Compare · 2 funds side by side · dividends reinvested

XSMO and VBR

XSMOInvesco×VBRVanguard×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,040VBR · best of the two

Story of the two · IncomeMost incomeVBR · 1.78% · $178 a year on $10k

Story of the two · RiskSmallest drop

XSMO and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+19.1%+22.2%+18.7%+8.5%−8.9%14.4%$35.1B1.1

Invesco S&P SmallCap Momentum ETFUS Stock Styles · Small cap0.35%0.63%+13.6%+13.2%+19.9%+7.5%−18.3%20.6%$2.7B1.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: XSMO 2005 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P SmallCap Momentum ETF · $2.7B$14,362

XSMO

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,040

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

XSMOMeasureVBR

+13.6%

More Ways to See the Pairs

XSMO vs VBR: Top 5 Holdings

Today

XSMO

15.6%in top 5

VBR

in top 53.3%

XSMOStockVBR

4.5%VSATnot top 5

3.8%VSXYnot top 5

2.9%PTGXnot top 5

2.2%LGNDnot top 5

2.1%RHPnot top 5

Cost, Income and Risk

Fees: XSMO, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

XSMO0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XSMO, VBR

1Y

1.78%highest, VBR

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+19.1%

+13.2%1 yearTotal return+22.2%

+19.9%3 years · per year$10,000 became $17,243 · $16,733+18.7%

+7.5%5 years · per year$10,000 became $14,362 · $15,040+8.5%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

0.63%Trailing 12-mo yield$63 · $178 a year on $10k1.78%

−18.3%Worst dropSmaller is better−8.9%

20.6%VolatilityLower is calmer14.4%

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

1–7VBR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common4.2%

End-of-day Nov 11, 2026 · share of each fund

XSMO vs VBR Returns, Every Period

5Y

InvescoXSMO

+7.5%

5 years, per year

VBRVanguard

+8.5%

5 years, per year

XSMOVBRFaded: behind in that period

1–3VBR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

XSMO vs VBR

YTD

InvescoXSMO

+13.6%

VBRVanguard

+19.1%

+13.6%Year to date+19.1%

−18.3%Worst drop · 1Y−8.9%

20.6%Volatility · 1Y14.4%

0.6%Yield1.8%

$2.7BAssets$35.1B

4–0VBR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

VBR1.78%$178

XSMO0.63%$63

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$173most kept, VBR

VBR$178 − $5 = $173

XSMO$63 − $35 = $28

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XSMO, VBR

Today

4.2%most shared, XSMO and VBR

XSMOVBR

XSMO—4.2%

VBR4.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.2%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

XSMOWorst drop−18.3%20.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VBRXSMO

+19.1%Year to date+13.6%

1.8%Yield0.6%

+22.2%Past year+13.2%

0.05%Fee0.35%

4–0VBR wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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XSMO and VBR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two