Compare · 3 funds side by side · dividends reinvested

USVM, KBWY and SCHD

USVMVictoryShares×KBWYInvesco×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

USVM, KBWY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

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%$1.8B2.3

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.87%+15.7%+20.0%+9.3%+0.9%−15.1%17.3%$286M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USVM 2017 · KBWY 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

USVM

KBWY

Invesco KBW Premium Yield Equity REIT ETF · $286M$10,466

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

USVMMeasureKBWY

+15.1%Year to dateJan 1 → Nov 6+15.7%

+18.5%1 yearTotal return+20.0%

+20.7%3 years · per year$10,000 became $17,588 · $13,046+9.3%

+9.2%5 years · per year$10,000 became $15,497 · $10,466+0.9%

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

1.99%Trailing 12-mo yield$199 · $887 a year on $10k8.87%

−8.4%Worst dropSmaller is better−15.1%

14.3%VolatilityLower is calmer17.3%

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

5–3USVM 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 KBWY: Top 5 Holdings

Today

USVM

3.6%in top 5

KBWY

in top 525.5%

USVMStockKBWY

not top 5IIPR7.2%

not top 5CHCT5.0%

not top 5MRP4.9%

not top 5AHRT4.3%

not top 5GOOD4.1%

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 common2.3%

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

USVM vs KBWY Returns, Every Period

VictorySharesUSVM

+9.2%

5 years, per year

KBWYInvesco

+0.9%

5 years, per year

USVMKBWYFaded: behind in that period

2–2Level

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

Stocks vs Income: USVM vs KBWY

YTD

VictorySharesUSVM

+15.1%

KBWYInvesco

+15.7%

+15.1%Year to date+15.7%

−8.4%Worst drop · 1Y−15.1%

14.3%Volatility · 1Y17.3%

2.0%Yield8.9%

$1.8BAssets$286M

2–2level

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

Cost, Income and Risk

Fees: USVM, KBWY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

USVM0.22%$22

KBWY0.35%$35

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

Yields: USVM, KBWY, SCHD

8.87%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.87%$887

SCHD3.00%$300

USVM1.99%$199

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

Income After Fees on $10,000

$852most kept, KBWY

KBWY$887 − $35 = $852

SCHD$300 − $6 = $294

USVM$199 − $22 = $177

KeptFee

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

Overlap: USVM, KBWY, SCHD

Today

2.3%most shared, USVM and KBWY

USVMKBWYSCHD

USVM—2.3%1.3%

KBWY2.3%—0.0%

SCHD1.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

USVMWorst drop−8.4%14.3% vol

KBWYWorst drop−15.1%17.3% vol

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

Paid More vs Made More

YTD

KBWYSCHD

+15.7%Year to date+31.4%

8.9%Yield3.0%

+20.0%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026