Compare · 2 funds side by side · dividends reinvested

XMMO and VIG

XMMOInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

XMMO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.1

Invesco S&P MidCap Momentum ETFUS Stock Styles · Mid cap0.34%0.78%−8.4%−5.8%+19.0%+7.8%−27.3%24.0%$6.6B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: XMMO 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Momentum ETF · $6.6B$14,548

XMMO

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

XMMOMeasureVIG

−8.4%Year to dateJan 1 → Nov 5+12.5%

−5.8%1 yearTotal return+15.2%

+19.0%3 years · per year$10,000 became $16,860 · $16,814+18.9%

+7.8%5 years · per year$10,000 became $14,548 · $16,331+10.3%

0.34%Expense ratio$34 · $4 a year on $10k · lower is better0.04%

0.78%Trailing 12-mo yield$78 · $149 a year on $10k1.49%

−27.3%Worst dropSmaller is better−7.9%

24.0%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

XMMO vs VIG: Top 5 Holdings

Today

XMMO

17.8%in top 5

VIG

in top 522.1%

XMMOStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.2%FTInot top 5

4.1%ATInot top 5

4.1%ROIVnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

2.8%UTHRnot top 5

2.7%DINOnot top 5

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

XMMO vs VIG Returns, Every Period

InvescoXMMO

+7.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

XMMOVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XMMO vs VIG

YTD

InvescoXMMO

−8.4%

VIGVanguard

+12.5%

−8.4%Year to date+12.5%

−27.3%Worst drop · 1Y−7.9%

24.0%Volatility · 1Y10.8%

0.8%Yield1.5%

$6.6BAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XMMO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XMMO0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XMMO, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

XMMO0.78%$78

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

XMMO$78 − $34 = $44

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XMMO, VIG

Today

0.4%most shared, XMMO and VIG

XMMOVIG

XMMO—0.4%

VIG0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

XMMOWorst drop−27.3%24.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGXMMO

+12.5%Year to date−8.4%

1.5%Yield0.8%

+15.2%Past year−5.8%

0.04%Fee0.34%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026