Compare · 2 funds side by side · dividends reinvested

ULVM and DFAT

ULVMVictoryShares×DFATDimensional×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,959ULVM · best of the two

Story of the two · IncomeMost incomeULVM · 1.78% · $178 a year on $10k

Story of the two · RiskSmallest drop

ULVM and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Value Momentum ETFUS Stock Styles · Value0.24%1.78%+19.7%+20.9%+22.4%+11.1%−7.7%11.1%$271M1.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B1.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: ULVM 2017 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VictoryShares US Value Momentum ETF · $271M$16,959

ULVM

DFAT

Dimensional - US Targeted Value ETF · $31.5B$15,633

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

ULVMMeasureDFAT

+19.7%

More Ways to See the Pairs

ULVM vs DFAT: Top 5 Holdings

Today

ULVM

7.8%in top 5

DFAT

in top 53.6%

ULVMStockDFAT

1.8%BRK-Bnot top 5

1.5%EVRGnot top 5

1.5%EDnot top 5

1.5%AFLnot top 5

1.4%Lnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: ULVM, DFAT

1Y

1.78%highest, ULVM

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+18.5%

+20.9%1 yearTotal return+22.9%

+22.4%3 years · per year$10,000 became $18,342 · $16,236+17.5%

+11.1%5 years · per year$10,000 became $16,959 · $15,633+9.3%

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

1.78%Trailing 12-mo yield$178 · $133 a year on $10k1.33%

−7.7%Worst dropSmaller is better−9.6%

11.1%VolatilityLower is calmer14.8%

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

7–1ULVM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common2.5%

End-of-day Nov 12, 2026 · share of each fund

ULVM vs DFAT Returns, Every Period

5Y

VictorySharesULVM

+11.1%

5 years, per year

DFATDimensional

+9.3%

5 years, per year

ULVMDFATFaded: behind in that period

3–1ULVM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

ULVM vs DFAT

YTD

VictorySharesULVM

+19.7%

DFATDimensional

+18.5%

+19.7%Year to date+18.5%

−7.7%Worst drop · 1Y−9.6%

11.1%Volatility · 1Y14.8%

1.8%Yield1.3%

$271MAssets$31.5B

4–0ULVM wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

ULVM1.78%$178

DFAT1.33%$133

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

Income After Fees on $10,000

1Y

$154most kept, ULVM

ULVM$178 − $24 = $154

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ULVM, DFAT

Today

2.5%most shared, ULVM and DFAT

ULVMDFAT

ULVM—2.5%

DFAT2.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.9%DFAT, at 14.8% volatility

ULVMWorst drop−7.7%11.1% vol

DFATWorst drop−9.6%14.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

ULVMDFAT

+19.7%Year to date+18.5%

1.8%Yield1.3%

+20.9%Past year+22.9%

0.24%Fee0.31%

3–1ULVM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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ULVM and DFAT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two