Compare · 2 funds side by side · dividends reinvested

XSVM and VOO

XSVMInvesco×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

XSVM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

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%$598M1.6

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

XSVM

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XSVMMeasureVOO

+22.5%Year to dateJan 1 → Nov 4+13.4%

+28.6%1 yearTotal return+13.5%

+17.3%3 years · per year$10,000 became $16,143 · $19,172+24.2%

+8.0%5 years · per year$10,000 became $14,682 · $18,115+12.6%

0.36%Expense ratio$36 · $3 a year on $10k · lower is better0.03%

1.84%Trailing 12-mo yield$184 · $105 a year on $10k1.05%

−10.1%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer12.8%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

XSVM

9.7%in top 5

VOO

in top 528.3%

XSVMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.2%KSSnot top 5

not top 5GOOGL3.1%

1.8%LNCnot top 5

1.7%HZOnot top 5

1.6%SBHnot top 5

1.4%SCSCnot top 5

Held in common0.0%

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

XSVM vs VOO Returns, Every Period

InvescoXSVM

+8.0%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

XSVMVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: XSVM vs VOO

YTD

InvescoXSVM

+22.5%

VOOVanguard

+13.4%

+22.5%Year to date+13.4%

−10.1%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y12.8%

1.8%Yield1.1%

$598MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: XSVM, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XSVM0.36%$36

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

Yields: XSVM, VOO

1.84%highest, XSVM

FundTrailing yieldYield$10k

XSVM1.84%$184

VOO1.05%$105

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

Income After Fees on $10,000

$148most kept, XSVM

XSVM$184 − $36 = $148

VOO$105 − $3 = $102

KeptFee

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

Overlap: XSVM, VOO

Today

0.0%most shared, XSVM and VOO

XSVMVOO

XSVM—0.0%

VOO0.0%—

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

VOOWorst drop−8.9%12.8% 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

XSVMVOO

+22.5%Year to date+13.4%

1.8%Yield1.1%

+28.6%Past year+13.5%

0.36%Fee0.03%

3–1XSVM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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