Compare · 2 funds side by side · dividends reinvested

XMVM and IWR

XMVMInvesco×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,282XMVM · best of the two

02 / 04

XMVM and IWR, 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%$534M1.3

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: XMVM 2005 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.2B$14,220

IWR

XMVM

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

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

IWRMeasureXMVM

+15.6%Year to dateJan 1 → Nov 3+17.9%

+16.7%1 yearTotal return+26.6%

+21.0%3 years · per year$10,000 became $17,698 · $18,488+22.7%

+7.3%5 years · per year$10,000 became $14,220 · $17,282+11.6%

0.18%Expense ratio$18 · $37 a year on $10k · lower is better0.37%

1.15%Trailing 12-mo yield$115 · $183 a year on $10k1.83%

−8.2%Worst dropSmaller is better−9.2%

13.4%VolatilityLower is calmer13.4%

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

2–5XMVM wins

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

More Ways to See the Pairs

IWR vs XMVM: Top 5 Holdings

Today

IWR

3.8%in top 5

XMVM

in top 513.5%

IWRStockXMVM

not top 5PBF4.3%

not top 5DINO2.7%

not top 5M2.4%

not top 5PAG2.0%

not top 5THC2.0%

1.0%MPCnot top 5

0.8%PSXnot top 5

0.8%SNOWnot top 5

0.7%NETnot top 5

0.6%MRNAnot top 5

Held in common3.7%

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

IWR vs XMVM Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

XMVMInvesco

+11.6%

5 years, per year

IWRXMVMFaded: behind in that period

0–4XMVM wins

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

IWR vs XMVM

YTD

iSharesIWR

+15.6%

XMVMInvesco

+17.9%

+15.6%Year to date+17.9%

−8.2%Worst drop · 1Y−9.2%

13.4%Volatility · 1Y13.4%

1.2%Yield1.8%

$58.2BAssets$534M

2–1XMVM wins

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

Cost, Income and Risk

Fees: XMVM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

XMVM0.37%$37

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

Yields: XMVM, IWR

1.83%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.83%$183

IWR1.15%$115

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

Income After Fees on $10,000

$146most kept, XMVM

XMVM$183 − $37 = $146

IWR$115 − $18 = $97

KeptFee

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

Overlap: XMVM, IWR

Today

3.7%most shared, XMVM and IWR

XMVMIWR

XMVM—3.7%

IWR3.7%—

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

Return vs Bumpiness: 2 ETFs

+26.6%XMVM, at 13.4% volatility

XMVMWorst drop−9.2%13.4% vol

IWRWorst drop−8.2%13.4% vol

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

Paid More vs Made More

YTD

XMVMIWR

+17.9%Year to date+15.6%

1.8%Yield1.2%

+26.6%Past year+16.7%

0.37%Fee0.18%

3–1XMVM wins

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