Compare · 2 funds side by side · dividends reinvested

UIVM and SPY

UIVMVictoryShares×SPYSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,964UIVM · best of the two

02 / 04

UIVM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares International Value Momentum ETFInternational · Ex-US broad0.38%4.37%+16.6%+23.5%+25.9%+12.4%−11.0%16.2%$335M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: UIVM 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares International Value Momentum ETF · $335M$17,964

UIVM

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

UIVMMeasureSPY

+16.6%Year to dateJan 1 → Nov 6+8.7%

+23.5%1 yearTotal return+9.7%

+25.9%3 years · per year$10,000 became $19,973 · $18,039+21.7%

+12.4%5 years · per year$10,000 became $17,964 · $17,118+11.3%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

4.37%Trailing 12-mo yield$437 · $103 a year on $10k1.03%

−11.0%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.6%

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

5–3UIVM wins

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

More Ways to See the Pairs

UIVM vs SPY: Top 5 Holdings

Today

UIVM

4.9%in top 5

SPY

in top 527.8%

UIVMStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%RY.TOnot top 5

1.0%NN.ASnot top 5

1.0%TD.TOnot top 5

0.9%D05.SInot top 5

0.9%INVE-B.Snot top 5

Held in common0.0%

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

UIVM vs SPY Returns, Every Period

VictorySharesUIVM

+12.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

UIVMSPYFaded: behind in that period

4–0UIVM wins

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

International vs Core: UIVM vs SPY

YTD

VictorySharesUIVM

+16.6%

SPYSPDR

+8.7%

+16.6%Year to date+8.7%

−11.0%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.6%

4.4%Yield1.0%

$335MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: UIVM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

UIVM0.38%$38

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

Yields: UIVM, SPY

4.37%highest, UIVM

FundTrailing yieldYield$10k

UIVM4.37%$437

SPY1.03%$103

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

Income After Fees on $10,000

$399most kept, UIVM

UIVM$437 − $38 = $399

SPY$103 − $9 = $94

KeptFee

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

Overlap: UIVM, SPY

Today

0.0%most shared, UIVM and SPY

UIVMSPY

UIVM—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+23.5%UIVM, at 16.2% volatility

SPYWorst drop−8.9%13.6% vol

UIVMWorst drop−11.0%16.2% vol

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

Paid More vs Made More

YTD

UIVMSPY

+16.6%Year to date+8.7%

4.4%Yield1.0%

+23.5%Past year+9.7%

0.38%Fee0.09%

3–1UIVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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