Compare · 2 funds side by side · dividends reinvested

UIVM and SCHD

UIVMVictoryShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,047UIVM · best of the two

02 / 04

UIVM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

VictoryShares International Value Momentum ETFInternational · Ex-US broad0.38%4.29%+17.8%+25.5%+26.8%+12.5%−11.0%16.2%$329M1.6

Rank among the two1st → 2ndFee, 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: UIVM 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares International Value Momentum ETF · $329M$18,047

UIVM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UIVMMeasureSCHD

+17.8%Year to dateJan 1 → Nov 5+32.3%

+25.5%1 yearTotal return+38.7%

+26.8%3 years · per year$10,000 became $20,386 · $17,414+20.3%

+12.5%5 years · per year$10,000 became $18,047 · $16,375+10.4%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

4.29%Trailing 12-mo yield$429 · $298 a year on $10k2.98%

−11.0%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

UIVM vs SCHD: Top 5 Holdings

Today

UIVM

5.0%in top 5

SCHD

in top 521.7%

UIVMStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.1%RY.TOnot top 5

1.0%TD.TOnot top 5

1.0%NN.ASnot top 5

1.0%GWO.TOnot top 5

1.0%INVE-B.Snot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

UIVM vs SCHD Returns, Every Period

VictorySharesUIVM

+12.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

UIVMSCHDFaded: behind in that period

2–2Level

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

International vs Income: UIVM vs SCHD

YTD

VictorySharesUIVM

+17.8%

SCHDSchwab

+32.3%

+17.8%Year to date+32.3%

−11.0%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.7%

4.3%Yield3.0%

$329MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: UIVM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

UIVM0.38%$38

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

Yields: UIVM, SCHD

4.29%highest, UIVM

FundTrailing yieldYield$10k

UIVM4.29%$429

SCHD2.98%$298

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

Income After Fees on $10,000

$391most kept, UIVM

UIVM$429 − $38 = $391

SCHD$298 − $6 = $292

KeptFee

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

Overlap: UIVM, SCHD

Today

0.0%most shared, UIVM and SCHD

UIVMSCHD

UIVM—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

UIVMWorst drop−11.0%16.2% vol

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

Paid More vs Made More

YTD

UIVMSCHD

+17.8%Year to date+32.3%

4.3%Yield3.0%

+25.5%Past year+38.7%

0.38%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026