911 · $15,143+8.7%

0.29%Expense ratio$29 · $5 a year on $10k · lower is better0.05%

1.22%Trailing 12-mo yield$122 · $183 a year on $10k1.83%

−9.9%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer14.3%

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

0–8VBR wins

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

More Ways to See the Pairs

XSHQ vs VBR: Top 5 Holdings

Today

XSHQ

14.0%in top 5

VBR

in top 53.3%

XSHQStockVBR

4.4%PAYCnot top 5

2.6%YOUnot top 5

2.4%LYFTnot top 5

2.3%AWInot top 5

2.1%DAVEnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common3.4%

End-of-day Nov 5, 2026 · share of each fund

XSHQ vs VBR Returns, Every Period

InvescoXSHQ

+5.2%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

XSHQVBRFaded: behind in that period

0–4VBR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XSHQ vs VBR

YTD

InvescoXSHQ

+8.5%

VBRVanguard

+15.9%

+8.5%Year to date+15.9%

−9.9%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y14.3%

1.2%Yield1.8%

$298MAssets$35.1B

4–0VBR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XSHQ, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

XSHQ0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XSHQ, VBR

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

XSHQ1.22%$122

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

XSHQ$122 − $29 = $93

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XSHQ, VBR

Today

3.4%most shared, XSHQ and VBR

XSHQVBR

XSHQ—3.4%

VBR3.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.7%VBR, at 14.3% volatility

VBRWorst drop−8.9%14.3% vol

XSHQWorst drop−9.9%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VBRXSHQ

+15.9%Year to date+8.5%

1.8%Yield1.2%

+20.7%Past year+12.1%

0.05%Fee0.29%

4–0VBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026