Compare · 2 funds side by side · dividends reinvested

XMVM and VIG

XMVMInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,831XMVM · best of the two

02 / 04

XMVM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$534M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Value with Momentum ETF · $534M$17,831

XMVM

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

XMVMMeasureVIG

+18.8%Year to dateJan 1 → Nov 4+16.4%

+27.8%1 yearTotal return+18.9%

+22.8%3 years · per year$10,000 became $18,499 · $17,533+20.6%

+12.3%5 years · per year$10,000 became $17,831 · $17,005+11.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

1.81%Trailing 12-mo yield$181 · $144 a year on $10k1.44%

−9.2%Worst dropSmaller is better−7.9%

13.4%VolatilityLower is calmer10.2%

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

5–3XMVM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XMVM vs VIG: Top 5 Holdings

Today

XMVM

13.7%in top 5

VIG

in top 522.1%

XMVMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%PBFnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.8%DINOnot top 5

2.4%Mnot top 5

2.0%PAGnot top 5

2.0%THCnot top 5

Held in common0.6%

End-of-day Nov 4, 2026 · share of each fund

XMVM vs VIG Returns, Every Period

InvescoXMVM

+12.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

XMVMVIGFaded: behind in that period

4–0XMVM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XMVM vs VIG

YTD

InvescoXMVM

+18.8%

VIGVanguard

+16.4%

+18.8%Year to date+16.4%

−9.2%Worst drop · 1Y−7.9%

13.4%Volatility · 1Y10.2%

1.8%Yield1.4%

$534MAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XMVM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XMVM0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XMVM, VIG

1.81%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.81%$181

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$144most kept, XMVM

XMVM$181 − $37 = $144

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XMVM, VIG

Today

0.6%most shared, XMVM and VIG

XMVMVIG

XMVM—0.6%

VIG0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.8%XMVM, at 13.4% volatility

VIGWorst drop−7.9%10.2% vol

XMVMWorst drop−9.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XMVMVIG

+18.8%Year to date+16.4%

1.8%Yield1.4%

+27.8%Past year+18.9%

0.37%Fee0.04%

3–1XMVM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026