VO vs XMVM

AVO

BXMVM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,831XMVM · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.81%XMVM · $181 on $10k

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

Held in common0.0%VO and XMVM

XMVM

Vanguard Morningstar Mid-Cap ETF · $103BInvesco S&P MidCap Value with Momentum ETF · $543M

+20.7%3 years · per year$17,578 · $18,499+22.8%

+7.4%5 years · per year$14,290 · $17,831+12.3%

0.03%Expense ratio$3 · $37 on $10k · lower wins0.37%

1.34%12-mo yield$134 · $181 on $10k1.81%

−8.2%Worst dropSmaller wins−9.2%

12.4%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVO · XMVM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk		0.37%	1.81%	+0.8%	+18.8%	+27.8%	+22.8%	+12.3%	−9.2%	$543M
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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	BXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk		0.37%	1.81%	+0.8%	+18.8%	+27.8%	+22.8%	+12.3%	−9.2%	$543M
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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

VO vs XMVM

Vanguard Morningstar Mid-Cap

$14,290

XMVM

Invesco S&P MidCap Value with Momentum

$17,831

MeasureVOXMVM

Fee0.03%0.37%

Cost on $10k a year$3$37

Yield1.34%1.81%

5 years, per year+7.4%+12.3%

3 years, per year+20.7%+22.8%

Worst drop · 1Y−8.2%−9.2%

Volatility · 1Y12.4%13.4%

3–3measures won
level

0.0%

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: VO, XMVM

Today

0.0%most shared, VO and XMVM

VOXMVM

VO—0.0%

XMVM0.0%—

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

Income After Fees on $10,000

$144most kept, XMVM

XMVM$181 − $37 = $144

VO$134 − $3 = $131

KeptFee

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