XMVM vs VUG

AXMVM

BVUG

Measures won4–2XMVM wins · of 6 · 5Y

$10,000 · 5Y$17,831XMVM · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.81%XMVM · $181 on $10k

Smallest drop−9.2%XMVM · worst fall in 1Y

Held in common0.0%XMVM and VUG

XMVM

VUG

Invesco S&P MidCap Value with Momentum ETF · $543MVanguard Morningstar Growth ETF · $233B

+22.8%3 years · per year$18,499 · $19,712+25.4%

+12.3%5 years · per year$17,831 · $17,153+11.4%

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

1.81%12-mo yield$181 · $40 on $10k0.40%

−9.2%Worst dropSmaller wins−16.1%

13.4%VolatilityLower wins18.2%

4–2XMVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · VUG

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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 VUG

XMVM

Invesco S&P MidCap Value with Momentum

$17,831

VUG

Vanguard Morningstar Growth

$17,153

MeasureXMVMVUG

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.81%0.40%

5 years, per year+12.3%+11.4%

3 years, per year+22.8%+25.4%

Worst drop · 1Y−9.2%−16.1%

Volatility · 1Y13.4%18.2%

4–2measures won
XMVM first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: XMVM, VUG

Today

0.0%most shared, XMVM and VUG

XMVMVUG

XMVM—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$144most kept, XMVM

XMVM$181 − $37 = $144

VUG$40 − $3 = $37

KeptFee

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