XMVM vs SCHD

AXMVM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,042XMVM · SCHD $16,375

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.3%XMVM and SCHD

XMVM

SCHD

Invesco S&P MidCap Value with Momentum ETF · $543MSchwab U.S. Dividend Equity ETF · $123B

+21.1%3 years · per year$17,745 · $17,414+20.3%

+11.3%5 years · per year$17,042 · $16,375+10.4%

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

1.87%12-mo yield$187 · $298 on $10k2.98%

−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%

2.6%DINO0.4%

1.1%AFG0.2%

1.5%ORI0.2%

Held in common2.3%

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

All Three

5Y3 funds

#
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	1.87%	−3.1%	+15.2%	+24.3%	+21.1%	+11.3%	−9.2%	$543M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 SCHD

XMVM

Invesco S&P MidCap Value with Momentum

$17,042

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXMVMSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.87%2.98%

5 years, per year+11.3%+10.4%

3 years, per year+21.1%+20.3%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y13.8%11.7%

4–2measures won
SCHD first

2.3%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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

Overlap: XMVM, SCHD, VUG

Today

2.3%most shared, XMVM and SCHD

XMVMSCHDVUG

XMVM—2.3%0.0%

SCHD2.3%—0.8%

VUG0.0%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XMVM$187 − $37 = $150

VUG$43 − $3 = $40

KeptFee

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