Compare · 4 funds side by side · dividends reinvested

SDVY, USVM, FMTM and OSCV

SDVYFirst Trust×USVMVictoryShares×FMTMMarketDesk×OSCVAptus×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,561SDVY · best of the four

02 / 04

SDVY, USVM, FMTM and OSCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.93%+15.1%+19.2%+21.1%+9.2%−8.4%14.3%$1.9B1.5

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%1.00%+10.4%+14.0%+17.8%+9.2%−9.5%14.6%$11.4B2.6

MarketDesk Focused U.S. Momentum ETFUS Stock Styles · Factor0.45%0.26%+15.5%+20.9%[…][…]−15.4%27.4%$266M2.7

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.13%+10.3%+11.4%+12.5%+4.8%−9.1%12.2%$637M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SDVY 2017 · USVM 2017 · FMTM 2025 · OSCV 2018

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4B$15,561

SDVY

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,513

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

SDVYMeasureUSVM

+10.4%Year to dateJan 1 → Nov 5+15.1%

+14.0%1 yearTotal return+19.2%

+17.8%3 years · per year$10,000 became $16,335 · $17,750+21.1%

+9.2%5 years · per year$10,000 became $15,561 · $15,513+9.2%

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

1.00%Trailing 12-mo yield$100 · $193 a year on $10k1.93%

−9.5%Worst dropSmaller is better−8.4%

14.6%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 5, 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

5.4%in top 5

USVM

in top 53.6%

SDVYStockUSVM

1.1%WSMnot top 5

1.1%YOUnot top 5

1.1%THGnot top 5

1.1%EXPEnot top 5

1.1%IPARnot top 5

not top 5PNW0.8%

not top 5SWX0.7%

not top 5WTM0.7%

not top 5SR0.7%

not top 5KRG0.7%

Held in common9.9%

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SDVY vs USVM

YTD

First TrustSDVY

+10.4%

USVMVictoryShares

+15.1%

+10.4%Year to date+15.1%

−9.5%Worst drop · 1Y−8.4%

14.6%Volatility · 1Y14.3%

1.0%Yield1.9%

$11.4BAssets$1.9B

4–0USVM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDVY, USVM, FMTM, OSCV

Today

0.22%lowest, USVM

FundExpense ratioFee$10k

USVM0.22%$22

FMTM0.45%$45

SDVY0.58%$58

OSCV0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SDVY, USVM, FMTM, OSCV

1.93%highest, USVM

FundTrailing yieldYield$10k

USVM1.93%$193

OSCV1.13%$113

SDVY1.00%$100

FMTM0.26%$26

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$171most kept, USVM

USVM$193 − $22 = $171

SDVY$100 − $58 = $42

OSCV$113 − $79 = $34

FMTM$26 − $45 = −$19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SDVY, USVM, FMTM, OSCV

Today

10.0%most shared, SDVY and OSCV

SDVYUSVMFMTMOSCV

SDVY—9.9%4.4%10.0%

USVM9.9%—1.2%5.3%

FMTM4.4%1.2%—3.4%

OSCV10.0%5.3%3.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.9%FMTM, at 27.4% volatility

OSCVWorst drop−9.1%12.2% vol

USVMWorst drop−8.4%14.3% vol

SDVYWorst drop−9.5%14.6% vol

FMTMWorst drop−15.4%27.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USVMFMTM

+15.1%Year to date+15.5%

1.9%Yield0.3%

+19.2%Past year+20.9%

0.22%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026