Compare · 3 funds side by side · dividends reinvested

VO, XMVM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,925XMVM · best of the three

02 / 04

VO, XMVM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Value with Momentum ETFUS Stock Styles · Mid cap0.37%1.85%+16.8%+25.8%+20.5%+11.1%−9.2%13.9%$532M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: VO 2004 · XMVM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

XMVM

Invesco S&P MidCap Value with Momentum ETF · $532M$16,925

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureXMVM

+13.6%Year to dateJan 1 → Nov 9+16.8%

+15.6%1 yearTotal return+25.8%

+18.8%3 years · per year$10,000 became $16,763 · $17,487+20.5%

+6.8%5 years · per year$10,000 became $13,867 · $16,925+11.1%

0.03%Expense ratio$3 · $37 a year on $10k · lower is better0.37%

1.35%Trailing 12-mo yield$135 · $185 a year on $10k1.85%

−8.2%Worst dropSmaller is better−9.2%

13.1%VolatilityLower is calmer13.9%

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

3–5XMVM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs XMVM: Top 5 Holdings

Today

5.3%in top 5

XMVM

in top 513.1%

VOStockXMVM

not top 5PBF4.0%

not top 5DINO2.5%

not top 5M2.4%

not top 5THC2.2%

not top 5PAG2.1%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs XMVM Returns, Every Period

VanguardVO

+6.8%

5 years, per year

XMVMInvesco

+11.1%

5 years, per year

VOXMVMFaded: behind in that period

0–4XMVM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs XMVM

YTD

VanguardVO

+13.6%

XMVMInvesco

+16.8%

+13.6%Year to date+16.8%

−8.2%Worst drop · 1Y−9.2%

13.1%Volatility · 1Y13.9%

1.4%Yield1.8%

$103BAssets$532M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, XMVM, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

XMVM0.37%$37

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VO, XMVM, IWF

1.85%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.85%$185

VO1.35%$135

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, XMVM

XMVM$185 − $37 = $148

VO$135 − $3 = $132

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VO, XMVM, IWF

Today

9.2%most shared, VO and IWF

VOXMVMIWF

VO—0.0%9.2%

XMVM0.0%—0.0%

IWF9.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.8%XMVM, at 13.9% volatility

VOWorst drop−8.2%13.1% vol

XMVMWorst drop−9.2%13.9% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XMVMVO

+16.8%Year to date+13.6%

1.8%Yield1.4%

+25.8%Past year+15.6%

0.37%Fee0.03%

3–1XMVM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026