XMVM vs IJH

AXMVM

BIJH

Measures won4–2XMVM wins · of 6 · 5Y

$10,000 · 5Y$16,941XMVM · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.89%XMVM · $189 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common19.6%XMVM and IJH

XMVM

IJH

Invesco S&P MidCap Value with Momentum ETF · $550MiShares Core S&P Mid-Cap ETF · $121B

+20.5%3 years · per year$17,496 · $15,806+16.5%

+11.1%5 years · per year$16,941 · $13,830+6.7%

0.37%Expense ratio$37 · $5 on $10k · lower wins0.05%

1.89%12-mo yield$189 · $126 on $10k1.26%

−9.2%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins15.5%

4–2XMVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · IJH

1.2%USFD0.7%

2.2%THC0.7%

0.9%PR0.5%

0.9%EWBC0.5%

Held in common19.6%

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	AXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk		0.37%	1.89%	−0.8%	+14.3%	+22.9%	+20.5%	+11.1%	−9.2%	$550M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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	AXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk		0.37%	1.89%	−0.8%	+14.3%	+22.9%	+20.5%	+11.1%	−9.2%	$550M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

XMVM vs IJH

XMVM

Invesco S&P MidCap Value with Momentum

$16,941

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureXMVMIJH

Fee0.37%0.05%

Cost on $10k a year$37$5

Yield1.89%1.26%

5 years, per year+11.1%+6.7%

3 years, per year+20.5%+16.5%

Worst drop · 1Y−9.2%−8.8%

Volatility · 1Y13.8%15.5%

4–2measures won
XMVM first

19.6%

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: XMVM, IJH

Today

19.6%most shared, XMVM and IJH

XMVMIJH

XMVM—19.6%

IJH19.6%—

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

Income After Fees on $10,000

$152most kept, XMVM

XMVM$189 − $37 = $152

IJH$126 − $5 = $121

KeptFee

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