Compare · 2 funds side by side · dividends reinvested

XMVM and SCHD

XMVMInvesco×SCHDSchwab×

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 SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

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%$534M1.8

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

XMVM

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

XMVMMeasureSCHD

+17.9%Year to dateJan 1 → Nov 3+32.8%

+26.6%1 yearTotal return+37.6%

+22.7%3 years · per year$10,000 became $18,488 · $17,784+21.2%

+11.6%5 years · per year$10,000 became $17,282 · $16,352+10.3%

0.37%Expense ratio$37 · $6 a year on $10k · lower is better0.06%

1.83%Trailing 12-mo yield$183 · $297 a year on $10k2.97%

−9.2%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.4%

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

2–6SCHD 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 SCHD: Top 5 Holdings

Today

XMVM

13.5%in top 5

SCHD

in top 521.4%

XMVMStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

4.3%PBFnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.7%DINOnot top 5

2.4%Mnot top 5

2.0%PAGnot top 5

2.0%THCnot top 5

Held in common2.3%

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

XMVM vs SCHD Returns, Every Period

InvescoXMVM

+11.6%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

XMVMSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: XMVM vs SCHD

YTD

InvescoXMVM

+17.9%

SCHDSchwab

+32.8%

+17.9%Year to date+32.8%

−9.2%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.4%

1.8%Yield3.0%

$534MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: XMVM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XMVM0.37%$37

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

Yields: XMVM, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

XMVM1.83%$183

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

XMVM$183 − $37 = $146

KeptFee

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

Overlap: XMVM, SCHD

Today

2.3%most shared, XMVM and SCHD

XMVMSCHD

XMVM—2.3%

SCHD2.3%—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

XMVMWorst drop−9.2%13.4% vol

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

Paid More vs Made More

YTD

SCHDXMVM

+32.8%Year to date+17.9%

3.0%Yield1.8%

+37.6%Past year+26.6%

0.06%Fee0.37%

4–0SCHD 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