Compare · 2 funds side by side · dividends reinvested

XMHQ and VIG

XMHQInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

XMHQ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Invesco S&P MidCap Quality ETFUS Stock Styles · Mid cap0.30%0.54%+19.0%+19.2%+19.5%+11.2%−8.4%14.7%$5.8B1.8

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: XMHQ 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Quality ETF · $5.8B$17,002

XMHQ

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

XMHQMeasureVIG

+19.0%Year to dateJan 1 → Nov 4+16.4%

+19.2%1 yearTotal return+18.9%

+19.5%3 years · per year$10,000 became $17,048 · $17,533+20.6%

+11.2%5 years · per year$10,000 became $17,002 · $17,005+11.2%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

0.54%Trailing 12-mo yield$54 · $144 a year on $10k1.44%

−8.4%Worst dropSmaller is better−7.9%

14.7%VolatilityLower is calmer10.2%

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

2–5VIG wins

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

More Ways to See the Pairs

XMHQ vs VIG: Top 5 Holdings

Today

XMHQ

18.8%in top 5

VIG

in top 522.1%

XMHQStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.1%FTInot top 5

3.9%MANHnot top 5

not top 5JPM3.9%

3.9%EXELnot top 5

3.8%MEDPnot top 5

3.1%UTHRnot top 5

Held in common0.8%

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

XMHQ vs VIG Returns, Every Period

InvescoXMHQ

+11.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

XMHQVIGFaded: behind in that period

2–1XMHQ wins

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

Stocks vs Income: XMHQ vs VIG

YTD

InvescoXMHQ

+19.0%

VIGVanguard

+16.4%

+19.0%Year to date+16.4%

−8.4%Worst drop · 1Y−7.9%

14.7%Volatility · 1Y10.2%

0.5%Yield1.4%

$5.8BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: XMHQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XMHQ0.30%$30

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

Yields: XMHQ, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

XMHQ0.54%$54

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

XMHQ$54 − $30 = $24

KeptFee

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

Overlap: XMHQ, VIG

Today

0.8%most shared, XMHQ and VIG

XMHQVIG

XMHQ—0.8%

VIG0.8%—

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

Return vs Bumpiness: 2 ETFs

+19.2%XMHQ, at 14.7% volatility

VIGWorst drop−7.9%10.2% vol

XMHQWorst drop−8.4%14.7% vol

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

Paid More vs Made More

YTD

VIGXMHQ

+16.4%Year to date+19.0%

1.4%Yield0.5%

+18.9%Past year+19.2%

0.04%Fee0.30%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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