Compare · 2 funds side by side · dividends reinvested

ULVM and IVV

ULVMVictoryShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

ULVM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Value Momentum ETFUS Stock Styles · Value0.24%1.79%+19.1%+22.9%+22.5%+11.2%−7.7%11.2%$263M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: ULVM 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Value Momentum ETF · $263M$16,968

ULVM

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

ULVMMeasureIVV

+19.1%Year to dateJan 1 → Nov 9+11.3%

+22.9%1 yearTotal return+13.6%

+22.5%3 years · per year$10,000 became $18,398 · $18,159+22.0%

+11.2%5 years · per year$10,000 became $16,968 · $17,545+11.9%

0.24%Expense ratio$24 · $3 a year on $10k · lower is better0.03%

1.79%Trailing 12-mo yield$179 · $111 a year on $10k1.11%

−7.7%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.8%

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

6–2ULVM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ULVM vs IVV: Top 5 Holdings

Today

ULVM

7.9%in top 5

IVV

in top 527.8%

ULVMStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.8%BRK-Bnot top 5

1.6%EVRGnot top 5

1.6%EDnot top 5

1.5%AFLnot top 5

1.5%Lnot top 5

Held in common13.3%

End-of-day Nov 9, 2026 · share of each fund

ULVM vs IVV Returns, Every Period

VictorySharesULVM

+11.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

ULVMIVVFaded: behind in that period

3–1ULVM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ULVM vs IVV

YTD

VictorySharesULVM

+19.1%

IVViShares

+11.3%

+19.1%Year to date+11.3%

−7.7%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.8%

1.8%Yield1.1%

$263MAssets$875B

4–0ULVM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ULVM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ULVM0.24%$24

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ULVM, IVV

1.79%highest, ULVM

FundTrailing yieldYield$10k

ULVM1.79%$179

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$155most kept, ULVM

ULVM$179 − $24 = $155

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ULVM, IVV

Today

13.3%most shared, ULVM and IVV

ULVMIVV

ULVM—13.3%

IVV13.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%ULVM, at 11.2% volatility

ULVMWorst drop−7.7%11.2% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ULVMIVV

+19.1%Year to date+11.3%

1.8%Yield1.1%

+22.9%Past year+13.6%

0.24%Fee0.03%

3–1ULVM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026