Compare · 2 funds side by side · dividends reinvested

XMVM and VUG

XMVMInvesco×VUGVanguard×

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 VUG, 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%$543M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: XMVM 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Value with Momentum ETF · $543M$17,831

XMVM

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

XMVMMeasureVUG

+18.8%Year to dateJan 1 → Nov 4+6.3%

+27.8%1 yearTotal return+3.4%

+22.8%3 years · per year$10,000 became $18,499 · $19,712+25.4%

+12.3%5 years · per year$10,000 became $17,831 · $17,153+11.4%

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

1.81%Trailing 12-mo yield$181 · $40 a year on $10k0.40%

−9.2%Worst dropSmaller is better−16.1%

13.4%VolatilityLower is calmer18.2%

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

6–2XMVM 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 VUG: Top 5 Holdings

Today

XMVM

13.7%in top 5

VUG

in top 545.2%

XMVMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

4.5%PBFnot top 5

not top 5AVGO4.3%

2.8%DINOnot top 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

XMVM vs VUG Returns, Every Period

InvescoXMVM

+12.3%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

XMVMVUGFaded: behind in that period

3–1XMVM wins

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

XMVM vs VUG

YTD

InvescoXMVM

+18.8%

VUGVanguard

+6.3%

+18.8%Year to date+6.3%

−9.2%Worst drop · 1Y−16.1%

13.4%Volatility · 1Y18.2%

1.8%Yield0.4%

$543MAssets$233B

4–0XMVM wins

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

Cost, Income and Risk

Fees: XMVM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XMVM0.37%$37

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

Yields: XMVM, VUG

1.81%highest, XMVM

FundTrailing yieldYield$10k

XMVM1.81%$181

VUG0.40%$40

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

Income After Fees on $10,000

$144most kept, XMVM

XMVM$181 − $37 = $144

VUG$40 − $3 = $37

KeptFee

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

Overlap: XMVM, VUG

Today

0.0%most shared, XMVM and VUG

XMVMVUG

XMVM—0.0%

VUG0.0%—

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

XMVMWorst drop−9.2%13.4% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

XMVMVUG

+18.8%Year to date+6.3%

1.8%Yield0.4%

+27.8%Past year+3.4%

0.37%Fee0.03%

3–1XMVM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026