VO vs XMVM

AVO

BXMVM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,925XMVM · IWF $15,892

Lowest cost0.03%VO · $3 on $10k

Most income1.85%XMVM · $185 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 · $532M

+18.8%3 years · per year$16,763 · $17,487+20.5%

+6.8%5 years · per year$13,867 · $16,925+11.1%

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

1.35%12-mo yield$135 · $185 on $10k1.85%

−8.2%Worst dropSmaller wins−9.2%

13.1%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · XMVM

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

Held in common0.0%

End-of-day Nov 9, 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%	1.85%	+2.2%	+16.8%	+25.8%	+20.5%	+11.1%	−9.2%	$532M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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%	1.85%	+2.2%	+16.8%	+25.8%	+20.5%	+11.1%	−9.2%	$532M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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

$13,867

XMVM

Invesco S&P MidCap Value with Momentum

$16,925

MeasureVOXMVM

Fee0.03%0.37%

Cost on $10k a year$3$37

Yield1.35%1.85%

5 years, per year+6.8%+11.1%

3 years, per year+18.8%+20.5%

Worst drop · 1Y−8.2%−9.2%

Volatility · 1Y13.1%13.9%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VO, XMVM, IWF

Today

9.2%most shared, VO and IWF

VOXMVMIWF

VO—0.0%9.2%

XMVM0.0%—0.0%

IWF9.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, XMVM

XMVM$185 − $37 = $148

VO$135 − $3 = $132

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee