XSLV vs IJR

AXSLV

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IJR $13,468

Lowest cost0.03%VOO · $3 on $10k

Most income2.38%XSLV · $238 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common18.6%XSLV and IJR

XSLV

IJR

Invesco S&P SmallCap Low Volatility ETF · $241MiShares Core S&P Small-Cap ETF · $106B

+13.5%3 years · per year$14,607 · $16,862+19.0%

+3.4%5 years · per year$11,800 · $13,468+6.1%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

2.38%12-mo yield$238 · $121 on $10k1.21%

−9.5%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSLV · IJR

0.9%RHP0.5%

1.0%TRNO0.4%

0.7%AWI0.4%

0.7%ZWS0.4%

Held in common18.6%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
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
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.38%	−1.1%	+12.8%	+17.2%	+13.5%	+3.4%	−9.5%	$241M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
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
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.38%	−1.1%	+12.8%	+17.2%	+13.5%	+3.4%	−9.5%	$241M

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

XSLV vs IJR

XSLV

Invesco S&P SmallCap Low Volatility

$11,800

IJR

iShares Core S&P Small-Cap

$13,468

MeasureXSLVIJR

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield2.38%1.21%

5 years, per year+3.4%+6.1%

3 years, per year+13.5%+19.0%

Worst drop · 1Y−9.5%−9.7%

Volatility · 1Y12.9%15.8%

3–3measures won
level

18.6%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV 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

Overlap: XSLV, IJR, VOO

Today

18.6%most shared, XSLV and IJR

XSLVIJRVOO

XSLV—18.6%0.0%

IJR18.6%—0.0%

VOO0.0%0.0%—

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

Income After Fees on $10,000

$213most kept, XSLV

XSLV$238 − $25 = $213

IJR$121 − $6 = $115

VOO$107 − $3 = $104

KeptFee

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