Compare · 2 funds side by side · dividends reinvested

SDVY and USVM

SDVYFirst Trust×USVMVictoryShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,497USVM · best of the two

02 / 04

SDVY and USVM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.99%+15.1%+18.5%+20.7%+9.2%−8.4%14.3%$1.8B1.0

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%1.00%+10.2%+12.5%+17.4%+9.2%−9.5%14.5%$11.4B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SDVY 2017 · USVM 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4B$15,495

SDVY

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,497

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

SDVYMeasureUSVM

+10.2%Year to dateJan 1 → Nov 6+15.1%

+12.5%1 yearTotal return+18.5%

+17.4%3 years · per year$10,000 became $16,189 · $17,588+20.7%

+9.2%5 years · per year$10,000 became $15,495 · $15,497+9.2%

0.58%Expense ratio$58 · $22 a year on $10k · lower is better0.22%

1.00%Trailing 12-mo yield$100 · $199 a year on $10k1.99%

−9.5%Worst dropSmaller is better−8.4%

14.5%VolatilityLower is calmer14.3%

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

0–7USVM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDVY vs USVM: Top 5 Holdings

Today

SDVY

5.5%in top 5

USVM

in top 53.6%

SDVYStockUSVM

1.2%IPARnot top 5

1.1%THGnot top 5

1.1%WSMnot top 5

1.1%YOUnot top 5

1.1%AIZnot top 5

not top 5PNW0.8%

not top 5SWX0.7%

not top 5AVA0.7%

not top 5WTM0.7%

not top 5OGS0.7%

Held in common10.0%

End-of-day Nov 6, 2026 · share of each fund

SDVY vs USVM Returns, Every Period

First TrustSDVY

+9.2%

5 years, per year

USVMVictoryShares

+9.2%

5 years, per year

SDVYUSVMFaded: behind in that period

0–3USVM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SDVY vs USVM

YTD

First TrustSDVY

+10.2%

USVMVictoryShares

+15.1%

+10.2%Year to date+15.1%

−9.5%Worst drop · 1Y−8.4%

14.5%Volatility · 1Y14.3%

1.0%Yield2.0%

$11.4BAssets$1.8B

4–0USVM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDVY, USVM

Today

0.22%lowest, USVM

FundExpense ratioFee$10k

USVM0.22%$22

SDVY0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SDVY, USVM

1.99%highest, USVM

FundTrailing yieldYield$10k

USVM1.99%$199

SDVY1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, USVM

USVM$199 − $22 = $177

SDVY$100 − $58 = $42

KeptFee

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

Overlap: SDVY, USVM

Today

10.0%most shared, SDVY and USVM

SDVYUSVM

SDVY—10.0%

USVM10.0%—

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

Return vs Bumpiness: 2 ETFs

+18.5%USVM, at 14.3% volatility

USVMWorst drop−8.4%14.3% vol

SDVYWorst drop−9.5%14.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USVMSDVY

+15.1%Year to date+10.2%

2.0%Yield1.0%

+18.5%Past year+12.5%

0.22%Fee0.58%

4–0USVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026