QVMS vs IWM

AQVMS

BIWM

Measures won5–1QVMS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · QVMS $13,832

Lowest cost0.03%VUG · $3 on $10k

Most income1.29%QVMS · $129 on $10k

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

Held in common42.5%QVMS and IWM

QVMS

IWM

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $246MiShares Russell 2000 ETF · $76.6B

+17.6%3 years · per year$16,282 · $17,100+19.6%

+6.7%5 years · per year$13,832 · $12,766+5.0%

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

1.29%12-mo yield$129 · $100 on $10k1.00%

−9.7%Worst dropSmaller wins−11.1%

16.5%VolatilityLower wins18.7%

5–1QVMS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVMS · IWM

0.6%RHP0.3%

0.6%JXN0.3%

0.5%TGTX0.3%

0.5%PTGX0.3%

Held in common42.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk	0.15%	1.29%	0.0%	+16.2%	+18.0%	+17.6%	+6.7%	−9.7%	$246M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk	0.15%	1.29%	0.0%	+16.2%	+18.0%	+17.6%	+6.7%	−9.7%	$246M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 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

$13,832

IWM

iShares Russell 2000

$12,766

MeasureQVMSIWM

Fee0.15%0.19%

Cost on $10k a year$15$19

Yield1.29%1.00%

5 years, per year+6.7%+5.0%

3 years, per year+17.6%+19.6%

Worst drop · 1Y−9.7%−11.1%

Volatility · 1Y16.5%18.7%

5–1measures won
QVMS first

42.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: QVMS, IWM, VUG

Today

42.5%most shared, QVMS and IWM

QVMSIWMVUG

QVMS—42.5%0.0%

IWM42.5%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$114most kept, QVMS

QVMS$129 − $15 = $114

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee