Compare · 2 funds side by side · dividends reinvested

XMVM and VIG

XMVMInvesco×VIGVanguard×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,513VIG · best of the two

Story of the two · IncomeMost incomeXMVM · 1.84% · $184 a year on $10k

Story of the two · RiskSmallest drop

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%1.84%+16.9%+23.3%+20.8%+10.5%−9.2%13.9%$546M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: XMVM 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P MidCap Value with Momentum ETF · $546M$16,473

XMVM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,513

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

XMVMMeasureVIG

+16.9%

More Ways to See the Pairs

XMVM vs VIG: Top 5 Holdings

Today

XMVM

13.4%in top 5

VIG

in top 522.1%

XMVMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.1%PBFnot top 5

not top 5LLY4.1%

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 13, 2026 · fee on $10,000 a year

Yields: XMVM, VIG

1Y

1.84%highest, XMVM

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+16.0%

+23.3%1 yearTotal return+16.3%

+20.8%3 years · per year$10,000 became $17,608 · $16,797+18.9%

+10.5%5 years · per year$10,000 became $16,473 · $16,513+10.6%

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

1.84%Trailing 12-mo yield$184 · $145 a year on $10k1.45%

−9.2%Worst dropSmaller is better−7.9%

13.9%VolatilityLower is calmer11.0%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JPM3.9%

2.6%DINOnot top 5

2.4%Mnot top 5

2.2%THCnot top 5

2.1%PAGnot top 5

Held in common0.6%

End-of-day Nov 13, 2026 · share of each fund

XMVM vs VIG Returns, Every Period

5Y

InvescoXMVM

+10.5%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

XMVMVIGFaded: behind in that period

3–1XMVM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XMVM vs VIG

YTD

InvescoXMVM

+16.9%

VIGVanguard

+16.0%

+16.9%Year to date+16.0%

−9.2%Worst drop · 1Y−7.9%

13.9%Volatility · 1Y11.0%

1.8%Yield1.4%

$546MAssets$109B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

XMVM1.84%$184

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, XMVM

XMVM$184 − $37 = $147

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.3%XMVM, at 13.9% volatility

VIGWorst drop−7.9%11.0% vol

XMVMWorst drop−9.2%13.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XMVMVIG

+16.9%Year to date+16.0%

1.8%Yield1.4%

+23.3%Past year+16.3%

0.37%Fee0.04%

3–1XMVM wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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XMVM and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two