XMVM vs IWF

AXMVM

BIWF

Measures won5–1XMVM wins · of 6 · 5Y

$10,000 · 5Y$17,042XMVM · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.87%XMVM · $187 on $10k

Smallest drop−9.2%XMVM · worst fall in 1Y

Held in common0.0%XMVM and IWF

XMVM

IWF

Invesco S&P MidCap Value with Momentum ETF · $543MiShares Russell 1000 Growth ETF · $121B

+21.1%3 years · per year$17,745 · $17,073+19.5%

+11.3%5 years · per year$17,042 · $15,330+8.9%

0.37%Expense ratio$37 · $18 on $10k · lower wins0.18%

1.87%12-mo yield$187 · $39 on $10k0.39%

−9.2%Worst dropSmaller wins−14.6%

13.8%VolatilityLower wins19.3%

5–1XMVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · IWF

1.0%PR0.0%

1.3%WAL0.0%

1.4%ALLY0.0%

1.8%JLL0.0%

Held in common0.0%

End-of-day Nov 5, 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%	1.87%	−3.1%	+15.2%	+24.3%	+21.1%	+11.3%	−9.2%	$543M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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%	1.87%	−3.1%	+15.2%	+24.3%	+21.1%	+11.3%	−9.2%	$543M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XMVM vs IWF

XMVM

Invesco S&P MidCap Value with Momentum

$17,042

IWF

iShares Russell 1000 Growth

$15,330

MeasureXMVMIWF

Fee0.37%0.18%

Cost on $10k a year$37$18

Yield1.87%0.39%

5 years, per year+11.3%+8.9%

3 years, per year+21.1%+19.5%

Worst drop · 1Y−9.2%−14.6%

Volatility · 1Y13.8%19.3%

5–1measures won
XMVM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XMVM, IWF

Today

0.0%most shared, XMVM and IWF

XMVMIWF

XMVM—0.0%

IWF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$150most kept, XMVM

XMVM$187 − $37 = $150

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee