Compare · 3 funds side by side · dividends reinvested

ULVM, VOO and IVV

ULVMVictoryShares×VOOVanguard×IVViShares×

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

02 / 04

ULVM, VOO 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%$263M1.5

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%$875B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.5

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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ULVM

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

ULVMMeasureVOO

+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 · $17,543+11.9%

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

1.79%Trailing 12-mo yield$179 · $107 a year on $10k1.07%

−7.7%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.7%

ULVMVOO 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 VOO: Top 5 Holdings

Today

ULVM

7.9%in top 5

VOO

in top 528.3%

ULVMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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 common12.7%

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

ULVM vs VOO Returns, Every Period

VictorySharesULVM

+11.2%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

ULVMVOOFaded: 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, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ULVM0.24%$24

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

Yields: ULVM, VOO, IVV

1.79%highest, ULVM

FundTrailing yieldYield$10k

ULVM1.79%$179

IVV1.11%$111

VOO1.07%$107

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

VOO$107 − $3 = $104

KeptFee

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

Overlap: ULVM, VOO, IVV

Today

92.7%most shared, VOO and IVV

ULVMVOOIVV

ULVM—12.7%13.3%

VOO12.7%—92.7%

IVV13.3%92.7%—

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

Return vs Bumpiness: 3 ETFs

+22.9%ULVM, at 11.2% volatility

ULVMWorst drop−7.7%11.2% vol

VOOWorst drop−8.9%13.7% 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 Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026