Compare · 2 funds side by side · dividends reinvested

XMVM and IWR

XMVMInvesco×IWRiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,738XMVM · best of the two

Story of the two · IncomeMost incomeXMVM · 1.85% · $185 a year on $10k

Story of the two · RiskSmallest drop

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%1.85%+16.7%+23.4%+20.4%+10.9%−9.2%13.9%$546M1.3

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.8%+16.1%+18.8%+7.1%−8.2%14.1%$58.6B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: XMVM 2005 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P MidCap Value with Momentum ETF · $546M$16,738

XMVM

IWR

iShares Russell Mid-Cap ETF · $58.6B$14,067

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

XMVMMeasureIWR

+16.7%

More Ways to See the Pairs

XMVM vs IWR: Top 5 Holdings

Today

XMVM

13.3%in top 5

IWR

in top 53.7%

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

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 12, 2026 · fee on $10,000 a year

Yields: XMVM, IWR

1Y

1.85%highest, XMVM

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+15.8%

+23.4%1 yearTotal return+16.1%

+20.4%3 years · per year$10,000 became $17,439 · $16,780+18.8%

+10.9%5 years · per year$10,000 became $16,738 · $14,067+7.1%

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

1.85%Trailing 12-mo yield$185 · $115 a year on $10k1.15%

−9.2%Worst dropSmaller is better−8.2%

13.9%VolatilityLower is calmer14.1%

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

6–2XMVM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MPC0.9%

not top 5PSX0.7%

not top 5SNOW0.7%

not top 5NET0.7%

not top 5MRNA0.7%

Held in common3.6%

End-of-day Nov 12, 2026 · share of each fund

XMVM vs IWR Returns, Every Period

5Y

InvescoXMVM

+10.9%

5 years, per year

IWRiShares

+7.1%

5 years, per year

XMVMIWRFaded: behind in that period

4–0XMVM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

XMVM vs IWR

YTD

InvescoXMVM

+16.7%

IWRiShares

+15.8%

+16.7%Year to date+15.8%

−9.2%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y14.1%

1.8%Yield1.2%

$546MAssets$58.6B

3–1XMVM wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

XMVM1.85%$185

IWR1.15%$115

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

Income After Fees on $10,000

1Y

$148most kept, XMVM

XMVM$185 − $37 = $148

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XMVM, IWR

Today

3.6%most shared, XMVM and IWR

XMVMIWR

XMVM—3.6%

IWR3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.4%XMVM, at 13.9% volatility

XMVMWorst drop−9.2%13.9% vol

IWRWorst drop−8.2%14.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XMVMIWR

+16.7%Year to date+15.8%

1.8%Yield1.2%

+23.4%Past year+16.1%

0.37%Fee0.18%

3–1XMVM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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XMVM and IWR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two