Compare · 2 funds side by side · dividends reinvested

ULVM and SCHD

ULVMVictoryShares×SCHDSchwab×

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 SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

VictoryShares US Value Momentum ETFUS Stock Styles · Value0.24%1.77%+20.5%+23.8%+24.6%+11.9%−7.7%10.7%$267M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: ULVM 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Value Momentum ETF · $267M$17,551

ULVM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 9.5% in common

ULVMMeasureSCHD

+20.5%Year to dateJan 1 → Nov 4+35.3%

+23.8%1 yearTotal return+41.6%

+24.6%3 years · per year$10,000 became $19,334 · $17,908+21.4%

+11.9%5 years · per year$10,000 became $17,551 · $16,881+11.0%

0.24%Expense ratio$24 · $6 a year on $10k · lower is better0.06%

1.77%Trailing 12-mo yield$177 · $291 a year on $10k2.91%

−7.7%Worst dropSmaller is better−6.9%

10.7%VolatilityLower is calmer11.5%

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

3–5SCHD 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 SCHD: Top 5 Holdings

Today

ULVM

7.6%in top 5

SCHD

in top 521.6%

ULVMStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

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

Held in common9.5%

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

ULVM vs SCHD Returns, Every Period

VictorySharesULVM

+11.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ULVMSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: ULVM vs SCHD

YTD

VictorySharesULVM

+20.5%

SCHDSchwab

+35.3%

+20.5%Year to date+35.3%

−7.7%Worst drop · 1Y−6.9%

10.7%Volatility · 1Y11.5%

1.8%Yield2.9%

$267MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: ULVM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ULVM0.24%$24

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

Yields: ULVM, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ULVM1.77%$177

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ULVM$177 − $24 = $153

KeptFee

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

Overlap: ULVM, SCHD

Today

9.5%most shared, ULVM and SCHD

ULVMSCHD

ULVM—9.5%

SCHD9.5%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

ULVMWorst drop−7.7%10.7% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDULVM

+35.3%Year to date+20.5%

2.9%Yield1.8%

+41.6%Past year+23.8%

0.06%Fee0.24%

4–0SCHD wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026