XMMO vs IWF

AXMMO

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · XMMO $14,886

Lowest cost0.18%IWF · $18 on $10k

Most income0.76%XMMO · $76 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common0.6%XMMO and IWF

XMMO

IWF

Invesco S&P MidCap Momentum ETF · $6.4BiShares Russell 1000 Growth ETF · $115B

+19.6%3 years · per year$17,089 · $17,022+19.4%

+8.3%5 years · per year$14,886 · $15,442+9.1%

0.34%Expense ratio$34 · $18 on $10k · lower wins0.18%

0.76%12-mo yield$76 · $39 on $10k0.39%

−27.3%Worst dropSmaller wins−14.6%

24.1%VolatilityLower wins19.4%

2–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMMO · IWF

4.1%ATI0.1%

2.0%LSCC0.0%

1.8%CRS0.0%

1.2%MTSI0.0%

Held in common0.6%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AXMMO	Invesco S&P MidCap Momentum ETFRead Desk		0.34%	0.76%	+2.7%	−6.0%	−4.4%	+19.6%	+8.3%	−27.3%	$6.4B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AXMMO	Invesco S&P MidCap Momentum ETFRead Desk		0.34%	0.76%	+2.7%	−6.0%	−4.4%	+19.6%	+8.3%	−27.3%	$6.4B

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

XMMO vs IWF

XMMO

Invesco S&P MidCap Momentum

$14,886

IWF

iShares Russell 1000 Growth

$15,442

MeasureXMMOIWF

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield0.76%0.39%

5 years, per year+8.3%+9.1%

3 years, per year+19.6%+19.4%

Worst drop · 1Y−27.3%−14.6%

Volatility · 1Y24.1%19.4%

4–2measures won
IWF first

0.6%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XMMO, IWF

Today

0.6%most shared, XMMO and IWF

XMMOIWF

XMMO—0.6%

IWF0.6%—

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

Income After Fees on $10,000

$42most kept, XMMO

XMMO$76 − $34 = $42

IWF$39 − $18 = $21

KeptFee

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