Compare · 2 funds side by side · dividends reinvested

QVMM and IWR

QVMMInvesco×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,786QVMM · best of the two

02 / 04

QVMM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.4

Invesco S&P MidCap 400 QVM Multi-factor ETFUS Stock Styles · Mid cap0.15%1.24%+14.7%+17.7%+18.8%+8.1%−8.4%14.7%$423M1.6

Rank among the two1st → 2ndFee, 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: QVMM 2021 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap 400 QVM Multi-factor ETF · $423M$14,786

QVMM

IWR

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

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

QVMMMeasureIWR

+14.7%Year to dateJan 1 → Nov 4+16.9%

+17.7%1 yearTotal return+18.2%

+18.8%3 years · per year$10,000 became $16,780 · $17,790+21.2%

+8.1%5 years · per year$10,000 became $14,786 · $14,596+7.9%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.24%Trailing 12-mo yield$124 · $114 a year on $10k1.14%

−8.4%Worst dropSmaller is better−8.2%

14.7%VolatilityLower is calmer13.4%

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

3–5IWR wins

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

More Ways to See the Pairs

QVMM vs IWR: Top 5 Holdings

Today

QVMM

4.2%in top 5

IWR

in top 53.7%

QVMMStockIWR

1.0%OKTAnot top 5

not top 5MPC0.9%

0.9%FTInot top 5

0.8%UTHRnot top 5

not top 5PSX0.8%

0.8%ATInot top 5

0.8%USFDnot top 5

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common19.3%

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

QVMM vs IWR Returns, Every Period

InvescoQVMM

+8.1%

5 years, per year

IWRiShares

+7.9%

5 years, per year

QVMMIWRFaded: behind in that period

1–3IWR wins

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

QVMM vs IWR

YTD

InvescoQVMM

+14.7%

IWRiShares

+16.9%

+14.7%Year to date+16.9%

−8.4%Worst drop · 1Y−8.2%

14.7%Volatility · 1Y13.4%

1.2%Yield1.1%

$423MAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: QVMM, IWR

Today

0.15%lowest, QVMM

FundExpense ratioFee$10k

QVMM0.15%$15

IWR0.18%$18

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

Yields: QVMM, IWR

1.24%highest, QVMM

FundTrailing yieldYield$10k

QVMM1.24%$124

IWR1.14%$114

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

Income After Fees on $10,000

$109most kept, QVMM

QVMM$124 − $15 = $109

IWR$114 − $18 = $96

KeptFee

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

Overlap: QVMM, IWR

Today

19.3%most shared, QVMM and IWR

QVMMIWR

QVMM—19.3%

IWR19.3%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

QVMMWorst drop−8.4%14.7% vol

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

Paid More vs Made More

YTD

QVMMIWR

+14.7%Year to date+16.9%

1.2%Yield1.1%

+17.7%Past year+18.2%

0.15%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026