XMVM vs JEPI5YXMVMXMVMAvsBJEPIJEPIInvesco S&P MidCap Value with Momentum ETF · $546MJPMorgan Equity Premium Income ETF · $47.3BReturns · dividends in+20.8%3 years · per year$17,608 · $13,696+11.1%+10.5%5 years · per year$16,473 · $14,519+7.7%Cost and income0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%1.84%12-mo yield
Overlap: XMVM, JEPI, VUGToday27.7%most shared, JEPI and VUGXMVMJEPIVUGXMVM—0.0%0.0%JEPI0.0%—27.7%VUG0.0%27.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
XMVM vs JEPI5YAXMVMInvesco S&P MidCap Value with Momentum$16,473vsJEPIBJPMorgan Equity Premium Income$14,519$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▲▼1AXMVMInvesco S&P MidCap Value with Momentum ETFReadDesk0.37%1.84%+0.2%+16.9%+23.3%+20.8%+10.5%−9.2%$546M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3BEnd-of-day Nov 13, 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▲▼1AXMVMInvesco S&P MidCap Value with Momentum ETFReadDesk0.37%1.84%+0.2%+16.9%+23.3%+20.8%+10.5%−9.2%$546M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: XMVM, JEPI, VUGToday27.7%most shared, JEPI and VUGXMVMJEPIVUGXMVM—0.0%0.0%JEPI0.0%—27.7%VUG0.0%27.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752XMVM$184 − $37 = $147VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee