Compare · 2 funds side by side · dividends reinvested

XSVM and IWM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,682XSVM · best of the two

02 / 04

XSVM and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap Value with Momentum ETFUS Stock Styles · Small cap0.36%1.84%+22.5%+28.6%+17.3%+8.0%−10.1%16.3%$598M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

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: XSVM 2005 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Value with Momentum ETF · $598M$14,682

XSVM

IWM

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

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

XSVMMeasureIWM

+22.5%Year to dateJan 1 → Nov 4+16.2%

+28.6%1 yearTotal return+16.9%

+17.3%3 years · per year$10,000 became $16,143 · $18,002+21.6%

+8.0%5 years · per year$10,000 became $14,682 · $13,509+6.2%

0.36%Expense ratio$36 · $19 a year on $10k · lower is better0.19%

1.84%Trailing 12-mo yield$184 · $96 a year on $10k0.96%

−10.1%Worst dropSmaller is better−11.1%

16.3%VolatilityLower is calmer18.2%

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

6–2XSVM wins

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

More Ways to See the Pairs

XSVM vs IWM: Top 5 Holdings

Today

XSVM

9.7%in top 5

IWM

in top 51.9%

XSVMStockIWM

3.2%KSSnot top 5

1.8%LNCnot top 5

1.7%HZOnot top 5

1.6%SBHnot top 5

1.4%SCSCnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common8.6%

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

XSVM vs IWM Returns, Every Period

InvescoXSVM

+8.0%

5 years, per year

IWMiShares

+6.2%

5 years, per year

XSVMIWMFaded: behind in that period

3–1XSVM wins

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

XSVM vs IWM

YTD

InvescoXSVM

+22.5%

IWMiShares

+16.2%

+22.5%Year to date+16.2%

−10.1%Worst drop · 1Y−11.1%

16.3%Volatility · 1Y18.2%

1.8%Yield1.0%

$598MAssets$75.8B

4–0XSVM wins

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

Cost, Income and Risk

Fees: XSVM, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

XSVM0.36%$36

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

Yields: XSVM, IWM

1.84%highest, XSVM

FundTrailing yieldYield$10k

XSVM1.84%$184

IWM0.96%$96

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

Income After Fees on $10,000

$148most kept, XSVM

XSVM$184 − $36 = $148

IWM$96 − $19 = $77

KeptFee

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

Overlap: XSVM, IWM

Today

8.6%most shared, XSVM and IWM

XSVMIWM

XSVM—8.6%

IWM8.6%—

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

Return vs Bumpiness: 2 ETFs

+28.6%XSVM, at 16.3% volatility

XSVMWorst drop−10.1%16.3% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

XSVMIWM

+22.5%Year to date+16.2%

1.8%Yield1.0%

+28.6%Past year+16.9%

0.36%Fee0.19%

3–1XSVM 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