INVN vs XMHQ

AINVN

BXMHQ

Measures won0–4XMHQ wins · of 6 · 5Y

$10,000 · 5Y$17,002XMHQ

Lowest cost0.30%XMHQ · $30 on $10k

Most income0.54%XMHQ · $54 on $10k

Smallest drop−8.4%XMHQ · worst fall in 1Y

Held in common10.1%INVN and XMHQ

INVN

XMHQ

Alger Russell Innovation ETF · $11MInvesco S&P MidCap Quality ETF · $5.8B

[…]3 years · per year[…] · $17,048+19.5%

[…]5 years · per year[…] · $17,002+11.2%

0.55%Expense ratio$55 · $30 on $10k · lower wins0.30%

0.23%12-mo yield$23 · $54 on $10k0.54%

−20.4%Worst dropSmaller wins−8.4%

25.1%VolatilityLower wins14.7%

0–4XMHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsINVN · XMHQ

2.5%EXEL3.9%

2.5%DOCU2.3%

2.1%NBIX1.9%

2.3%CART1.3%

Held in common10.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.54%	+1.0%	+19.0%	+19.2%	+19.5%	+11.2%	−8.4%	$5.8B
2	AINVN	Alger Russell Innovation ETFRead Desk		0.55%	0.23%	+2.2%	+26.8%	+29.8%	new	new	−20.4%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.54%	+1.0%	+19.0%	+19.2%	+19.5%	+11.2%	−8.4%	$5.8B
2	AINVN	Alger Russell Innovation ETFRead Desk		0.55%	0.23%	+2.2%	+26.8%	+29.8%	new	new	−20.4%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INVN vs XMHQ

INVN

Alger Russell Innovation

[…]

XMHQ

Invesco S&P MidCap Quality

$17,002

MeasureINVNXMHQ

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield0.23%0.54%

5 years, per year[…]+11.2%

3 years, per year[…]+19.5%

Worst drop · 1Y−20.4%−8.4%

Volatility · 1Y25.1%14.7%

4–0measures won
XMHQ first

10.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: INVN, XMHQ

Today

10.1%most shared, INVN and XMHQ

INVNXMHQ

INVN—10.1%

XMHQ10.1%—

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

Income After Fees on $10,000

$24most kept, XMHQ

XMHQ$54 − $30 = $24

INVN$23 − $55 = −$32

KeptFee

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