XMVM vs VOE

AXMVM

BVOE

Measures won2–4VOE wins · of 6 · 5Y

$10,000 · 5Y$17,831XMVM · VOE $16,506

Lowest cost0.05%VOE · $5 on $10k

Most income1.82%VOE · $182 on $10k

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

Held in common0.0%XMVM and VOE

XMVM

VOE

Invesco S&P MidCap Value with Momentum ETF · $543MVanguard Morningstar Mid-Cap Value ETF · $22.8B

+22.8%3 years · per year$18,499 · $18,246+22.2%

+12.3%5 years · per year$17,831 · $16,506+10.5%

0.37%Expense ratio$37 · $5 on $10k · lower wins0.05%

1.81%12-mo yield$181 · $182 on $10k1.82%

−9.2%Worst dropSmaller wins−6.9%

13.4%VolatilityLower wins11.1%

2–4VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · VOE

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

Held in common0.0%

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%	$543M
2	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B

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%	$543M
2	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B

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 VOE

XMVM

Invesco S&P MidCap Value with Momentum

$17,831

VOE

Vanguard Morningstar Mid-Cap Value

$16,506

MeasureXMVMVOE

Fee0.37%0.05%

Cost on $10k a year$37$5

Yield1.81%1.82%

5 years, per year+12.3%+10.5%

3 years, per year+22.8%+22.2%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y13.4%11.1%

3–2measures won
VOE first

0.0%

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%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XMVM, VOE

Today

0.0%most shared, XMVM and VOE

XMVMVOE

XMVM—0.0%

VOE0.0%—

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

XMVM$181 − $37 = $144

KeptFee

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