XMVM vs VIG

AXMVM

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,831XMVM · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.81%XMVM · $181 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.6%XMVM and VIG

XMVM

VIG

Invesco S&P MidCap Value with Momentum ETF · $534MVanguard Dividend Appreciation ETF · $109B

+22.8%3 years · per year$18,499 · $17,533+20.6%

+12.3%5 years · per year$17,831 · $17,005+11.2%

0.37%Expense ratio$37 · $4 on $10k · lower wins0.04%

1.81%12-mo yield$181 · $144 on $10k1.44%

−9.2%Worst dropSmaller wins−7.9%

13.4%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · VIG

1.9%RNR0.1%

1.0%WTFC0.0%

0.9%CFR0.0%

1.1%AFG0.0%

Held in common0.6%

End-of-day Nov 4, 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%	1.81%	+0.8%	+18.8%	+27.8%	+22.8%	+12.3%	−9.2%	$534M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 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%	1.81%	+0.8%	+18.8%	+27.8%	+22.8%	+12.3%	−9.2%	$534M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XMVM vs VIG

XMVM

Invesco S&P MidCap Value with Momentum

$17,831

VIG

Vanguard Dividend Appreciation

$17,005

MeasureXMVMVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield1.81%1.44%

5 years, per year+12.3%+11.2%

3 years, per year+22.8%+20.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y13.4%10.2%

3–3measures won
level

0.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: XMVM, VIG

Today

0.6%most shared, XMVM and VIG

XMVMVIG

XMVM—0.6%

VIG0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, XMVM

XMVM$181 − $37 = $144

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee