QVMS vs IJR

AQVMS

BIJR

Measures won3–2QVMS wins · of 6 · 5Y

$10,000 · 5Y$14,091QVMS · IJR $13,468

Lowest cost0.06%IJR · $6 on $10k

Most income1.26%QVMS · $126 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common84.9%QVMS and IJR

QVMS

IJR

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $243MiShares Core S&P Small-Cap ETF · $106B

+19.2%3 years · per year$16,940 · $16,862+19.0%

+7.1%5 years · per year$14,091 · $13,468+6.1%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.26%12-mo yield$126 · $121 on $10k1.21%

−9.7%Worst dropSmaller wins−9.7%

16.1%VolatilityLower wins15.8%

3–2QVMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVMS · IJR

0.9%GKOS0.8%

0.6%VSAT0.6%

0.8%PAYC0.6%

0.5%PTGX0.5%

Held in common84.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk		0.15%	1.26%	−0.3%	+18.5%	+21.4%	+19.2%	+7.1%	−9.7%	$243M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk		0.15%	1.26%	−0.3%	+18.5%	+21.4%	+19.2%	+7.1%	−9.7%	$243M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QVMS vs IJR

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor

$14,091

IJR

iShares Core S&P Small-Cap

$13,468

MeasureQVMSIJR

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.26%1.21%

5 years, per year+7.1%+6.1%

3 years, per year+19.2%+19.0%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y16.1%15.8%

3–2measures won
QVMS first

84.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: QVMS, IJR

Today

84.9%most shared, QVMS and IJR

QVMSIJR

QVMS—84.9%

IJR84.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

QVMS$126 − $15 = $111

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee