XMVM vs IWR

AXMVM

BIWR

Measures won3–2XMVM wins · of 6 · 5Y

$10,000 · 5Y$17,831XMVM · IWR $14,596

Lowest cost0.18%IWR · $18 on $10k

Most income1.81%XMVM · $181 on $10k

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

Held in common3.7%XMVM and IWR

XMVM

IWR

Invesco S&P MidCap Value with Momentum ETF · $534MiShares Russell Mid-Cap ETF · $58.2B

+22.8%3 years · per year$18,499 · $17,790+21.2%

+12.3%5 years · per year$17,831 · $14,596+7.9%

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

1.81%12-mo yield$181 · $114 on $10k1.14%

−9.2%Worst dropSmaller wins−8.2%

13.4%VolatilityLower wins13.4%

3–2XMVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · IWR

1.1%USFD0.2%

2.0%THC0.2%

1.0%PR0.1%

1.1%OVV0.1%

Held in common3.7%

End-of-day Nov 4, 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%	1.81%	+0.8%	+18.8%	+27.8%	+22.8%	+12.3%	−9.2%	$534M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B

End-of-day Nov 4, 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%	1.81%	+0.8%	+18.8%	+27.8%	+22.8%	+12.3%	−9.2%	$534M
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XMVM vs IWR

XMVM

Invesco S&P MidCap Value with Momentum

$17,831

IWR

iShares Russell Mid-Cap

$14,596

MeasureXMVMIWR

Fee0.37%0.18%

Cost on $10k a year$37$18

Yield1.81%1.14%

5 years, per year+12.3%+7.9%

3 years, per year+22.8%+21.2%

Worst drop · 1Y−9.2%−8.2%

Volatility · 1Y13.4%13.4%

3–2measures won
XMVM first

3.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XMVM, IWR

Today

3.7%most shared, XMVM and IWR

XMVMIWR

XMVM—3.7%

IWR3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, XMVM

XMVM$181 − $37 = $144

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee