Compare · 3 funds side by side · dividends reinvested

USVM, IWF and VUG

USVMVictoryShares×IWFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

USVM, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.99%+15.1%+18.5%+20.7%+9.2%−8.4%14.3%$1.8B1.5

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

Rank among the three1st → 3rdFee, 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: USVM 2017 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,497

USVM

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

USVMMeasureIWF

+15.1%Year to dateJan 1 → Nov 6−5.3%

+18.5%1 yearTotal return−6.5%

+20.7%3 years · per year$10,000 became $17,588 · $17,022+19.4%

+9.2%5 years · per year$10,000 became $15,497 · $15,442+9.1%

0.22%Expense ratio$22 · $18 a year on $10k · lower is better0.18%

1.99%Trailing 12-mo yield$199 · $39 a year on $10k0.39%

−8.4%Worst dropSmaller is better−14.6%

14.3%VolatilityLower is calmer19.4%

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

7–1USVM wins

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

More Ways to See the Pairs

USVM vs IWF: Top 5 Holdings

Today

USVM

3.6%in top 5

IWF

in top 539.8%

USVMStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.8%PNWnot top 5

0.7%SWXnot top 5

0.7%AVAnot top 5

0.7%WTMnot top 5

0.7%OGSnot top 5

Held in common0.1%

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

USVM vs IWF Returns, Every Period

VictorySharesUSVM

+9.2%

5 years, per year

IWFiShares

+9.1%

5 years, per year

USVMIWFFaded: behind in that period

4–0USVM wins

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

USVM vs VUG

YTD

VictorySharesUSVM

+15.1%

VUGVanguard

+1.4%

+15.1%Year to date+1.4%

−8.4%Worst drop · 1Y−15.1%

14.3%Volatility · 1Y19.0%

2.0%Yield0.4%

$1.8BAssets$233B

4–0USVM wins

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

Cost, Income and Risk

Fees: USVM, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

USVM0.22%$22

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

Yields: USVM, IWF, VUG

1.99%highest, USVM

FundTrailing yieldYield$10k

USVM1.99%$199

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$177most kept, USVM

USVM$199 − $22 = $177

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: USVM, IWF, VUG

Today

78.0%most shared, IWF and VUG

USVMIWFVUG

USVM—0.1%0.0%

IWF0.1%—78.0%

VUG0.0%78.0%—

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

Return vs Bumpiness: 3 ETFs

+18.5%USVM, at 14.3% volatility

USVMWorst drop−8.4%14.3% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

USVMVUG

+15.1%Year to date+1.4%

2.0%Yield0.4%

+18.5%Past year+0.2%

0.22%Fee0.03%

3–1USVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

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