IWR vs XMVM

AIWR

BXMVM

Measures won2–3XMVM wins · of 6 · 5Y

$10,000 · 5Y$17,282XMVM · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%XMVM · $183 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common3.7%IWR and XMVM

IWR

XMVM

iShares Russell Mid-Cap ETF · $58.2BInvesco S&P MidCap Value with Momentum ETF · $534M

+21.0%3 years · per year$17,698 · $18,488+22.7%

+7.3%5 years · per year$14,220 · $17,282+11.6%

0.18%Expense ratio$18 · $37 on $10k · lower wins0.37%

1.15%12-mo yield$115 · $183 on $10k1.83%

−8.2%Worst dropSmaller wins−9.2%

13.4%VolatilityLower wins13.4%

2–3XMVM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWR · XMVM

0.2%USFD1.2%

0.2%THC2.0%

0.2%PR1.1%

0.1%OVV1.2%

Held in common3.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk	0.37%	1.83%	−0.6%	+17.9%	+26.6%	+22.7%	+11.6%	−9.2%	$534M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	AIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

All Three

5Y3 funds

#
1	BXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk	0.37%	1.83%	−0.6%	+17.9%	+26.6%	+22.7%	+11.6%	−9.2%	$534M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	AIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Cards for this view

IWR vs XMVM

IWR

iShares Russell Mid-Cap

$14,220

XMVM

Invesco S&P MidCap Value with Momentum

$17,282

MeasureIWRXMVM

Fee0.18%0.37%

Cost on $10k a year$18$37

Yield1.15%1.83%

5 years, per year+7.3%+11.6%

3 years, per year+21.0%+22.7%

Worst drop · 1Y−8.2%−9.2%

Volatility · 1Y13.4%13.4%

3–2measures won
XMVM first

3.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IWR, XMVM, VUG

Today

7.0%most shared, IWR and VUG

IWRXMVMVUG

IWR—3.7%7.0%

XMVM3.7%—0.0%

VUG7.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, XMVM

XMVM$183 − $37 = $146

IWR$115 − $18 = $97

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee