XMVM vs VTV

AXMVM

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · XMVM $16,941

Lowest cost0.03%VTV · $3 on $10k

Most income1.89%XMVM · $189 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%XMVM and VTV

XMVM

VTV

Invesco S&P MidCap Value with Momentum ETF · $532MVanguard Morningstar Value ETF · $184B

+20.5%3 years · per year$17,496 · $17,687+20.9%

+11.1%5 years · per year$16,941 · $17,585+12.0%

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

1.89%12-mo yield$189 · $187 on $10k1.87%

−9.2%Worst dropSmaller wins−6.4%

13.8%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · VTV

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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 VTV

XMVM

Invesco S&P MidCap Value with Momentum

$16,941

VTV

Vanguard Morningstar Value

$17,585

MeasureXMVMVTV

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.89%1.87%

5 years, per year+11.1%+12.0%

3 years, per year+20.5%+20.9%

Worst drop · 1Y−9.2%−6.4%

Volatility · 1Y13.8%10.7%

5–0measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XMVM, VTV

Today

0.0%most shared, XMVM and VTV

XMVMVTV

XMVM—0.0%

VTV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

XMVM$189 − $37 = $152

KeptFee

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