Compare · 2 funds side by side · dividends reinvested

XMVM and IJH

XMVMInvesco×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,831XMVM · best of the two

02 / 04

XMVM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Value with Momentum ETFUS Stock Styles · Mid cap0.37%1.81%+18.8%+27.8%+22.8%+12.3%−9.2%13.4%$534M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.8

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: XMVM 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Value with Momentum ETF · $534M$17,831

XMVM

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 19.4% in common

XMVMMeasureIJH

+18.8%Year to dateJan 1 → Nov 4+13.9%

+27.8%1 yearTotal return+16.4%

+22.8%3 years · per year$10,000 became $18,499 · $16,594+18.4%

+12.3%5 years · per year$10,000 became $17,831 · $14,620+7.9%

0.37%Expense ratio$37 · $5 a year on $10k · lower is better0.05%

1.81%Trailing 12-mo yield$181 · $121 a year on $10k1.21%

−9.2%Worst dropSmaller is better−8.8%

13.4%VolatilityLower is calmer15.0%

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

6–2XMVM wins

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

More Ways to See the Pairs

XMVM vs IJH: Top 5 Holdings

Today

XMVM

13.7%in top 5

IJH

in top 53.6%

XMVMStockIJH

4.5%PBFnot top 5

2.8%DINOnot top 5

2.4%Mnot top 5

2.0%PAGnot top 5

2.0%THCnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common19.4%

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

XMVM vs IJH Returns, Every Period

InvescoXMVM

+12.3%

5 years, per year

IJHiShares

+7.9%

5 years, per year

XMVMIJHFaded: behind in that period

4–0XMVM wins

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

XMVM vs IJH

YTD

InvescoXMVM

+18.8%

IJHiShares

+13.9%

+18.8%Year to date+13.9%

−9.2%Worst drop · 1Y−8.8%

13.4%Volatility · 1Y15.0%

1.8%Yield1.2%

$534MAssets$125B

3–1XMVM wins

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

Cost, Income and Risk

Fees: XMVM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

XMVM0.37%$37

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

Yields: XMVM, IJH

1.81%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.81%$181

IJH1.21%$121

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

Income After Fees on $10,000

$144most kept, XMVM

XMVM$181 − $37 = $144

IJH$121 − $5 = $116

KeptFee

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

Overlap: XMVM, IJH

Today

19.4%most shared, XMVM and IJH

XMVMIJH

XMVM—19.4%

IJH19.4%—

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

Return vs Bumpiness: 2 ETFs

+27.8%XMVM, at 13.4% volatility

XMVMWorst drop−9.2%13.4% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

XMVMIJH

+18.8%Year to date+13.9%

1.8%Yield1.2%

+27.8%Past year+16.4%

0.37%Fee0.05%

3–1XMVM wins

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026