Compare · 3 funds side by side · dividends reinvested

XMHQ, PRFZ and MCOW

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, PRFZ and MCOW, 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%$5.7B1.4

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.86%+13.8%+16.1%+20.1%+7.7%−10.4%17.4%$2.6B1.8

Pacer Funds Trust - Pacer S&P MidCap 400 Quality FCF Aristocrats ETFUS Stock Styles · Mid cap0.49%0.25%+11.3%+8.2%[…][…]−13.9%17.3%$1M2.8

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 · PRFZ 2006 · MCOW 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

XMHQ

PRFZ

Invesco RAFI US 1500 Small-Mid ETF · $2.6B$14,501

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

XMHQMeasurePRFZ

+15.5%Year to dateJan 1 → Nov 6+13.8%

+15.2%1 yearTotal return+16.1%

+17.4%3 years · per year$10,000 became $16,191 · $17,336+20.1%

+10.1%5 years · per year$10,000 became $16,173 · $14,501+7.7%

0.30%Expense ratio$30 · $36 a year on $10k · lower is better0.36%

0.56%Trailing 12-mo yield$56 · $86 a year on $10k0.86%

−8.4%Worst dropSmaller is better−10.4%

15.0%VolatilityLower is calmer17.4%

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

5–3XMHQ 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 PRFZ: Top 5 Holdings

Today

XMHQ

18.3%in top 5

PRFZ

in top 52.1%

XMHQStockPRFZ

4.0%MANHnot top 5

3.8%FTInot top 5

3.8%EXELnot top 5

3.7%MEDPnot top 5

3.0%UTHRnot top 5

not top 5SN0.5%

not top 5PAYC0.4%

not top 5DOCU0.4%

not top 5CBRL0.4%

not top 5HRB0.4%

Held in common4.8%

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

XMHQ vs PRFZ Returns, Every Period

InvescoXMHQ

+10.1%

5 years, per year

PRFZInvesco

+7.7%

5 years, per year

XMHQPRFZFaded: behind in that period

2–2Level

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

XMHQ vs PRFZ

YTD

InvescoXMHQ

+15.5%

PRFZInvesco

+13.8%

+15.5%Year to date+13.8%

−8.4%Worst drop · 1Y−10.4%

15.0%Volatility · 1Y17.4%

0.6%Yield0.9%

$5.7BAssets$2.6B

3–1XMHQ wins

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

Cost, Income and Risk

Fees: XMHQ, PRFZ, MCOW

Today

0.30%lowest, XMHQ

FundExpense ratioFee$10k

XMHQ0.30%$30

PRFZ0.36%$36

MCOW0.49%$49

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

Yields: XMHQ, PRFZ, MCOW

0.86%highest, PRFZ

FundTrailing yieldYield$10k

PRFZ0.86%$86

XMHQ0.56%$56

MCOW0.25%$25

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

Income After Fees on $10,000

$50most kept, PRFZ

PRFZ$86 − $36 = $50

XMHQ$56 − $30 = $26

MCOW$25 − $49 = −$24

KeptFee

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

Overlap: XMHQ, PRFZ, MCOW

Today

44.0%most shared, XMHQ and MCOW

XMHQPRFZMCOW

XMHQ—4.8%44.0%

PRFZ4.8%—6.0%

MCOW44.0%6.0%—

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

Return vs Bumpiness: 3 ETFs

+16.1%PRFZ, at 17.4% volatility

XMHQWorst drop−8.4%15.0% vol

MCOWWorst drop−13.9%17.3% vol

PRFZWorst drop−10.4%17.4% vol

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

Paid More vs Made More

YTD

PRFZXMHQ

+13.8%Year to date+15.5%

0.9%Yield0.6%

+16.1%Past year+15.2%

0.36%Fee0.30%

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