XSVM vs VB

AXSVM

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$14,028XSVM · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.89%XSVM · $189 on $10k

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

Held in common2.8%XSVM and VB

XSVM

Invesco S&P SmallCap Value with Momentum ETF · $591MVanguard Morningstar Small-Cap ETF · $76.9B

+16.2%3 years · per year$15,695 · $16,641+18.5%

+7.0%5 years · per year$14,028 · $13,310+5.9%

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

1.89%12-mo yield$189 · $129 on $10k1.28%

−10.1%Worst dropSmaller wins−9.0%

16.5%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSVM · VB

0.9%JXN0.1%

1.8%LNC0.1%

0.8%SNEX0.1%

0.7%AUB0.1%

Held in common2.8%

End-of-day Nov 5, 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%	1.89%	−2.7%	+19.3%	+25.7%	+16.2%	+7.0%	−10.1%	$591M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

End-of-day Nov 5, 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%	1.89%	−2.7%	+19.3%	+25.7%	+16.2%	+7.0%	−10.1%	$591M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

Cards for this view

XSVM vs VB

XSVM

Invesco S&P SmallCap Value with Momentum

$14,028

Vanguard Morningstar Small-Cap

$13,310

MeasureXSVMVB

Fee0.36%0.03%

Cost on $10k a year$36$3

Yield1.89%1.28%

5 years, per year+7.0%+5.9%

3 years, per year+16.2%+18.5%

Worst drop · 1Y−10.1%−9.0%

Volatility · 1Y16.5%16.2%

4–2measures won
VB first

2.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XSVM, VB

Today

2.8%most shared, XSVM and VB

XSVMVB

XSVM—2.8%

VB2.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, XSVM

XSVM$189 − $36 = $153

VB$129 − $3 = $126

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee