XSVM vs VBR

AXSVM

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$14,747VBR · XSVM $13,096

Lowest cost0.05%VBR · $5 on $10k

Most income1.88%XSVM · $188 on $10k

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

Held in common4.7%XSVM and VBR

Invesco S&P SmallCap Value with Momentum ETF · $591MVanguard Morningstar Small-Cap Value ETF · $35.1B

+15.5%3 years · per year$15,427 · $16,749+18.8%

+5.5%5 years · per year$13,096 · $14,748+8.1%

0.36%Expense ratio$36 · $5 on $10k · lower wins0.05%

1.88%12-mo yield$188 · $180 on $10k1.80%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	+0.1%	+17.9%	+20.1%	+18.8%	+8.1%	−8.9%	$35.1B
2	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk		0.36%	1.88%	+0.4%	+19.7%	+24.2%	+15.5%	+5.5%	−10.1%	$591M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	+0.1%	+17.9%	+20.1%	+18.8%	+8.1%	−8.9%	$35.1B
2	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk		0.36%	1.88%	+0.4%	+19.7%	+24.2%	+15.5%	+5.5%	−10.1%	$591M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XSVM

Invesco S&P SmallCap Value with Momentum

$13,096

VBR

Vanguard Morningstar Small-Cap Value

$14,748

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