Compare · 2 funds side by side · dividends reinvested

XMHQ and VO

XMHQInvesco×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,455XMHQ · best of the two

02 / 04

XMHQ and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.4

Invesco S&P MidCap Quality ETFUS Stock Styles · Mid cap0.30%0.55%+17.9%+17.8%+19.2%+10.5%−8.4%14.7%$5.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XMHQ 2006 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Quality ETF · $5.8B$16,455

XMHQ

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

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

XMHQMeasureVO

+17.9%Year to dateJan 1 → Nov 3+13.8%

+17.8%1 yearTotal return+13.9%

+19.2%3 years · per year$10,000 became $16,923 · $17,496+20.5%

+10.5%5 years · per year$10,000 became $16,455 · $13,977+6.9%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

0.55%Trailing 12-mo yield$55 · $135 a year on $10k1.35%

−8.4%Worst dropSmaller is better−8.2%

14.7%VolatilityLower is calmer12.4%

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

3–5VO wins

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

More Ways to See the Pairs

XMHQ vs VO: Top 5 Holdings

Today

XMHQ

18.6%in top 5

in top 55.3%

XMHQStockVO

4.1%FTInot top 5

3.9%MANHnot top 5

3.8%EXELnot top 5

3.7%MEDPnot top 5

3.1%UTHRnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

XMHQ vs VO Returns, Every Period

InvescoXMHQ

+10.5%

5 years, per year

VOVanguard

+6.9%

5 years, per year

XMHQVOFaded: behind in that period

3–1XMHQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XMHQ vs VO

YTD

InvescoXMHQ

+17.9%

VOVanguard

+13.8%

+17.9%Year to date+13.8%

−8.4%Worst drop · 1Y−8.2%

14.7%Volatility · 1Y12.4%

0.5%Yield1.3%

$5.8BAssets$103B

3–1VO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XMHQ, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

XMHQ0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XMHQ, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

XMHQ0.55%$55

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

XMHQ$55 − $30 = $25

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XMHQ, VO

Today

0.0%most shared, XMHQ and VO

XMHQVO

XMHQ—0.0%

VO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.8%XMHQ, at 14.7% volatility

VOWorst drop−8.2%12.4% vol

XMHQWorst drop−8.4%14.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOXMHQ

+13.8%Year to date+17.9%

1.3%Yield0.5%

+13.9%Past year+17.8%

0.03%Fee0.30%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026