QVMM vs IWR

AQVMM

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,083QVMM · IWR $13,924

Lowest cost0.15%QVMM · $15 on $10k

Most income1.28%QVMM · $128 on $10k

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

Held in common18.9%QVMM and IWR

QVMM

IWR

Invesco S&P MidCap 400 QVM Multi-factor ETF · $414MiShares Russell Mid-Cap ETF · $56.9B

+17.0%3 years · per year$16,022 · $16,955+19.2%

+7.1%5 years · per year$14,083 · $13,924+6.8%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.28%12-mo yield$128 · $118 on $10k1.18%

−8.4%Worst dropSmaller wins−8.2%

15.1%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQVMM · IWR

0.8%FTI0.2%

0.8%USFD0.2%

0.8%UTHR0.2%

0.8%THC0.2%

Held in common18.9%

End-of-day Nov 6, 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	AQVMM	Invesco S&P MidCap 400 QVM Multi-factor ETFRead Desk		0.15%	1.28%	+0.4%	+11.1%	+13.9%	+17.0%	+7.1%	−8.4%	$414M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQVMM	Invesco S&P MidCap 400 QVM Multi-factor ETFRead Desk		0.15%	1.28%	+0.4%	+11.1%	+13.9%	+17.0%	+7.1%	−8.4%	$414M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QVMM vs IWR

QVMM

Invesco S&P MidCap 400 QVM Multi-factor

$14,083

IWR

iShares Russell Mid-Cap

$13,924

MeasureQVMMIWR

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.28%1.18%

5 years, per year+7.1%+6.8%

3 years, per year+17.0%+19.2%

Worst drop · 1Y−8.4%−8.2%

Volatility · 1Y15.1%13.8%

3–3measures won
level

18.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QVMM, IWR

Today

18.9%most shared, QVMM and IWR

QVMMIWR

QVMM—18.9%

IWR18.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, QVMM

QVMM$128 − $15 = $113

IWR$118 − $18 = $100

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee