XMMO vs VIG

AXMMO

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · XMMO $14,886

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.4%XMMO and VIG

XMMO

VIG

Invesco S&P MidCap Momentum ETF · $6.4BVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,089 · $16,669+18.6%

+8.3%5 years · per year$14,886 · $16,243+10.2%

0.34%Expense ratio$34 · $4 on $10k · lower wins0.04%

0.76%12-mo yield$76 · $150 on $10k1.50%

−27.3%Worst dropSmaller wins−7.9%

24.1%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMMO · VIG

2.3%RS0.1%

1.3%DTM0.1%

1.0%LFUS0.0%

0.9%CFR0.0%

Held in common0.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 VIG

XMMO

Invesco S&P MidCap Momentum

$14,886

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXMMOVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield0.76%1.50%

5 years, per year+8.3%+10.2%

3 years, per year+19.6%+18.6%

Worst drop · 1Y−27.3%−7.9%

Volatility · 1Y24.1%10.8%

5–1measures won
VIG first

0.4%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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, VIG

Today

0.4%most shared, XMMO and VIG

XMMOVIG

XMMO—0.4%

VIG0.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

XMMO$76 − $34 = $42

KeptFee

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