XSVM vs IWM

AXSVM

BIWM

Measures won4–2XSVM wins · of 6 · 5Y

$10,000 · 5Y$14,682XSVM · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income1.84%XSVM · $184 on $10k

Smallest drop−10.1%XSVM · worst fall in 1Y

Held in common8.6%XSVM and IWM

XSVM

IWM

Invesco S&P SmallCap Value with Momentum ETF · $591MiShares Russell 2000 ETF · $77.4B

+17.3%3 years · per year$16,143 · $18,002+21.6%

+8.0%5 years · per year$14,682 · $13,509+6.2%

0.36%Expense ratio$36 · $19 on $10k · lower wins0.19%

1.84%12-mo yield$184 · $96 on $10k0.96%

−10.1%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.2%

4–2XSVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSVM · IWM

1.0%JXN0.3%

0.8%SNEX0.2%

0.7%AUB0.2%

0.6%ABCB0.2%

Held in common8.6%

End-of-day Nov 4, 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%	1.84%	+1.8%	+22.5%	+28.6%	+17.3%	+8.0%	−10.1%	$591M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 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%	1.84%	+1.8%	+22.5%	+28.6%	+17.3%	+8.0%	−10.1%	$591M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XSVM vs IWM

XSVM

Invesco S&P SmallCap Value with Momentum

$14,682

IWM

iShares Russell 2000

$13,509

MeasureXSVMIWM

Fee0.36%0.19%

Cost on $10k a year$36$19

Yield1.84%0.96%

5 years, per year+8.0%+6.2%

3 years, per year+17.3%+21.6%

Worst drop · 1Y−10.1%−11.1%

Volatility · 1Y16.3%18.2%

4–2measures won
XSVM first

8.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XSVM, IWM

Today

8.6%most shared, XSVM and IWM

XSVMIWM

XSVM—8.6%

IWM8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, XSVM

XSVM$184 − $36 = $148

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee