XSHQ vs VB

AXSHQ

BVB

Measures won0–5VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB · XSHQ $12,836

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

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

Held in common3.5%XSHQ and VB

XSHQ

Invesco S&P SmallCap Quality ETF · $306MVanguard Morningstar Small-Cap ETF · $76.9B

+11.1%3 years · per year$13,730 · $16,654+18.5%

+5.1%5 years · per year$12,836 · $13,413+6.0%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.23%12-mo yield$123 · $128 on $10k1.28%

−9.9%Worst dropSmaller wins−9.0%

16.2%VolatilityLower wins16.2%

0–5VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHQ · VB

4.3%PAYC0.1%

1.5%LNC0.1%

1.5%TGTX0.1%

1.6%ZWS0.1%

Held in common3.5%

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	AXSHQ	Invesco S&P SmallCap Quality ETFRead Desk		0.29%	1.23%	−0.4%	+8.0%	+9.4%	+11.1%	+5.1%	−9.9%	$306M

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	AXSHQ	Invesco S&P SmallCap Quality ETFRead Desk		0.29%	1.23%	−0.4%	+8.0%	+9.4%	+11.1%	+5.1%	−9.9%	$306M

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

XSHQ vs VB

XSHQ

Invesco S&P SmallCap Quality

$12,836

Vanguard Morningstar Small-Cap

$13,414

MeasureXSHQVB

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.23%1.28%

5 years, per year+5.1%+6.0%

3 years, per year+11.1%+18.5%

Worst drop · 1Y−9.9%−9.0%

Volatility · 1Y16.2%16.2%

5–0measures won
VB first

3.5%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XSHQ, VB

Today

3.5%most shared, XSHQ and VB

XSHQVB

XSHQ—3.5%

VB3.5%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

XSHQ$123 − $29 = $94

KeptFee

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