XMLV vs VUG

AXMLV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · XMLV $13,622

Lowest cost0.03%VUG · $3 on $10k

Most income3.01%XMLV · $301 on $10k

Smallest drop−9.2%XMLV · worst fall in 1Y

Held in common0.0%XMLV and VUG

XMLV

VUG

Invesco S&P MidCap Low Volatility ETF · $724MVanguard Morningstar Growth ETF · $233B

+14.0%3 years · per year$14,812 · $18,415+22.6%

+6.4%5 years · per year$13,622 · $16,124+10.0%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

3.01%12-mo yield$301 · $42 on $10k0.42%

−9.2%Worst dropSmaller wins−15.1%

11.0%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXMLV · VUG

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

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	3.01%	−0.3%	+8.9%	+9.7%	+14.0%	+6.4%	−9.2%	$724M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	3.01%	−0.3%	+8.9%	+9.7%	+14.0%	+6.4%	−9.2%	$724M

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

XMLV vs VUG

XMLV

Invesco S&P MidCap Low Volatility

$13,622

VUG

Vanguard Morningstar Growth

$16,124

MeasureXMLVVUG

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield3.01%0.42%

5 years, per year+6.4%+10.0%

3 years, per year+14.0%+22.6%

Worst drop · 1Y−9.2%−15.1%

Volatility · 1Y11.0%19.0%

3–3measures won
level

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: XMLV, VUG

Today

0.0%most shared, XMLV and VUG

XMLVVUG

XMLV—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$276most kept, XMLV

XMLV$301 − $25 = $276

VUG$42 − $3 = $39

KeptFee

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