XMVM vs VIG

AXMVM

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,941XMVM · VIG $16,243

Lowest cost0.03%VUG · $3 on $10k

Most income1.89%XMVM · $189 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 · $550MVanguard Dividend Appreciation ETF · $109B

+20.5%3 years · per year$17,496 · $16,669+18.6%

+11.1%5 years · per year$16,941 · $16,243+10.2%

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

1.89%12-mo yield$189 · $150 on $10k1.50%

−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%

1.0%CFR0.0%

1.2%AFG0.0%

Held in common0.6%

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	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%	$550M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	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%	$550M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VIG

XMVM

Invesco S&P MidCap Value with Momentum

$16,941

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXMVMVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield1.89%1.50%

5 years, per year+11.1%+10.2%

3 years, per year+20.5%+18.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y13.8%10.8%

3–3measures won
level

0.6%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: XMVM, VIG, VUG

Today

26.4%most shared, VIG and VUG

XMVMVIGVUG

XMVM—0.6%0.0%

VIG0.6%—26.4%

VUG0.0%26.4%—

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

Income After Fees on $10,000

$152most kept, XMVM

XMVM$189 − $37 = $152

VIG$150 − $4 = $146

VUG$42 − $3 = $39

KeptFee

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