XMVM vs SCHD

AXMVM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · XMVM $16,941

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.2%XMVM and SCHD

XMVM

SCHD

Invesco S&P MidCap Value with Momentum ETF · $532MSchwab U.S. Dividend Equity ETF · $120B

+20.5%3 years · per year$17,496 · $17,266+20.0%

+11.1%5 years · per year$16,941 · $16,267+10.2%

0.37%Expense ratio$37 · $6 on $10k · lower wins0.06%

1.89%12-mo yield$189 · $300 on $10k3.00%

−9.2%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMVM · SCHD

0.9%EWBC0.4%

2.5%DINO0.4%

1.2%AFG0.3%

1.5%ORI0.2%

Held in common2.2%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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%	$532M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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%	$532M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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 SCHD

XMVM

Invesco S&P MidCap Value with Momentum

$16,941

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureXMVMSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.89%3.00%

5 years, per year+11.1%+10.2%

3 years, per year+20.5%+20.0%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y13.8%11.7%

4–2measures won
SCHD first

2.2%

holdings shared

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

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XMVM, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

XMVMSCHDVTV

XMVM—2.2%0.0%

SCHD2.2%—17.9%

VTV0.0%17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

XMVM$189 − $37 = $152

KeptFee

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