Compare · 3 funds side by side · dividends reinvested

INVN, WCLD and XMHQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,455XMHQ · best of the three

02 / 04

INVN, WCLD and XMHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Quality ETFUS Stock Styles · Mid cap0.30%0.55%+17.9%+17.8%+19.2%+10.5%−8.4%14.7%$5.8B1.5

Alger Russell Innovation ETFThematic · Disruptive tech0.55%0.23%+24.4%+27.2%[…][…]−20.4%25.1%$11M1.8

WisdomTree Cloud Computing FundThematic · Cyber & cloud0.45%0.00%+22.4%+19.7%+16.7%−7.3%−33.4%39.2%$312M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: INVN 2025 · WCLD 2019 · XMHQ 2006

Head to Head

Swap sides Versus in desk

Head to Head

Alger Russell Innovation ETF · $11M[…]

INVN

WCLD

WisdomTree Cloud Computing Fund · $312M$6,827

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

INVNMeasureWCLD

+24.4%Year to dateJan 1 → Nov 3+22.4%

+27.2%1 yearTotal return+19.7%

[…]3 years · per year$10,000 became […] · $15,908+16.7%

[…]5 years · per year$10,000 became […] · $6,827−7.3%

0.55%Expense ratio$55 · $45 a year on $10k · lower is better0.45%

0.23%Trailing 12-mo yield$23 · $0 a year on $10k0.00%

−20.4%Worst dropSmaller is better−33.4%

25.1%VolatilityLower is calmer39.2%

INVNWCLD Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1INVN wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INVN vs WCLD: Top 5 Holdings

Today

INVN

11.8%in top 5

WCLD

in top 510.9%

INVNStockWCLD

2.5%DOCUnot top 5

2.4%EXELnot top 5

not top 5NTSK2.4%

2.3%GDDYnot top 5

2.3%ETSYnot top 5

2.3%REGNnot top 5

not top 5OKTA2.2%

not top 5TENB2.1%

not top 5BRZE2.1%

not top 5PD2.0%

Held in common21.2%

End-of-day Nov 3, 2026 · share of each fund

INVN vs WCLD Returns, Every Period

AlgerINVN

+27.2%

past year

WCLDWisdomTree

+19.7%

past year

INVNWCLDFaded: behind in that period

2–0INVN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: INVN vs XMHQ

YTD

AlgerINVN

+24.4%

XMHQInvesco

+17.9%

+24.4%Year to date+17.9%

−20.4%Worst drop · 1Y−8.4%

25.1%Volatility · 1Y14.7%

0.2%Yield0.5%

$10.7MAssets$5.8B

3–1XMHQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INVN, WCLD, XMHQ

Today

0.30%lowest, XMHQ

FundExpense ratioFee$10k

XMHQ0.30%$30

WCLD0.45%$45

INVN0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: INVN, WCLD, XMHQ

0.55%highest, XMHQ

FundTrailing yieldYield$10k

XMHQ0.55%$55

INVN0.23%$23

WCLD0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$25most kept, XMHQ

XMHQ$55 − $30 = $25

INVN$23 − $55 = −$32

WCLD$0 − $45 = −$45

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: INVN, WCLD, XMHQ

Today

21.2%most shared, INVN and WCLD

INVNWCLDXMHQ

INVN—21.2%9.8%

WCLD21.2%—3.9%

XMHQ9.8%3.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.2%INVN, at 25.1% volatility

XMHQWorst drop−8.4%14.7% vol

INVNWorst drop−20.4%25.1% vol

WCLDWorst drop−33.4%39.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XMHQINVN

+17.9%Year to date+24.4%

0.5%Yield0.2%

+17.8%Past year+27.2%

0.30%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026