Compare · 2 funds side by side · dividends reinvested

ULVM and SPY

ULVMVictoryShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

ULVM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Value Momentum ETFUS Stock Styles · Value0.24%1.82%+16.9%+19.9%+22.6%+10.9%−7.7%11.0%$271M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: ULVM 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Value Momentum ETF · $271M$16,784

ULVM

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

ULVMMeasureSPY

+16.9%Year to dateJan 1 → Nov 6+8.7%

+19.9%1 yearTotal return+9.7%

+22.6%3 years · per year$10,000 became $18,408 · $18,039+21.7%

+10.9%5 years · per year$10,000 became $16,784 · $17,118+11.3%

0.24%Expense ratio$24 · $9 a year on $10k · lower is better0.09%

1.82%Trailing 12-mo yield$182 · $103 a year on $10k1.03%

−7.7%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.6%

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

6–2ULVM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ULVM vs SPY: Top 5 Holdings

Today

ULVM

7.9%in top 5

SPY

in top 527.8%

ULVMStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.8%BRK-Bnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.5%AFLnot top 5

1.5%Lnot top 5

Held in common13.3%

End-of-day Nov 6, 2026 · share of each fund

ULVM vs SPY Returns, Every Period

VictorySharesULVM

+10.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ULVMSPYFaded: behind in that period

3–1ULVM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ULVM vs SPY

YTD

VictorySharesULVM

+16.9%

SPYSPDR

+8.7%

+16.9%Year to date+8.7%

−7.7%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.6%

1.8%Yield1.0%

$271MAssets$819B

4–0ULVM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ULVM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ULVM0.24%$24

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ULVM, SPY

1.82%highest, ULVM

FundTrailing yieldYield$10k

ULVM1.82%$182

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$158most kept, ULVM

ULVM$182 − $24 = $158

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ULVM, SPY

Today

13.3%most shared, ULVM and SPY

ULVMSPY

ULVM—13.3%

SPY13.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.9%ULVM, at 11.0% volatility

ULVMWorst drop−7.7%11.0% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ULVMSPY

+16.9%Year to date+8.7%

1.8%Yield1.0%

+19.9%Past year+9.7%

0.24%Fee0.09%

3–1ULVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026