XMVM vs VTI

AXMVM

BVTI

Measures won2–3VTI wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · XMVM $16,925

Lowest cost0.03%VTI · $3 on $10k

Most income1.85%XMVM · $185 on $10k

Smallest drop−8.9%VOO · 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$17,487 · $18,090+21.8%

+11.1%5 years · per year$16,925 · $16,697+10.8%

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

1.85%12-mo yield$185 · $106 on $10k1.06%

−9.2%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.9%

2–3VTI 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 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	AXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk	0.37%	1.85%	+2.2%	+16.8%	+25.8%	+20.5%	+11.1%	−9.2%	$532M
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	AXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk	0.37%	1.85%	+2.2%	+16.8%	+25.8%	+20.5%	+11.1%	−9.2%	$532M
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 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

$16,925

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureXMVMVTI

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.85%1.06%

5 years, per year+11.1%+10.8%

3 years, per year+20.5%+21.8%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.9%13.9%

3–2measures won
VTI first

0.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: XMVM, VTI, VOO

Today

89.0%most shared, VTI and VOO

XMVMVTIVOO

XMVM—0.8%0.0%

VTI0.8%—89.0%

VOO0.0%89.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, XMVM

XMVM$185 − $37 = $148

VOO$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee