XMVM vs MDY

AXMVM

BMDY

Measures won4–2XMVM wins · of 6 · 5Y

$10,000 · 5Y$17,042XMVM · MDY $13,655

Lowest cost0.23%MDY · $23 on $10k

Most income1.87%XMVM · $187 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common19.3%XMVM and MDY

XMVM

MDY

Invesco S&P MidCap Value with Momentum ETF · $543MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

+21.1%3 years · per year$17,745 · $15,655+16.1%

+11.3%5 years · per year$17,042 · $13,655+6.4%

0.37%Expense ratio$37 · $23 on $10k · lower wins0.23%

1.87%12-mo yield$187 · $107 on $10k1.07%

−9.2%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins15.4%

4–2XMVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · MDY

1.2%USFD0.7%

2.2%THC0.7%

1.0%PR0.5%

1.3%SNX0.5%

Held in common19.3%

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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.2B

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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.2B

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 MDY

XMVM

Invesco S&P MidCap Value with Momentum

$17,042

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,655

MeasureXMVMMDY

Fee0.37%0.23%

Cost on $10k a year$37$23

Yield1.87%1.07%

5 years, per year+11.3%+6.4%

3 years, per year+21.1%+16.1%

Worst drop · 1Y−9.2%−8.8%

Volatility · 1Y13.8%15.4%

4–2measures won
XMVM first

19.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XMVM, MDY

Today

19.3%most shared, XMVM and MDY

XMVMMDY

XMVM—19.3%

MDY19.3%—

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

MDY$107 − $23 = $84

KeptFee

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