XMMO vs IWR

AXMMO

BIWR

Measures won2–4IWR wins · of 6 · 5Y

$10,000 · 5Y$14,886XMMO · IWR $13,924

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common4.9%XMMO and IWR

XMMO

IWR

Invesco S&P MidCap Momentum ETF · $6.4BiShares Russell Mid-Cap ETF · $56.9B

+19.6%3 years · per year$17,089 · $16,955+19.2%

+8.3%5 years · per year$14,886 · $13,924+6.8%

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

0.76%12-mo yield$76 · $118 on $10k1.18%

−27.3%Worst dropSmaller wins−8.2%

24.1%VolatilityLower wins13.8%

2–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMMO · IWR

4.2%FTI0.2%

2.7%UTHR0.2%

4.1%ATI0.2%

2.3%RS0.2%

Held in common4.9%

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	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
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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	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
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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 IWR

XMMO

Invesco S&P MidCap Momentum

$14,886

IWR

iShares Russell Mid-Cap

$13,924

MeasureXMMOIWR

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield0.76%1.18%

5 years, per year+8.3%+6.8%

3 years, per year+19.6%+19.2%

Worst drop · 1Y−27.3%−8.2%

Volatility · 1Y24.1%13.8%

4–2measures won
IWR first

4.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XMMO, IWR

Today

4.9%most shared, XMMO and IWR

XMMOIWR

XMMO—4.9%

IWR4.9%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

XMMO$76 − $34 = $42

KeptFee

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