XMMO vs SPY

AXMMO

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · XMMO $14,886

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%XMMO and SPY

XMMO

SPY

Invesco S&P MidCap Momentum ETF · $6.1BState Street SPDR S&P 500 ETF · $778B

+19.6%3 years · per year$17,089 · $18,039+21.7%

+8.3%5 years · per year$14,886 · $17,118+11.3%

0.34%Expense ratio$34 · $9 on $10k · lower wins0.09%

0.76%12-mo yield$76 · $103 on $10k1.03%

−27.3%Worst dropSmaller wins−8.9%

24.1%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMMO · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
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%	$6.1B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
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%	$6.1B

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 SPY

XMMO

Invesco S&P MidCap Momentum

$14,886

SPY

SPDR S&P 500

$17,118

MeasureXMMOSPY

Fee0.34%0.09%

Cost on $10k a year$34$9

Yield0.76%1.03%

5 years, per year+8.3%+11.3%

3 years, per year+19.6%+21.7%

Worst drop · 1Y−27.3%−8.9%

Volatility · 1Y24.1%13.6%

6–0measures won
SPY first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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: XMMO, SPY

Today

0.0%most shared, XMMO and SPY

XMMOSPY

XMMO—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

XMMO$76 − $34 = $42

KeptFee

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