XSVM vs VIG

AXSVM

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · XSVM $14,682

Lowest cost0.04%VIG · $4 on $10k

Most income1.84%XSVM · $184 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.1%XSVM and VIG

XSVM

VIG

Invesco S&P SmallCap Value with Momentum ETF · $591MVanguard Dividend Appreciation ETF · $109B

+17.3%3 years · per year$16,143 · $17,533+20.6%

+8.0%5 years · per year$14,682 · $17,005+11.2%

0.36%Expense ratio$36 · $4 on $10k · lower wins0.04%

1.84%12-mo yield$184 · $144 on $10k1.44%

−10.1%Worst dropSmaller wins−7.9%

16.3%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSVM · VIG

0.8%UCB0.0%

0.7%INDB0.0%

1.1%ANDE0.0%

0.8%HMN0.0%

Held in common0.1%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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

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 VIG

XSVM

Invesco S&P SmallCap Value with Momentum

$14,682

VIG

Vanguard Dividend Appreciation

$17,005

MeasureXSVMVIG

Fee0.36%0.04%

Cost on $10k a year$36$4

Yield1.84%1.44%

5 years, per year+8.0%+11.2%

3 years, per year+17.3%+20.6%

Worst drop · 1Y−10.1%−7.9%

Volatility · 1Y16.3%10.2%

5–1measures won
VIG first

0.1%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

0.1%most shared, XSVM and VIG

XSVMVIG

XSVM—0.1%

VIG0.1%—

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

VIG$144 − $4 = $140

KeptFee

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