Compare · 2 funds side by side · dividends reinvested

ULVM and DFAT

ULVMVictoryShares×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,551ULVM · best of the two

02 / 04

ULVM and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Value Momentum ETFUS Stock Styles · Value0.24%1.77%+20.5%+23.8%+24.6%+11.9%−7.7%10.7%$268M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$31.7B1.8

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: ULVM 2017 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Value Momentum ETF · $268M$17,551

ULVM

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,744

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

ULVMMeasureDFAT

+20.5%Year to dateJan 1 → Nov 4+20.6%

+23.8%1 yearTotal return+26.4%

+24.6%3 years · per year$10,000 became $19,334 · $17,261+20.0%

+11.9%5 years · per year$10,000 became $17,551 · $16,744+10.9%

0.24%Expense ratio$24 · $31 a year on $10k · lower is better0.31%

1.77%Trailing 12-mo yield$177 · $131 a year on $10k1.31%

−7.7%Worst dropSmaller is better−9.6%

10.7%VolatilityLower is calmer14.3%

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

6–2ULVM wins

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

More Ways to See the Pairs

ULVM vs DFAT: Top 5 Holdings

Today

ULVM

7.6%in top 5

DFAT

in top 53.6%

ULVMStockDFAT

1.8%BRK-Bnot top 5

1.5%EDnot top 5

1.5%EVRGnot top 5

1.4%AFLnot top 5

1.4%CNPnot top 5

not top 5OVV0.8%

not top 5CNH0.7%

not top 5APA0.7%

not top 5BALL0.7%

not top 5TOL0.7%

Held in common2.6%

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

ULVM vs DFAT Returns, Every Period

VictorySharesULVM

+11.9%

5 years, per year

DFATDimensional

+10.9%

5 years, per year

ULVMDFATFaded: behind in that period

2–2Level

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

ULVM vs DFAT

YTD

VictorySharesULVM

+20.5%

DFATDimensional

+20.6%

+20.5%Year to date+20.6%

−7.7%Worst drop · 1Y−9.6%

10.7%Volatility · 1Y14.3%

1.8%Yield1.3%

$268MAssets$31.7B

3–1ULVM wins

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

Cost, Income and Risk

Fees: ULVM, DFAT

Today

0.24%lowest, ULVM

FundExpense ratioFee$10k

ULVM0.24%$24

DFAT0.31%$31

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

Yields: ULVM, DFAT

1.77%highest, ULVM

FundTrailing yieldYield$10k

ULVM1.77%$177

DFAT1.31%$131

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

Income After Fees on $10,000

$153most kept, ULVM

ULVM$177 − $24 = $153

DFAT$131 − $31 = $100

KeptFee

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

Overlap: ULVM, DFAT

Today

2.6%most shared, ULVM and DFAT

ULVMDFAT

ULVM—2.6%

DFAT2.6%—

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

Return vs Bumpiness: 2 ETFs

+26.4%DFAT, at 14.3% volatility

ULVMWorst drop−7.7%10.7% vol

DFATWorst drop−9.6%14.3% vol

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

Paid More vs Made More

YTD

ULVMDFAT

+20.5%Year to date+20.6%

1.8%Yield1.3%

+23.8%Past year+26.4%

0.24%Fee0.31%

2–2level

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