Compare · 2 funds side by side · dividends reinvested

ULVM and VIG

ULVMVictoryShares×VIGVanguard×

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 VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Value Momentum ETFUS Stock Styles · Value0.24%1.77%+20.5%+23.8%+24.6%+11.9%−7.7%10.7%$267M1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: ULVM 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

ULVM

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

ULVMMeasureVIG

+20.5%Year to dateJan 1 → Nov 4+16.4%

+23.8%1 yearTotal return+18.9%

+24.6%3 years · per year$10,000 became $19,334 · $17,533+20.6%

+11.9%5 years · per year$10,000 became $17,551 · $17,005+11.2%

0.24%Expense ratio$24 · $4 a year on $10k · lower is better0.04%

1.77%Trailing 12-mo yield$177 · $144 a year on $10k1.44%

−7.7%Worst dropSmaller is better−7.9%

10.7%VolatilityLower is calmer10.2%

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

6–2ULVM 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 VIG: Top 5 Holdings

Today

ULVM

7.6%in top 5

VIG

in top 522.1%

ULVMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common7.6%

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

ULVM vs VIG Returns, Every Period

VictorySharesULVM

+11.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

ULVMVIGFaded: behind in that period

4–0ULVM wins

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

Stocks vs Income: ULVM vs VIG

YTD

VictorySharesULVM

+20.5%

VIGVanguard

+16.4%

+20.5%Year to date+16.4%

−7.7%Worst drop · 1Y−7.9%

10.7%Volatility · 1Y10.2%

1.8%Yield1.4%

$267MAssets$109B

3–1ULVM wins

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

Cost, Income and Risk

Fees: ULVM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ULVM0.24%$24

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

Yields: ULVM, VIG

1.77%highest, ULVM

FundTrailing yieldYield$10k

ULVM1.77%$177

VIG1.44%$144

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

Income After Fees on $10,000

$153most kept, ULVM

ULVM$177 − $24 = $153

VIG$144 − $4 = $140

KeptFee

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

Overlap: ULVM, VIG

Today

7.6%most shared, ULVM and VIG

ULVMVIG

ULVM—7.6%

VIG7.6%—

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

Return vs Bumpiness: 2 ETFs

+23.8%ULVM, at 10.7% volatility

VIGWorst drop−7.9%10.2% vol

ULVMWorst drop−7.7%10.7% vol

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

Paid More vs Made More

YTD

ULVMVIG

+20.5%Year to date+16.4%

1.8%Yield1.4%

+23.8%Past year+18.9%

0.24%Fee0.04%

3–1ULVM 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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