XMVM vs VO

AXMVM

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · XMVM $16,941

Lowest cost0.03%VO · $3 on $10k

Most income1.89%XMVM · $189 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 · $550MVanguard Morningstar Mid-Cap ETF · $103B

+20.5%3 years · per year$17,496 · $16,701+18.6%

+11.1%5 years · per year$16,941 · $13,590+6.3%

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

1.89%12-mo yield$189 · $139 on $10k1.39%

−9.2%Worst dropSmaller wins−8.2%

13.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMVM · VO

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

Held in common0.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

XMVM

Invesco S&P MidCap Value with Momentum

$16,941

Vanguard Morningstar Mid-Cap

$13,590

MeasureXMVMVO

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.89%1.39%

5 years, per year+11.1%+6.3%

3 years, per year+20.5%+18.6%

Worst drop · 1Y−9.2%−8.2%

Volatility · 1Y13.8%12.9%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: XMVM, VO, VOO

Today

15.4%most shared, VO and VOO

XMVMVOVOO

XMVM—0.0%0.0%

VO0.0%—15.4%

VOO0.0%15.4%—

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

VO$139 − $3 = $136

VOO$110 − $3 = $107

KeptFee

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