Compare · 2 funds side by side · dividends reinvested

XSVM and VBR

XSVMInvesco×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 04

XSVM and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.4

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%$591M1.6

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Value with Momentum ETF · $591M$14,682

XSVM

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

XSVMMeasureVBR

+22.5%Year to dateJan 1 → Nov 4+19.4%

+28.6%1 yearTotal return+23.4%

+17.3%3 years · per year$10,000 became $16,143 · $17,630+20.8%

+8.0%5 years · per year$10,000 became $14,682 · $15,849+9.6%

0.36%Expense ratio$36 · $5 a year on $10k · lower is better0.05%

1.84%Trailing 12-mo yield$184 · $177 a year on $10k1.77%

−10.1%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.9%

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

3–5VBR 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 VBR: Top 5 Holdings

Today

XSVM

9.7%in top 5

VBR

in top 53.3%

XSVMStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common4.7%

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

XSVM vs VBR Returns, Every Period

InvescoXSVM

+8.0%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

XSVMVBRFaded: behind in that period

2–2Level

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

XSVM vs VBR

YTD

InvescoXSVM

+22.5%

VBRVanguard

+19.4%

+22.5%Year to date+19.4%

−10.1%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.9%

1.8%Yield1.8%

$591MAssets$35.1B

2–1VBR wins

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

Cost, Income and Risk

Fees: XSVM, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

XSVM0.36%$36

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

Yields: XSVM, VBR

1.84%highest, XSVM

FundTrailing yieldYield$10k

XSVM1.84%$184

VBR1.77%$177

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

XSVM$184 − $36 = $148

KeptFee

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

Overlap: XSVM, VBR

Today

4.7%most shared, XSVM and VBR

XSVMVBR

XSVM—4.7%

VBR4.7%—

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

VBRWorst drop−8.9%13.9% vol

XSVMWorst drop−10.1%16.3% vol

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

Paid More vs Made More

YTD

XSVMVBR

+22.5%Year to date+19.4%

1.8%Yield1.8%

+28.6%Past year+23.4%

0.36%Fee0.05%

2–1XSVM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026