Compare · 3 funds side by side · dividends reinvested

USVM, IWR and VUG

USVMVictoryShares×IWRiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

USVM, IWR 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%1.86%+19.4%+23.0%+22.9%+10.4%−8.4%13.8%$1.9B1.8

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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: USVM 2017 · IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$16,409

USVM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

USVMMeasureIWR

+19.4%Year to dateJan 1 → Nov 4+16.9%

+23.0%1 yearTotal return+18.2%

+22.9%3 years · per year$10,000 became $18,581 · $17,790+21.2%

+10.4%5 years · per year$10,000 became $16,409 · $14,596+7.9%

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

1.86%Trailing 12-mo yield$186 · $114 a year on $10k1.14%

−8.4%Worst dropSmaller is better−8.2%

13.8%VolatilityLower is calmer13.4%

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

5–3USVM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USVM vs IWR: Top 5 Holdings

Today

USVM

3.6%in top 5

IWR

in top 53.7%

USVMStockIWR

not top 5MPC0.9%

not top 5PSX0.8%

0.8%PNWnot top 5

0.7%SWXnot top 5

not top 5SNOW0.7%

0.7%WTMnot top 5

0.7%OGSnot top 5

0.7%KRGnot top 5

not top 5NET0.6%

not top 5MRNA0.6%

Held in common4.4%

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

USVM vs IWR Returns, Every Period

VictorySharesUSVM

+10.4%

5 years, per year

IWRiShares

+7.9%

5 years, per year

USVMIWRFaded: behind in that period

4–0USVM wins

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

USVM vs IWR

YTD

VictorySharesUSVM

+19.4%

IWRiShares

+16.9%

+19.4%Year to date+16.9%

−8.4%Worst drop · 1Y−8.2%

13.8%Volatility · 1Y13.4%

1.9%Yield1.1%

$1.9BAssets$58.2B

2–2level

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

Cost, Income and Risk

Fees: USVM, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

USVM0.22%$22

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

Yields: USVM, IWR, VUG

1.86%highest, USVM

FundTrailing yieldYield$10k

USVM1.86%$186

IWR1.14%$114

VUG0.40%$40

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

Income After Fees on $10,000

$164most kept, USVM

USVM$186 − $22 = $164

IWR$114 − $18 = $96

VUG$40 − $3 = $37

KeptFee

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

Overlap: USVM, IWR, VUG

Today

7.0%most shared, IWR and VUG

USVMIWRVUG

USVM—4.4%0.0%

IWR4.4%—7.0%

VUG0.0%7.0%—

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

Return vs Bumpiness: 3 ETFs

+23.0%USVM, at 13.8% volatility

IWRWorst drop−8.2%13.4% vol

USVMWorst drop−8.4%13.8% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

USVMIWR

+19.4%Year to date+16.9%

1.9%Yield1.1%

+23.0%Past year+18.2%

0.22%Fee0.18%

3–1USVM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026