XMVM vs VTI

AXMVM

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · XMVM $16,941

Lowest cost0.03%VTI · $3 on $10k

Most income1.89%XMVM · $189 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.8%XMVM and VTI

XMVM

VTI

Invesco S&P MidCap Value with Momentum ETF · $532MVanguard Morningstar Total Stock Market ETF · $689B

+20.5%3 years · per year$17,496 · $18,004+21.7%

+11.1%5 years · per year$16,941 · $16,375+10.4%

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

1.89%12-mo yield$189 · $109 on $10k1.09%

−9.2%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMVM · VTI

2.2%THC0.0%

1.2%USFD0.0%

1.2%SNX0.0%

0.7%WCC0.0%

Held in common0.8%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$532M
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$532M
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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 VTI

XMVM

Invesco S&P MidCap Value with Momentum

$16,941

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureXMVMVTI

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.89%1.09%

5 years, per year+11.1%+10.4%

3 years, per year+20.5%+21.7%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.8%13.7%

4–2measures won
VTI first

0.8%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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

Overlap: XMVM, VTI, IVV

Today

85.5%most shared, VTI and IVV

XMVMVTIIVV

XMVM—0.8%0.0%

VTI0.8%—85.5%

IVV0.0%85.5%—

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

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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