Compare · 3 funds side by side · dividends reinvested

XSMO, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

XSMO, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.9

Invesco S&P SmallCap Momentum ETFUS Stock Styles · Small cap0.35%0.63%+13.0%+13.7%+22.2%+8.6%−16.0%19.7%$2.8B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XSMO 2005 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Momentum ETF · $2.8B$15,107

XSMO

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

XSMOMeasureIJR

+13.0%Year to dateJan 1 → Nov 3+18.3%

+13.7%1 yearTotal return+21.3%

+22.2%3 years · per year$10,000 became $18,247 · $16,862+19.0%

+8.6%5 years · per year$10,000 became $15,107 · $13,468+6.1%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.63%Trailing 12-mo yield$63 · $121 a year on $10k1.21%

−16.0%Worst dropSmaller is better−9.7%

19.7%VolatilityLower is calmer15.8%

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

2–6IJR wins

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

More Ways to See the Pairs

XSMO vs IJR: Top 5 Holdings

Today

XSMO

15.5%in top 5

IJR

in top 53.1%

XSMOStockIJR

4.3%VSAT0.6%

3.3%VSXYnot top 5

2.9%PTGXnot top 5

2.8%GKOS0.8%

2.1%LGNDnot top 5

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common20.7%

End-of-day Nov 3, 2026 · share of each fund

XSMO vs IJR Returns, Every Period

InvescoXSMO

+8.6%

5 years, per year

IJRiShares

+6.1%

5 years, per year

XSMOIJRFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XSMO vs IJR

YTD

InvescoXSMO

+13.0%

IJRiShares

+18.3%

+13.0%Year to date+18.3%

−16.0%Worst drop · 1Y−9.7%

19.7%Volatility · 1Y15.8%

0.6%Yield1.2%

$2.8BAssets$106B

4–0IJR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XSMO, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

XSMO0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XSMO, IJR, VOO

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

VOO1.07%$107

XSMO0.63%$63

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VOO$107 − $3 = $104

XSMO$63 − $35 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XSMO, IJR, VOO

Today

20.7%most shared, XSMO and IJR

XSMOIJRVOO

XSMO—20.7%0.0%

IJR20.7%—0.0%

VOO0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%IJR, at 15.8% volatility

VOOWorst drop−8.9%12.7% vol

IJRWorst drop−9.7%15.8% vol

XSMOWorst drop−16.0%19.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJRXSMO

+18.3%Year to date+13.0%

1.2%Yield0.6%

+21.3%Past year+13.7%

0.06%Fee0.35%

4–0IJR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026