XMVM vs VIG

AXMVM

BVIG

Measures won3–3level · of 6 · 5Y

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

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.6%XMVM and VIG

XMVM

VIG

Invesco S&P MidCap Value with Momentum ETF · $550MVanguard Dividend Appreciation ETF · $109B

+21.1%3 years · per year$17,745 · $16,814+18.9%

+11.3%5 years · per year$17,042 · $16,331+10.3%

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

1.87%12-mo yield$187 · $149 on $10k1.49%

−9.2%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMVM · VIG

2.0%RNR0.1%

1.0%WTFC0.0%

0.9%CFR0.0%

1.1%AFG0.0%

Held in common0.6%

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%	$550M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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%	$550M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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 VIG

XMVM

Invesco S&P MidCap Value with Momentum

$17,042

VIG

Vanguard Dividend Appreciation

$16,331

MeasureXMVMVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield1.87%1.49%

5 years, per year+11.3%+10.3%

3 years, per year+21.1%+18.9%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y13.8%10.8%

3–3measures won
level

0.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XMVM, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

XMVMVIGSCHD

XMVM—0.6%2.3%

VIG0.6%—14.5%

SCHD2.3%14.5%—

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

VIG$149 − $4 = $145

KeptFee

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