Compare · 2 funds side by side · dividends reinvested

XSLV and VBR

XSLVInvesco×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

XSLV 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%$35.1B1.3

Invesco S&P SmallCap Low Volatility ETFUS Stock Styles · Small cap0.25%2.34%+15.0%+19.4%+13.9%+4.0%−9.5%13.1%$241M1.8

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: XSLV 2013 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Low Volatility ETF · $241M$12,158

XSLV

VBR

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

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

XSLVMeasureVBR

+15.0%Year to dateJan 1 → Nov 4+19.4%

+19.4%1 yearTotal return+23.4%

+13.9%3 years · per year$10,000 became $14,782 · $17,630+20.8%

+4.0%5 years · per year$10,000 became $12,158 · $15,849+9.6%

0.25%Expense ratio$25 · $5 a year on $10k · lower is better0.05%

2.34%Trailing 12-mo yield$234 · $177 a year on $10k1.77%

−9.5%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.9%

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

2–6VBR wins

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

More Ways to See the Pairs

XSLV vs VBR: Top 5 Holdings

Today

XSLV

6.1%in top 5

VBR

in top 53.3%

XSLVStockVBR

1.4%PECOnot top 5

1.3%LTCnot top 5

1.2%IVTnot top 5

1.1%APLEnot top 5

1.1%AVAnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common5.4%

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

XSLV vs VBR Returns, Every Period

InvescoXSLV

+4.0%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

XSLVVBRFaded: behind in that period

0–4VBR wins

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

XSLV vs VBR

YTD

InvescoXSLV

+15.0%

VBRVanguard

+19.4%

+15.0%Year to date+19.4%

−9.5%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.9%

2.3%Yield1.8%

$241MAssets$35.1B

2–2level

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

Cost, Income and Risk

Fees: XSLV, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

XSLV0.25%$25

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

Yields: XSLV, VBR

2.34%highest, XSLV

FundTrailing yieldYield$10k

XSLV2.34%$234

VBR1.77%$177

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

Income After Fees on $10,000

$209most kept, XSLV

XSLV$234 − $25 = $209

VBR$177 − $5 = $172

KeptFee

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

Overlap: XSLV, VBR

Today

5.4%most shared, XSLV and VBR

XSLVVBR

XSLV—5.4%

VBR5.4%—

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

XSLVWorst drop−9.5%13.1% vol

VBRWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

XSLVVBR

+15.0%Year to date+19.4%

2.3%Yield1.8%

+19.4%Past year+23.4%

0.25%Fee0.05%

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