Compare · 3 funds side by side · dividends reinvested

XMHQ, FBT and SAWG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,173XMHQ · best of the three

02 / 04

XMHQ, FBT and SAWG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Quality ETFUS Stock Styles · Mid cap0.30%0.56%+15.5%+15.2%+17.4%+10.1%−8.4%15.0%$5.7B1.5

First Trust NYSE Arca Biotechnology Index FundSectors · Technology0.55%0.00%+28.9%+35.7%+25.8%+10.1%−14.3%22.3%$3.0B2.1

AAM Sawgrass US Large Cap Quality Growth ETFUS Stock Styles · Growth0.49%0.26%+7.2%+7.0%[…][…]−11.4%14.2%$3M2.2

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

End-of-day Nov 6, 2026 · returns include dividends · since: XMHQ 2006 · FBT 2006 · SAWG 2024

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Quality ETF · $5.7B$16,173

XMHQ

FBT

First Trust NYSE Arca Biotechnology Index Fund · $3.0B$16,155

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

XMHQMeasureFBT

+15.5%Year to dateJan 1 → Nov 6+28.9%

+15.2%1 yearTotal return+35.7%

+17.4%3 years · per year$10,000 became $16,191 · $19,900+25.8%

+10.1%5 years · per year$10,000 became $16,173 · $16,155+10.1%

0.30%Expense ratio$30 · $55 a year on $10k · lower is better0.55%

0.56%Trailing 12-mo yield$56 · $0 a year on $10k0.00%

−8.4%Worst dropSmaller is better−14.3%

15.0%VolatilityLower is calmer22.3%

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

4–3XMHQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XMHQ vs FBT: Top 5 Holdings

Today

XMHQ

18.3%in top 5

FBT

in top 520.6%

XMHQStockFBT

not top 5GMAB4.7%

not top 5ADMA4.3%

not top 5REGN4.0%

4.0%MANHnot top 5

3.8%FTInot top 5

3.8%EXEL3.8%

not top 5NBIX3.7%

3.7%MEDPnot top 5

3.0%UTHRnot top 5

Held in common8.7%

End-of-day Nov 6, 2026 · share of each fund

XMHQ vs FBT Returns, Every Period

InvescoXMHQ

+10.1%

5 years, per year

FBTFirst Trust

+10.1%

5 years, per year

XMHQFBTFaded: behind in that period

0–3FBT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XMHQ vs SAWG

YTD

InvescoXMHQ

+15.5%

SAWGAAM

+7.2%

+15.5%Year to date+7.2%

−8.4%Worst drop · 1Y−11.4%

15.0%Volatility · 1Y14.2%

0.6%Yield0.3%

$5.7BAssets$2.9M

3–1XMHQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XMHQ, FBT, SAWG

Today

0.30%lowest, XMHQ

FundExpense ratioFee$10k

XMHQ0.30%$30

SAWG0.49%$49

FBT0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XMHQ, FBT, SAWG

0.56%highest, XMHQ

FundTrailing yieldYield$10k

XMHQ0.56%$56

SAWG0.26%$26

FBT0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$26most kept, XMHQ

XMHQ$56 − $30 = $26

SAWG$26 − $49 = −$23

FBT$0 − $55 = −$55

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XMHQ, FBT, SAWG

Today

10.3%most shared, FBT and SAWG

XMHQFBTSAWG

XMHQ—8.7%6.5%

FBT8.7%—10.3%

SAWG6.5%10.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+35.7%FBT, at 22.3% volatility

SAWGWorst drop−11.4%14.2% vol

XMHQWorst drop−8.4%15.0% vol

FBTWorst drop−14.3%22.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XMHQFBT

+15.5%Year to date+28.9%

0.6%Yield0.0%

+15.2%Past year+35.7%

0.30%Fee0.55%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026