QVMS vs VB

AQVMS

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$14,091QVMS · VB $13,687

Lowest cost0.03%VB · $3 on $10k

Most income1.26%QVMS · $126 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common15.9%QVMS and VB

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $243MVanguard Morningstar Small-Cap ETF · $76.9B

+19.2%3 years · per year$16,940 · $17,404+20.3%

+7.1%5 years · per year$14,091 · $13,687+6.5%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.26%12-mo yield$126 · $125 on $10k1.25%

−9.7%Worst dropSmaller wins−9.0%

16.1%VolatilityLower wins15.7%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVMS · VB

0.6%VSAT0.1%

0.9%GKOS0.1%

0.5%PTGX0.1%

0.6%JXN0.1%

Held in common15.9%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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 VB

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor

$14,091

Vanguard Morningstar Small-Cap

$13,687

MeasureQVMSVB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.26%1.25%

5 years, per year+7.1%+6.5%

3 years, per year+19.2%+20.3%

Worst drop · 1Y−9.7%−9.0%

Volatility · 1Y16.1%15.7%

4–2measures won
VB first

15.9%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

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

Overlap: QVMS, VB

Today

15.9%most shared, QVMS and VB

QVMSVB

QVMS—15.9%

VB15.9%—

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

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

QVMS$126 − $15 = $111

KeptFee

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