Compare · 3 funds side by side · dividends reinvested

XMVM, VO and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,039XMVM · best of the three

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

Story of the three · RiskSmallest drop

XMVM, VO and IWF, 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%+16.8%+24.1%+19.7%+11.2%−9.2%13.9%$532M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: XMVM 2005 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P MidCap Value with Momentum ETF · $532M$17,039

XMVM

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

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

XMVMMeasure

More Ways to See the Pairs

XMVM vs VO: Top 5 Holdings

Today

XMVM

13.3%in top 5

VO

in top 55.3%

XMVMStockVO

4.0%PBFnot top 5

2.5%Mnot top 5

2.5%DINOnot top 5

2.2%THCnot top 5

2.1%PAGnot top 5

Cost, Income and Risk

Fees: XMVM, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

XMVM0.37%$37

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

Yields: XMVM, VO, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VO

+16.8%Year to dateJan 1 → Nov 10+13.6%

+24.1%1 yearTotal return+14.4%

+19.7%3 years · per year$10,000 became $17,142 · $16,445+18.0%

+11.2%5 years · per year$10,000 became $17,039 · $13,829+6.7%

0.37%Expense ratio$37 · $3 a year on $10k · lower is better0.03%

1.84%Trailing 12-mo yield$184 · $135 a year on $10k1.35%

−9.2%Worst dropSmaller is better−8.2%

13.9%VolatilityLower is calmer13.0%

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

5–3XMVM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

XMVM vs VO Returns, Every Period

5Y

InvescoXMVM

+11.2%

5 years, per year

VOVanguard

+6.7%

5 years, per year

XMVMVOFaded: behind in that period

4–0XMVM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

XMVM vs VO

YTD

InvescoXMVM

+16.8%

VOVanguard

+13.6%

+16.8%Year to date+13.6%

−9.2%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y13.0%

1.8%Yield1.4%

$532MAssets$103B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.84%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.84%$184

VO1.35%$135

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, XMVM

XMVM$184 − $37 = $147

VO$135 − $3 = $132

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XMVM, VO, IWF

Today

9.3%most shared, VO and IWF

XMVMVOIWF

XMVM—0.0%0.0%

VO0.0%—9.3%

IWF0.0%9.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.1%XMVM, at 13.9% volatility

VOWorst drop−8.2%13.0% vol

XMVMWorst drop−9.2%13.9% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XMVMVO

+16.8%Year to date+13.6%

1.8%Yield1.4%

+24.1%Past year+14.4%

0.37%Fee0.03%

3–1XMVM wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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XMVM, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three