Compare · 2 funds side by side · dividends reinvested

XMVM and SPY

XMVMInvesco×SPYSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,051 · 2022SPY$18,060XMVM$17,831Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two
02 / 04

XMVM and SPY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4
Invesco S&P MidCap Value with Momentum ETFUS Stock Styles · Mid cap0.37%1.81%+18.8%+27.8%+22.8%+12.3%−9.2%13.4%$543M1.6
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: XMVM 2005 · SPY 1993
@TheETFTracker·theetftracker.com

Head to Head

5Y
Invesco S&P MidCap Value with Momentum ETF · $543M$17,831
XMVM
SPY
State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XMVMMeasureSPY
+18.8%Year to dateJan 1 → Nov 4+13.3%
+27.8%1 yearTotal return+13.4%
+22.8%3 years · per year$10,000 became $18,499 · $19,132+24.1%
+12.3%5 years · per year$10,000 became $17,831 · $18,060+12.6%
0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%
1.81%Trailing 12-mo yield$181 · $99 a year on $10k0.99%
−9.2%Worst dropSmaller is better−8.9%
13.4%VolatilityLower is calmer12.9%
XMVMSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5SPY wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

XMVM vs SPY: Top 5 Holdings

Today
13.7%in top 5
SPY
in top 527.3%
XMVMStockSPY
not top 5NVDA7.7%
not top 5AAPL7.4%
not top 5MSFT5.9%
4.5%PBFnot top 5
not top 5AMZN3.8%
2.8%DINOnot top 5
not top 5GOOGL2.5%
2.4%Mnot top 5
2.0%PAGnot top 5
2.0%THCnot top 5
Held in common0.0%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

XMVM vs SPY Returns, Every Period

5Y
InvescoXMVM
+12.3%
5 years, per year
SPYSPDR
+12.6%
5 years, per year
0%+10%+20%+30%+18.8%+13.3%YTD+27.8%+13.4%1 year+22.8%+24.1%3 yrs · yr+12.3%+12.6%5 yrs · yr
XMVMSPYFaded: behind in that period
2–2Level
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Core: XMVM vs SPY

YTD
InvescoXMVM
+18.8%
SPYSPDR
+13.3%
Jan 1Nov 4+18.8%+13.3%
+18.8%Year to date+13.3%
−9.2%Worst drop · 1Y−8.9%
13.4%Volatility · 1Y12.9%
1.8%Yield1.0%
$543MAssets$805B
2–2level
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: XMVM, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
XMVM0.37%$37
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: XMVM, SPY

1Y
1.81%highest, XMVM
FundTrailing yieldYield$10k
XMVM1.81%$181
SPY0.99%$99
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$144most kept, XMVM
XMVM$181 − $37 = $144
SPY$99 − $9 = $90
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: XMVM, SPY

Today
0.0%most shared, XMVM and SPY
XMVMSPY
XMVM—0.0%
SPY0.0%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+27.8%XMVM, at 13.4% volatility
0%+10%+20%+30%+40%5%10%15%Volatility · 1 year → bumpierXMVM +27.8%SPY +13.4%
SPYWorst drop−8.9%12.9% vol
XMVMWorst drop−9.2%13.4% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+18.8%+13.3%
+18.8%Year to date+13.3%
1.8%Yield1.0%
+27.8%Past year+13.4%
0.37%Fee0.09%
3–1XMVM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com