Compare · 2 funds side by side · dividends reinvested

USVM and KBWY

USVMVictoryShares×KBWYInvesco×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,914USVM · best of the two

02 / 04

USVM and KBWY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.88%+18.4%+21.9%+22.8%+9.7%−8.4%13.8%$1.9B1.1

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.91%+15.2%+20.2%+10.4%+0.6%−15.1%16.9%$289M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: USVM 2017 · KBWY 2010

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,914

USVM

KBWY

Invesco KBW Premium Yield Equity REIT ETF · $289M$10,286

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

USVMMeasureKBWY

+18.4%Year to dateJan 1 → Nov 3+15.2%

+21.9%1 yearTotal return+20.2%

+22.8%3 years · per year$10,000 became $18,497 · $13,447+10.4%

+9.7%5 years · per year$10,000 became $15,914 · $10,286+0.6%

0.22%Expense ratio$22 · $35 a year on $10k · lower is better0.35%

1.88%Trailing 12-mo yield$188 · $891 a year on $10k8.91%

−8.4%Worst dropSmaller is better−15.1%

13.8%VolatilityLower is calmer16.9%

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

7–1USVM wins

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

More Ways to See the Pairs

USVM vs KBWY: Top 5 Holdings

Today

USVM

3.6%in top 5

KBWY

in top 525.3%

USVMStockKBWY

not top 5IIPR7.1%

not top 5MRP4.9%

not top 5GOOD4.6%

not top 5CHCT4.5%

not top 5AHRT4.2%

0.8%PNWnot top 5

0.7%SWXnot top 5

0.7%WTMnot top 5

0.7%KRGnot top 5

0.7%SRnot top 5

Held in common2.3%

End-of-day Nov 3, 2026 · share of each fund

USVM vs KBWY Returns, Every Period

VictorySharesUSVM

+9.7%

5 years, per year

KBWYInvesco

+0.6%

5 years, per year

USVMKBWYFaded: behind in that period

4–0USVM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: USVM vs KBWY

YTD

VictorySharesUSVM

+18.4%

KBWYInvesco

+15.2%

+18.4%Year to date+15.2%

−8.4%Worst drop · 1Y−15.1%

13.8%Volatility · 1Y16.9%

1.9%Yield8.9%

$1.9BAssets$289M

3–1USVM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USVM, KBWY

Today

0.22%lowest, USVM

FundExpense ratioFee$10k

USVM0.22%$22

KBWY0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USVM, KBWY

8.91%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.91%$891

USVM1.88%$188

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$856most kept, KBWY

KBWY$891 − $35 = $856

USVM$188 − $22 = $166

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USVM, KBWY

Today

2.3%most shared, USVM and KBWY

USVMKBWY

USVM—2.3%

KBWY2.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.9%USVM, at 13.8% volatility

USVMWorst drop−8.4%13.8% vol

KBWYWorst drop−15.1%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KBWYUSVM

+15.2%Year to date+18.4%

8.9%Yield1.9%

+20.2%Past year+21.9%

0.35%Fee0.22%

3–1USVM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026