Compare · 2 funds side by side · dividends reinvested

ULVM and VUG

ULVMVictoryShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,784ULVM · best of the two

02 / 04

ULVM and VUG, 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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ULVM

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

ULVMMeasureVUG

+16.9%Year to dateJan 1 → Nov 6+1.4%

+19.9%1 yearTotal return+0.2%

+22.6%3 years · per year$10,000 became $18,408 · $18,415+22.6%

+10.9%5 years · per year$10,000 became $16,784 · $16,124+10.0%

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

1.82%Trailing 12-mo yield$182 · $42 a year on $10k0.42%

−7.7%Worst dropSmaller is better−15.1%

11.0%VolatilityLower is calmer19.0%

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

6–1ULVM 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 VUG: Top 5 Holdings

Today

ULVM

7.9%in top 5

VUG

in top 545.2%

ULVMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common2.2%

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

ULVM vs VUG Returns, Every Period

VictorySharesULVM

+10.9%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

ULVMVUGFaded: behind in that period

3–0ULVM wins

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

ULVM vs VUG

YTD

VictorySharesULVM

+16.9%

VUGVanguard

+1.4%

+16.9%Year to date+1.4%

−7.7%Worst drop · 1Y−15.1%

11.0%Volatility · 1Y19.0%

1.8%Yield0.4%

$271MAssets$233B

4–0ULVM wins

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

Cost, Income and Risk

Fees: ULVM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ULVM0.24%$24

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

Yields: ULVM, VUG

1.82%highest, ULVM

FundTrailing yieldYield$10k

ULVM1.82%$182

VUG0.42%$42

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

Income After Fees on $10,000

$158most kept, ULVM

ULVM$182 − $24 = $158

VUG$42 − $3 = $39

KeptFee

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

Overlap: ULVM, VUG

Today

2.2%most shared, ULVM and VUG

ULVMVUG

ULVM—2.2%

VUG2.2%—

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

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

ULVMVUG

+16.9%Year to date+1.4%

1.8%Yield0.4%

+19.9%Past year+0.2%

0.24%Fee0.03%

3–1ULVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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