Compare · 2 funds side by side · dividends reinvested

XSMO and IWM

XSMOInvesco×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,318XSMO · best of the two

02 / 04

XSMO and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.3

Invesco S&P SmallCap Momentum ETFUS Stock Styles · Small cap0.35%0.64%+12.1%+12.4%+21.8%+8.9%−16.0%19.7%$2.8B1.8

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: XSMO 2005 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Momentum ETF · $2.8B$15,318

XSMO

IWM

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

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

XSMOMeasureIWM

+12.1%Year to dateJan 1 → Nov 4+16.2%

+12.4%1 yearTotal return+16.9%

+21.8%3 years · per year$10,000 became $18,047 · $18,002+21.6%

+8.9%5 years · per year$10,000 became $15,318 · $13,509+6.2%

0.35%Expense ratio$35 · $19 a year on $10k · lower is better0.19%

0.64%Trailing 12-mo yield$64 · $96 a year on $10k0.96%

−16.0%Worst dropSmaller is better−11.1%

19.7%VolatilityLower is calmer18.2%

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

2–6IWM wins

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

More Ways to See the Pairs

XSMO vs IWM: Top 5 Holdings

Today

XSMO

15.5%in top 5

IWM

in top 51.9%

XSMOStockIWM

4.4%VSAT0.3%

3.4%VSXYnot top 5

2.9%PTGXnot top 5

2.7%GKOS0.5%

2.2%LGNDnot top 5

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common12.1%

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

XSMO vs IWM Returns, Every Period

InvescoXSMO

+8.9%

5 years, per year

IWMiShares

+6.2%

5 years, per year

XSMOIWMFaded: behind in that period

2–2Level

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

XSMO vs IWM

YTD

InvescoXSMO

+12.1%

IWMiShares

+16.2%

+12.1%Year to date+16.2%

−16.0%Worst drop · 1Y−11.1%

19.7%Volatility · 1Y18.2%

0.6%Yield1.0%

$2.8BAssets$75.8B

4–0IWM wins

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

Cost, Income and Risk

Fees: XSMO, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

XSMO0.35%$35

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

Yields: XSMO, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

XSMO0.64%$64

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

XSMO$64 − $35 = $29

KeptFee

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

Overlap: XSMO, IWM

Today

12.1%most shared, XSMO and IWM

XSMOIWM

XSMO—12.1%

IWM12.1%—

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

Return vs Bumpiness: 2 ETFs

+16.9%IWM, at 18.2% volatility

IWMWorst drop−11.1%18.2% vol

XSMOWorst drop−16.0%19.7% vol

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

Paid More vs Made More

YTD

IWMXSMO

+16.2%Year to date+12.1%

1.0%Yield0.6%

+16.9%Past year+12.4%

0.19%Fee0.35%

4–0IWM 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