XSVM vs IJR

AXSVM

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$14,107XSVM · IJR $13,468

Lowest cost0.06%IJR · $6 on $10k

Most income1.87%XSVM · $187 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common15.4%XSVM and IJR

XSVM

IJR

Invesco S&P SmallCap Value with Momentum ETF · $598MiShares Core S&P Small-Cap ETF · $106B

+16.9%3 years · per year$15,961 · $16,862+19.0%

+7.1%5 years · per year$14,107 · $13,468+6.1%

0.36%Expense ratio$36 · $6 on $10k · lower wins0.06%

1.87%12-mo yield$187 · $121 on $10k1.21%

−10.1%Worst dropSmaller wins−9.7%

16.2%VolatilityLower wins15.8%

2–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSVM · IJR

0.9%JXN0.5%

1.8%LNC0.3%

0.8%SNEX0.3%

0.8%AUB0.3%

Held in common15.4%

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	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk		0.36%	1.87%	−1.1%	+20.4%	+26.5%	+16.9%	+7.1%	−10.1%	$598M
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

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	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk		0.36%	1.87%	−1.1%	+20.4%	+26.5%	+16.9%	+7.1%	−10.1%	$598M
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

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

XSVM vs IJR

XSVM

Invesco S&P SmallCap Value with Momentum

$14,107

IJR

iShares Core S&P Small-Cap

$13,468

MeasureXSVMIJR

Fee0.36%0.06%

Cost on $10k a year$36$6

Yield1.87%1.21%

5 years, per year+7.1%+6.1%

3 years, per year+16.9%+19.0%

Worst drop · 1Y−10.1%−9.7%

Volatility · 1Y16.2%15.8%

4–2measures won
IJR first

15.4%

holdings shared

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

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

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

Overlap: XSVM, IJR

Today

15.4%most shared, XSVM and IJR

XSVMIJR

XSVM—15.4%

IJR15.4%—

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

Income After Fees on $10,000

$151most kept, XSVM

XSVM$187 − $36 = $151

IJR$121 − $6 = $115

KeptFee

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