XSVM vs IVV

AXSVM

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · XSVM $13,774

Lowest cost0.03%IVV · $3 on $10k

Most income1.87%XSVM · $187 on $10k

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

Held in common0.0%XSVM and IVV

XSVM

IVV

Invesco S&P SmallCap Value with Momentum ETF · $580MiShares Core S&P 500 ETF · $875B

+15.2%3 years · per year$15,304 · $18,159+22.0%

+6.6%5 years · per year$13,774 · $17,545+11.9%

0.36%Expense ratio$36 · $3 on $10k · lower wins0.03%

1.87%12-mo yield$187 · $111 on $10k1.11%

−10.1%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSVM · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk		0.36%	1.87%	+2.1%	+20.6%	+27.8%	+15.2%	+6.6%	−10.1%	$580M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk		0.36%	1.87%	+2.1%	+20.6%	+27.8%	+15.2%	+6.6%	−10.1%	$580M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XSVM vs IVV

XSVM

Invesco S&P SmallCap Value with Momentum

$13,774

IVV

iShares Core S&P 500

$17,545

MeasureXSVMIVV

Fee0.36%0.03%

Cost on $10k a year$36$3

Yield1.87%1.11%

5 years, per year+6.6%+11.9%

3 years, per year+15.2%+22.0%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y16.6%13.8%

5–1measures won
IVV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: XSVM, IVV

Today

0.0%most shared, XSVM and IVV

XSVMIVV

XSVM—0.0%

IVV0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$151most kept, XSVM

XSVM$187 − $36 = $151

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee