XMVM vs IWR5YXMVMXMVMAvsBIWRIWRInvesco S&P MidCap Value with Momentum ETF · $546MiShares Russell Mid-Cap ETF · $58.6BReturns · dividends in+20.4%3 years · per year$17,439 · $16,780+18.8%+10.9%5 years · per year$16,738 · $14,067+7.1%Cost and income0.37%Expense ratio$37 · $18 on $10k · lower wins0.18%1.85%
Overlap: XMVM, IWR, VTVToday19.1%most shared, IWR and VTVXMVMIWRVTVXMVM—3.6%0.0%IWR3.6%—19.1%VTV0.0%19.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
XMVM vs IWR5YAXMVMInvesco S&P MidCap Value with Momentum$16,738vsIWRBiShares Russell Mid-Cap$14,067$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AXMVMInvesco S&P MidCap Value with Momentum ETFReadDesk0.37%1.85%−0.8%+16.7%+23.4%+20.4%+10.9%−9.2%$546M3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−1.0%+15.8%+16.1%+18.8%+7.1%−8.2%$58.6BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AXMVMInvesco S&P MidCap Value with Momentum ETFReadDesk0.37%1.85%−0.8%+16.7%+23.4%+20.4%+10.9%−9.2%$546M3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−1.0%+15.8%+16.1%+18.8%+7.1%−8.2%$58.6BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: XMVM, IWR, VTVToday19.1%most shared, IWR and VTVXMVMIWRVTVXMVM—3.6%0.0%IWR3.6%—19.1%VTV0.0%19.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179XMVM$185 − $37 = $148IWR$115 − $18 = $97KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee