XMVM vs IWR

AXMVM

BIWR

Measures won3–2XMVM wins · of 6 · 5Y

$10,000 · 5Y$16,941XMVM · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.89%XMVM · $189 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 · $550MiShares Russell Mid-Cap ETF · $56.8B

+20.5%3 years · per year$17,496 · $16,955+19.2%

+11.1%5 years · per year$16,941 · $13,924+6.8%

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

1.89%12-mo yield$189 · $118 on $10k1.18%

−9.2%Worst dropSmaller wins−8.2%

13.8%VolatilityLower wins13.8%

3–2XMVM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMVM · IWR

1.2%USFD0.2%

2.2%THC0.2%

0.9%EWBC0.1%

1.8%JLL0.1%

Held in common3.7%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B

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 IWR

XMVM

Invesco S&P MidCap Value with Momentum

$16,941

IWR

iShares Russell Mid-Cap

$13,924

MeasureXMVMIWR

Fee0.37%0.18%

Cost on $10k a year$37$18

Yield1.89%1.18%

5 years, per year+11.1%+6.8%

3 years, per year+20.5%+19.2%

Worst drop · 1Y−9.2%−8.2%

Volatility · 1Y13.8%13.8%

3–2measures won
XMVM first

3.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: XMVM, IWR, VUG

Today

7.0%most shared, IWR and VUG

XMVMIWRVUG

XMVM—3.7%0.0%

IWR3.7%—7.0%

VUG0.0%7.0%—

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

IWR$118 − $18 = $100

VUG$42 − $3 = $39

KeptFee

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