XMVM vs SCHD5YXMVMXMVMAvsBSCHDSCHDInvesco S&P MidCap Value with Momentum ETF · $546MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+20.8%3 years · per year$17,608 · $17,374+20.2%+10.5%5 years · per year$16,473 · $16,418+10.4%Cost and income0.37%Expense ratio$37 · $6 on $10k · lower wins0.06%1.84%12-mo yield
Overlap: XMVM, SCHD, IJHToday19.2%most shared, XMVM and IJHXMVMSCHDIJHXMVM—2.2%19.2%SCHD2.2%—3.4%IJH19.2%3.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
XMVM vs SCHD5YAXMVMInvesco S&P MidCap Value with Momentum$16,473vsSCHDBSchwab U.S. Dividend Equity$16,418$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%$546M2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0BEnd-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%$546M2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
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
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
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: XMVM, SCHD, IJHToday19.2%most shared, XMVM and IJHXMVMSCHDIJHXMVM—2.2%19.2%SCHD2.2%—3.4%IJH19.2%3.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286XMVM$184 − $37 = $147IJH$122 − $5 = $117KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee