XSMO vs VB

AXSMO

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$15,107XSMO · VB $13,687

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

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

Held in common3.9%XSMO and VB

XSMO

Invesco S&P SmallCap Momentum ETF · $2.8BVanguard Morningstar Small-Cap ETF · $76.9B

+22.2%3 years · per year$18,247 · $17,404+20.3%

+8.6%5 years · per year$15,107 · $13,687+6.5%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.63%12-mo yield$63 · $125 on $10k1.25%

−16.0%Worst dropSmaller wins−9.0%

19.7%VolatilityLower wins15.7%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSMO · VB

4.3%VSAT0.1%

2.8%GKOS0.1%

2.9%PTGX0.1%

1.5%MXL0.1%

Held in common3.9%

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	AXSMO	Invesco S&P SmallCap Momentum ETFRead Desk		0.35%	0.63%	+0.8%	+13.0%	+13.7%	+22.2%	+8.6%	−16.0%	$2.8B
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	AXSMO	Invesco S&P SmallCap Momentum ETFRead Desk		0.35%	0.63%	+0.8%	+13.0%	+13.7%	+22.2%	+8.6%	−16.0%	$2.8B
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

XSMO vs VB

XSMO

Invesco S&P SmallCap Momentum

$15,107

Vanguard Morningstar Small-Cap

$13,687

MeasureXSMOVB

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.63%1.25%

5 years, per year+8.6%+6.5%

3 years, per year+22.2%+20.3%

Worst drop · 1Y−16.0%−9.0%

Volatility · 1Y19.7%15.7%

4–2measures won
VB first

3.9%

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: XSMO, VB

Today

3.9%most shared, XSMO and VB

XSMOVB

XSMO—3.9%

VB3.9%—

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

XSMO$63 − $35 = $28

KeptFee

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