XMHQ vs IWR

AXMHQ

BIWR

Measures won1–5IWR wins · of 6 · 5Y

$10,000 · 5Y$16,455XMHQ · IWR $14,220

Lowest cost0.18%IWR · $18 on $10k

Most income1.15%IWR · $115 on $10k

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

Held in common4.4%XMHQ and IWR

XMHQ

IWR

Invesco S&P MidCap Quality ETF · $5.8BiShares Russell Mid-Cap ETF · $58.2B

+19.2%3 years · per year$16,923 · $17,698+21.0%

+10.5%5 years · per year$16,455 · $14,220+7.3%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

0.55%12-mo yield$55 · $115 on $10k1.15%

−8.4%Worst dropSmaller wins−8.2%

14.7%VolatilityLower wins13.4%

1–5IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMHQ · IWR

4.1%FTI0.2%

3.1%UTHR0.2%

2.5%NVT0.1%

2.3%CW0.1%

Held in common4.4%

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

Both

5Y2 funds

#			Trend
1	AXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.55%	+0.3%	+17.9%	+17.8%	+19.2%	+10.5%	−8.4%	$5.8B
2	BIWR	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

Both

5Y2 funds

#			Trend
1	AXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.55%	+0.3%	+17.9%	+17.8%	+19.2%	+10.5%	−8.4%	$5.8B
2	BIWR	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

XMHQ vs IWR

XMHQ

Invesco S&P MidCap Quality

$16,455

IWR

iShares Russell Mid-Cap

$14,220

MeasureXMHQIWR

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield0.55%1.15%

5 years, per year+10.5%+7.3%

3 years, per year+19.2%+21.0%

Worst drop · 1Y−8.4%−8.2%

Volatility · 1Y14.7%13.4%

5–1measures won
IWR first

4.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XMHQ, IWR

Today

4.4%most shared, XMHQ and IWR

XMHQIWR

XMHQ—4.4%

IWR4.4%—

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

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

XMHQ$55 − $30 = $25

KeptFee

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