Compare · 3 funds side by side · dividends reinvested

XMVM, IWR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941XMVM · best of the three

02 / 04

XMVM, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Value with Momentum ETFUS Stock Styles · Mid cap0.37%1.89%+14.3%+22.9%+20.5%+11.1%−9.2%13.8%$550M1.5

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.9%+14.7%+19.2%+6.8%−8.2%13.8%$56.8B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: XMVM 2005 · IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Value with Momentum ETF · $550M$16,941

XMVM

IWR

iShares Russell Mid-Cap ETF · $56.8B$13,924

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

XMVMMeasureIWR

+14.3%Year to dateJan 1 → Nov 6+12.9%

+22.9%1 yearTotal return+14.7%

+20.5%3 years · per year$10,000 became $17,496 · $16,955+19.2%

+11.1%5 years · per year$10,000 became $16,941 · $13,924+6.8%

0.37%Expense ratio$37 · $18 a year on $10k · lower is better0.18%

1.89%Trailing 12-mo yield$189 · $118 a year on $10k1.18%

−9.2%Worst dropSmaller is better−8.2%

13.8%VolatilityLower is calmer13.8%

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

5–2XMVM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XMVM vs IWR: Top 5 Holdings

Today

XMVM

13.3%in top 5

IWR

in top 53.5%

XMVMStockIWR

4.0%PBFnot top 5

2.5%DINOnot top 5

2.5%Mnot top 5

2.2%THCnot top 5

2.1%PAGnot top 5

not top 5MPC0.8%

not top 5PSX0.7%

not top 5SNOW0.7%

not top 5MRNA0.7%

not top 5RCL0.6%

Held in common3.7%

End-of-day Nov 6, 2026 · share of each fund

XMVM vs IWR Returns, Every Period

InvescoXMVM

+11.1%

5 years, per year

IWRiShares

+6.8%

5 years, per year

XMVMIWRFaded: behind in that period

4–0XMVM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XMVM vs IWR

YTD

InvescoXMVM

+14.3%

IWRiShares

+12.9%

+14.3%Year to date+12.9%

−9.2%Worst drop · 1Y−8.2%

13.8%Volatility · 1Y13.8%

1.9%Yield1.2%

$550MAssets$56.8B

2–1XMVM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XMVM, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

XMVM0.37%$37

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XMVM, IWR, VUG

1.89%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.89%$189

IWR1.18%$118

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, XMVM

XMVM$189 − $37 = $152

IWR$118 − $18 = $100

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XMVM, IWR, VUG

Today

7.0%most shared, IWR and VUG

XMVMIWRVUG

XMVM—3.7%0.0%

IWR3.7%—7.0%

VUG0.0%7.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%XMVM, at 13.8% volatility

XMVMWorst drop−9.2%13.8% vol

IWRWorst drop−8.2%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XMVMIWR

+14.3%Year to date+12.9%

1.9%Yield1.2%

+22.9%Past year+14.7%

0.37%Fee0.18%

3–1XMVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026