XSLV vs VB

AXSLV

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$13,310VB · XSLV $11,811

Lowest cost0.03%VB · $3 on $10k

Most income2.38%XSLV · $238 on $10k

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

Held in common3.6%XSLV and VB

XSLV

Invesco S&P SmallCap Low Volatility ETF · $239MVanguard Morningstar Small-Cap ETF · $76.9B

+13.0%3 years · per year$14,439 · $16,641+18.5%

+3.4%5 years · per year$11,811 · $13,310+5.9%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

2.38%12-mo yield$238 · $129 on $10k1.28%

−9.5%Worst dropSmaller wins−9.0%

13.2%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSLV · VB

0.9%RHP0.1%

0.7%ZWS0.1%

1.0%TRNO0.1%

0.8%AWI0.1%

Held in common3.6%

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.7%	+13.0%	+16.8%	+13.0%	+3.4%	−9.5%	$239M

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.7%	+13.0%	+16.8%	+13.0%	+3.4%	−9.5%	$239M

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

Cards for this view

XSLV vs VB

XSLV

Invesco S&P SmallCap Low Volatility

$11,811

Vanguard Morningstar Small-Cap

$13,310

MeasureXSLVVB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield2.38%1.28%

5 years, per year+3.4%+5.9%

3 years, per year+13.0%+18.5%

Worst drop · 1Y−9.5%−9.0%

Volatility · 1Y13.2%16.2%

4–2measures won
VB first

3.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XSLV, VB

Today

3.6%most shared, XSLV and VB

XSLVVB

XSLV—3.6%

VB3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$213most kept, XSLV

XSLV$238 − $25 = $213

VB$129 − $3 = $126

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee