Compare · 2 funds side by side · dividends reinvested

XSVM and IWM

XSVMInvesco×IWMiShares×

Versus in desk

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BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,096XSVM · best of the two

Story of the two · IncomeMost incomeXSVM · 1.88% · $188 a year on $10k

Story of the two · RiskSmallest drop

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%1.88%+19.7%+24.2%+15.5%+5.5%−10.1%16.6%$587M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.5%+15.1%+19.1%+4.1%−11.1%18.9%$76.8B1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: XSVM 2005 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P SmallCap Value with Momentum ETF · $587M$13,096

XSVM

IWM

iShares Russell 2000 ETF · $76.8B$12,210

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

XSVMMeasureIWM

+19.7%

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XSVM vs IWM: Top 5 Holdings

Today

XSVM

9.8%in top 5

IWM

in top 51.9%

XSVMStockIWM

3.2%KSSnot top 5

1.8%LNCnot top 5

1.7%HZOnot top 5

1.7%SBHnot top 5

1.4%PARRnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: XSVM, IWM

1Y

1.88%highest, XSVM

FundTrailing yieldYield

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.8BAssets$78.7B

2–0VB wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+13.5%

+24.2%1 yearTotal return+15.1%

+15.5%3 years · per year$10,000 became $15,427 · $16,891+19.1%

+5.5%5 years · per year$10,000 became $13,096 · $12,210+4.1%

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

1.88%Trailing 12-mo yield$188 · $98 a year on $10k0.98%

−10.1%Worst dropSmaller is better−11.1%

16.6%VolatilityLower is calmer18.9%

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

6–2XSVM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common8.5%

End-of-day Nov 13, 2026 · share of each fund

XSVM vs IWM Returns, Every Period

5Y

InvescoXSVM

+5.5%

5 years, per year

IWMiShares

+4.1%

5 years, per year

XSVMIWMFaded: behind in that period

3–1XSVM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XSVM vs IWM

YTD

InvescoXSVM

+19.7%

IWMiShares

+13.5%

+19.7%Year to date+13.5%

−10.1%Worst drop · 1Y−11.1%

16.6%Volatility · 1Y18.9%

1.9%Yield1.0%

$587MAssets$76.8B

4–0XSVM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

XSVM1.88%$188

IWM0.98%$98

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$152most kept, XSVM

XSVM$188 − $36 = $152

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XSVM, IWM

Today

8.5%most shared, XSVM and IWM

XSVMIWM

XSVM—8.5%

IWM8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+24.2%XSVM, at 16.6% volatility

XSVMWorst drop−10.1%16.6% vol

IWMWorst drop−11.1%18.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XSVMIWM

+19.7%Year to date+13.5%

1.9%Yield1.0%

+24.2%Past year+15.1%

0.36%Fee0.19%

3–1XSVM wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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XSVM and IWM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two