XMVM vs VO

AXMVM

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,282XMVM · VO $13,977

Lowest cost0.03%VO · $3 on $10k

Most income1.83%XMVM · $183 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%XMVM and VO

XMVM

Invesco S&P MidCap Value with Momentum ETF · $534MVanguard Morningstar Mid-Cap ETF · $103B

+22.7%3 years · per year$18,488 · $17,496+20.5%

+11.6%5 years · per year$17,282 · $13,977+6.9%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

1.83%12-mo yield$183 · $135 on $10k1.35%

−9.2%Worst dropSmaller wins−8.2%

13.4%VolatilityLower wins12.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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%	1.83%	−0.6%	+17.9%	+26.6%	+22.7%	+11.6%	−9.2%	$534M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

End-of-day Nov 3, 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%	1.83%	−0.6%	+17.9%	+26.6%	+22.7%	+11.6%	−9.2%	$534M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

Cards for this view

XMVM vs VO

XMVM

Invesco S&P MidCap Value with Momentum

$17,282

Vanguard Morningstar Mid-Cap

$13,977

MeasureXMVMVO

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.83%1.35%

5 years, per year+11.6%+6.9%

3 years, per year+22.7%+20.5%

Worst drop · 1Y−9.2%−8.2%

Volatility · 1Y13.4%12.4%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XMVM, VO

Today

0.0%most shared, XMVM and VO

XMVMVO

XMVM—0.0%

VO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, XMVM

XMVM$183 − $37 = $146

VO$135 − $3 = $132

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee