Compare · 3 funds side by side · dividends reinvested

IWR, XMVM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,831XMVM · best of the three

02 / 04

IWR, XMVM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Value with Momentum ETFUS Stock Styles · Mid cap0.37%1.81%+18.8%+27.8%+22.8%+12.3%−9.2%13.4%$534M1.5

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWR 2001 · XMVM 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.2B$14,596

IWR

XMVM

Invesco S&P MidCap Value with Momentum ETF · $534M$17,831

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

IWRMeasureXMVM

+16.9%Year to dateJan 1 → Nov 4+18.8%

+18.2%1 yearTotal return+27.8%

+21.2%3 years · per year$10,000 became $17,790 · $18,499+22.8%

+7.9%5 years · per year$10,000 became $14,596 · $17,831+12.3%

0.18%Expense ratio$18 · $37 a year on $10k · lower is better0.37%

1.14%Trailing 12-mo yield$114 · $181 a year on $10k1.81%

−8.2%Worst dropSmaller is better−9.2%

13.4%VolatilityLower is calmer13.4%

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

2–5XMVM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWR vs XMVM: Top 5 Holdings

Today

IWR

3.7%in top 5

XMVM

in top 513.7%

IWRStockXMVM

not top 5PBF4.5%

not top 5DINO2.8%

not top 5M2.4%

not top 5PAG2.0%

not top 5THC2.0%

0.9%MPCnot top 5

0.8%PSXnot top 5

0.7%SNOWnot top 5

0.6%NETnot top 5

0.6%MRNAnot top 5

Held in common3.7%

End-of-day Nov 4, 2026 · share of each fund

IWR vs XMVM Returns, Every Period

iSharesIWR

+7.9%

5 years, per year

XMVMInvesco

+12.3%

5 years, per year

IWRXMVMFaded: behind in that period

0–4XMVM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWR vs XMVM

YTD

iSharesIWR

+16.9%

XMVMInvesco

+18.8%

+16.9%Year to date+18.8%

−8.2%Worst drop · 1Y−9.2%

13.4%Volatility · 1Y13.4%

1.1%Yield1.8%

$58.2BAssets$534M

2–1XMVM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWR, XMVM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

XMVM0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWR, XMVM, VUG

1.81%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.81%$181

IWR1.14%$114

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$144most kept, XMVM

XMVM$181 − $37 = $144

IWR$114 − $18 = $96

VUG$40 − $3 = $37

KeptFee

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

Overlap: IWR, XMVM, VUG

Today

7.0%most shared, IWR and VUG

IWRXMVMVUG

IWR—3.7%7.0%

XMVM3.7%—0.0%

VUG7.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.8%XMVM, at 13.4% volatility

XMVMWorst drop−9.2%13.4% vol

IWRWorst drop−8.2%13.4% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XMVMIWR

+18.8%Year to date+16.9%

1.8%Yield1.1%

+27.8%Past year+18.2%

0.37%Fee0.18%

3–1XMVM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026