Compare · 3 funds side by side · dividends reinvested

XMVM, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

XMVM, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Value with Momentum ETFUS Stock Styles · Mid cap0.37%1.83%+17.9%+26.6%+22.7%+11.6%−9.2%13.4%$534M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.3

Rank among the three1st → 3rdFee, 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: XMVM 2005 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Value with Momentum ETF · $534M$17,282

XMVM

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

XMVMMeasureIJH

+17.9%Year to dateJan 1 → Nov 3+13.2%

+26.6%1 yearTotal return+15.7%

+22.7%3 years · per year$10,000 became $18,488 · $16,625+18.5%

+11.6%5 years · per year$10,000 became $17,282 · $14,303+7.4%

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

1.83%Trailing 12-mo yield$183 · $122 a year on $10k1.22%

−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 3, 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

13.5%in top 5

IJH

in top 53.9%

XMVMStockIJH

4.3%PBFnot top 5

2.7%DINOnot top 5

2.4%Mnot top 5

2.0%PAGnot top 5

2.0%THCnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common19.5%

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

XMVM vs IJH Returns, Every Period

InvescoXMVM

+11.6%

5 years, per year

IJHiShares

+7.4%

5 years, per year

XMVMIJHFaded: behind in that period

4–0XMVM wins

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

XMVM vs IJH

YTD

InvescoXMVM

+17.9%

IJHiShares

+13.2%

+17.9%Year to date+13.2%

−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 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XMVM, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

XMVM0.37%$37

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

Yields: XMVM, IJH, VOO

1.83%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.83%$183

IJH1.22%$122

VOO1.07%$107

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

Income After Fees on $10,000

$146most kept, XMVM

XMVM$183 − $37 = $146

IJH$122 − $5 = $117

VOO$107 − $3 = $104

KeptFee

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

Overlap: XMVM, IJH, VOO

Today

19.5%most shared, XMVM and IJH

XMVMIJHVOO

XMVM—19.5%0.0%

IJH19.5%—0.1%

VOO0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+26.6%XMVM, at 13.4% volatility

VOOWorst drop−8.9%12.7% vol

XMVMWorst drop−9.2%13.4% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

XMVMIJH

+17.9%Year to date+13.2%

1.8%Yield1.2%

+26.6%Past year+15.7%

0.37%Fee0.05%

3–1XMVM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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