Compare · 2 funds side by side · dividends reinvested

XSMO and VB

XSMOInvesco×VBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,107XSMO · best of the two

02 / 04

XSMO and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.4%+16.2%+20.3%+6.5%−9.0%15.7%$76.9B1.3

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%$2.8B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: XSMO 2005 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

XSMO

Vanguard Morningstar Small-Cap ETF · $76.9B$13,687

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

XSMOMeasureVB

+13.0%Year to dateJan 1 → Nov 3+14.4%

+13.7%1 yearTotal return+16.2%

+22.2%3 years · per year$10,000 became $18,247 · $17,404+20.3%

+8.6%5 years · per year$10,000 became $15,107 · $13,687+6.5%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.63%Trailing 12-mo yield$63 · $125 a year on $10k1.25%

−16.0%Worst dropSmaller is better−9.0%

19.7%VolatilityLower is calmer15.7%

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

2–6VB 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 VB: Top 5 Holdings

Today

XSMO

15.5%in top 5

in top 52.9%

XSMOStockVB

4.3%VSATnot top 5

3.3%VSXYnot top 5

2.9%PTGXnot top 5

2.8%GKOSnot top 5

2.1%LGNDnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common3.9%

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

XSMO vs VB Returns, Every Period

InvescoXSMO

+8.6%

5 years, per year

VBVanguard

+6.5%

5 years, per year

XSMOVBFaded: behind in that period

2–2Level

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

XSMO vs VB

YTD

InvescoXSMO

+13.0%

VBVanguard

+14.4%

+13.0%Year to date+14.4%

−16.0%Worst drop · 1Y−9.0%

19.7%Volatility · 1Y15.7%

0.6%Yield1.2%

$2.8BAssets$76.9B

4–0VB wins

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

Cost, Income and Risk

Fees: XSMO, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

XSMO0.35%$35

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

Yields: XSMO, VB

1.25%highest, VB

FundTrailing yieldYield$10k

VB1.25%$125

XSMO0.63%$63

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

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

XSMO$63 − $35 = $28

KeptFee

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

Overlap: XSMO, VB

Today

3.9%most shared, XSMO and VB

XSMOVB

XSMO—3.9%

VB3.9%—

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

Return vs Bumpiness: 2 ETFs

+16.2%VB, at 15.7% volatility

VBWorst drop−9.0%15.7% 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

VBXSMO

+14.4%Year to date+13.0%

1.2%Yield0.6%

+16.2%Past year+13.7%

0.03%Fee0.35%

4–0VB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026