QVMS vs IWM

AQVMS

BIWM

Measures won5–1QVMS wins · of 6 · 5Y

$10,000 · 5Y$14,601QVMS · IWM $13,509

Lowest cost0.15%QVMS · $15 on $10k

Most income1.24%QVMS · $124 on $10k

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

Held in common42.9%QVMS and IWM

QVMS

IWM

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $243MiShares Russell 2000 ETF · $77.4B

+19.6%3 years · per year$17,093 · $18,002+21.6%

+7.9%5 years · per year$14,601 · $13,509+6.2%

0.15%Expense ratio$15 · $19 on $10k · lower wins0.19%

1.24%12-mo yield$124 · $96 on $10k0.96%

−9.7%Worst dropSmaller wins−11.1%

16.2%VolatilityLower wins18.2%

5–1QVMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVMS · IWM

0.9%GKOS0.5%

0.6%VSAT0.3%

0.6%JXN0.3%

0.6%RHP0.3%

Held in common42.9%

End-of-day Nov 4, 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%	1.24%	+1.6%	+20.4%	+23.2%	+19.6%	+7.9%	−9.7%	$243M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 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%	1.24%	+1.6%	+20.4%	+23.2%	+19.6%	+7.9%	−9.7%	$243M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QVMS vs IWM

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor

$14,601

IWM

iShares Russell 2000

$13,509

MeasureQVMSIWM

Fee0.15%0.19%

Cost on $10k a year$15$19

Yield1.24%0.96%

5 years, per year+7.9%+6.2%

3 years, per year+19.6%+21.6%

Worst drop · 1Y−9.7%−11.1%

Volatility · 1Y16.2%18.2%

5–1measures won
QVMS first

42.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$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%

$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

Overlap: QVMS, IWM

Today

42.9%most shared, QVMS and IWM

QVMSIWM

QVMS—42.9%

IWM42.9%—

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

Income After Fees on $10,000

$109most kept, QVMS

QVMS$124 − $15 = $109

IWM$96 − $19 = $77

KeptFee

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