XSVM vs IWM

AXSVM

BIWM

Measures won4–2XSVM wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · XSVM $13,877

Lowest cost0.03%VUG · $3 on $10k

Most income1.91%XSVM · $191 on $10k

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

Held in common8.7%XSVM and IWM

XSVM

IWM

Invesco S&P SmallCap Value with Momentum ETF · $580MiShares Russell 2000 ETF · $76.6B

+15.3%3 years · per year$15,335 · $17,100+19.6%

+6.8%5 years · per year$13,877 · $12,766+5.0%

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

1.91%12-mo yield$191 · $100 on $10k1.00%

−10.1%Worst dropSmaller wins−11.1%

16.5%VolatilityLower wins18.7%

4–2XSVM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSVM · IWM

0.9%JXN0.3%

0.8%SNEX0.2%

0.7%AUB0.2%

0.6%ABCB0.2%

Held in common8.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk	0.36%	1.91%	−1.0%	+18.0%	+23.0%	+15.3%	+6.8%	−10.1%	$580M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk	0.36%	1.91%	−1.0%	+18.0%	+23.0%	+15.3%	+6.8%	−10.1%	$580M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 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

$13,877

IWM

iShares Russell 2000

$12,766

MeasureXSVMIWM

Fee0.36%0.19%

Cost on $10k a year$36$19

Yield1.91%1.00%

5 years, per year+6.8%+5.0%

3 years, per year+15.3%+19.6%

Worst drop · 1Y−10.1%−11.1%

Volatility · 1Y16.5%18.7%

4–2measures won
XSVM first

8.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: XSVM, IWM, VUG

Today

8.7%most shared, XSVM and IWM

XSVMIWMVUG

XSVM—8.7%0.0%

IWM8.7%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, XSVM

XSVM$191 − $36 = $155

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee