Compare · 2 funds side by side · dividends reinvested

AIED and USMV

AIEDDefiance×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,784AIED · best of the two

02 / 04

AIED and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.3

Defiance LLM Catalyst Momentum ETFUS Stock Styles · Factor0.75%0.00%+9.6%+5.1%+22.8%+8.1%−18.3%30.4%$20M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AIED 2019 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Defiance LLM Catalyst Momentum ETF · $20M$14,784

AIED

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

AIEDMeasureUSMV

+9.6%Year to dateJan 1 → Nov 4+12.1%

+5.1%1 yearTotal return+14.3%

+22.8%3 years · per year$10,000 became $18,526 · $15,388+15.5%

+8.1%5 years · per year$10,000 became $14,784 · $14,754+8.1%

0.75%Expense ratio$75 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $135 a year on $10k1.35%

−18.3%Worst dropSmaller is better−6.5%

30.4%VolatilityLower is calmer8.7%

AIEDUSMV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIED vs USMV: Top 5 Holdings

Today

AIED

29.7%in top 5

USMV

in top 57.8%

AIEDStockUSMV

7.1%BEnot top 5

6.7%RCLnot top 5

6.4%HUMnot top 5

4.9%IQVnot top 5

4.6%BNYnot top 5

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

Held in common10.3%

End-of-day Nov 4, 2026 · share of each fund

AIED vs USMV Returns, Every Period

DefianceAIED

+8.1%

5 years, per year

USMViShares

+8.1%

5 years, per year

AIEDUSMVFaded: behind in that period

1–2USMV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AIED vs USMV

YTD

DefianceAIED

+9.6%

USMViShares

+12.1%

+9.6%Year to date+12.1%

−18.3%Worst drop · 1Y−6.5%

30.4%Volatility · 1Y8.7%

0.0%Yield1.3%

$19.7MAssets$24.1B

4–0USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIED, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

AIED0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIED, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

AIED0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

AIED$0 − $75 = −$75

KeptFee

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

Overlap: AIED, USMV

Today

10.3%most shared, AIED and USMV

AIEDUSMV

AIED—10.3%

USMV10.3%—

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

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

AIEDWorst drop−18.3%30.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVAIED

+12.1%Year to date+9.6%

1.3%Yield0.0%

+14.3%Past year+5.1%

0.15%Fee0.75%

4–0USMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026