Compare · 3 funds side by side · dividends reinvested

ULVM, IWD and VUG

ULVMVictoryShares×IWDiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,456IWD · best of the three

02 / 04

ULVM, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$82.9B1.5

VictoryShares US Value Momentum ETFUS Stock Styles · Value0.24%1.79%+19.1%+22.9%+22.5%+11.2%−7.7%11.2%$263M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, 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 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ULVM

IWD

iShares Russell 1000 Value ETF · $82.9B$17,456

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

ULVMMeasureIWD

+19.1%Year to dateJan 1 → Nov 9+26.2%

+22.9%1 yearTotal return+31.3%

+22.5%3 years · per year$10,000 became $18,398 · $18,456+22.7%

+11.2%5 years · per year$10,000 became $16,968 · $17,456+11.8%

0.24%Expense ratio$24 · $18 a year on $10k · lower is better0.18%

1.79%Trailing 12-mo yield$179 · $134 a year on $10k1.34%

−7.7%Worst dropSmaller is better−6.8%

11.2%VolatilityLower is calmer11.7%

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

2–6IWD 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 IWD: Top 5 Holdings

Today

ULVM

7.9%in top 5

IWD

in top 522.6%

ULVMStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.2%

1.8%BRK-B2.8%

not top 5JPM2.4%

1.6%EVRGnot top 5

1.6%EDnot top 5

1.5%AFLnot top 5

1.5%Lnot top 5

Held in common16.5%

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

ULVM vs IWD Returns, Every Period

VictorySharesULVM

+11.2%

5 years, per year

IWDiShares

+11.8%

5 years, per year

ULVMIWDFaded: behind in that period

0–4IWD wins

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

ULVM vs IWD

YTD

VictorySharesULVM

+19.1%

IWDiShares

+26.2%

+19.1%Year to date+26.2%

−7.7%Worst drop · 1Y−6.8%

11.2%Volatility · 1Y11.7%

1.8%Yield1.3%

$263MAssets$82.9B

2–2level

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

Cost, Income and Risk

Fees: ULVM, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

ULVM0.24%$24

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

Yields: ULVM, IWD, VUG

1.79%highest, ULVM

FundTrailing yieldYield$10k

ULVM1.79%$179

IWD1.34%$134

VUG0.41%$41

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

Income After Fees on $10,000

$155most kept, ULVM

ULVM$179 − $24 = $155

IWD$134 − $18 = $116

VUG$41 − $3 = $38

KeptFee

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

Overlap: ULVM, IWD, VUG

Today

22.9%most shared, IWD and VUG

ULVMIWDVUG

ULVM—16.5%2.2%

IWD16.5%—22.9%

VUG2.2%22.9%—

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

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

ULVMWorst drop−7.7%11.2% vol

IWDWorst drop−6.8%11.7% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

ULVMIWD

+19.1%Year to date+26.2%

1.8%Yield1.3%

+22.9%Past year+31.3%

0.24%Fee0.18%

3–1IWD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026