Compare · 2 funds side by side · dividends reinvested

USVM and KBWY

USVMVictoryShares×KBWYInvesco×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,018USVM · best of the two

Story of the two · IncomeMost incomeKBWY · 8.90% · $890 a year on $10k

Story of the two · RiskSmallest drop

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%1.91%+18.2%+20.1%+21.2%+8.5%−8.4%14.4%$1.9B1.1

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.90%+15.3%+17.0%+7.7%+0.4%−15.1%17.2%$285M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: USVM 2017 · KBWY 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW Premium Yield Equity REIT ETF · $285M$10,178

KBWY

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,018

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

KBWYMeasureUSVM

+15.3%

More Ways to See the Pairs

KBWY vs USVM: Top 5 Holdings

Today

KBWY

25.5%in top 5

USVM

in top 53.6%

KBWYStockUSVM

7.1%IIPRnot top 5

5.1%CHCTnot top 5

4.8%MRPnot top 5

4.2%AHRTnot top 5

4.2%APLEnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: USVM, KBWY

1Y

8.90%highest, KBWY

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+18.2%

+17.0%1 yearTotal return+20.1%

+7.7%3 years · per year$10,000 became $12,479 · $17,795+21.2%

+0.4%5 years · per year$10,000 became $10,178 · $15,018+8.5%

0.35%Expense ratio$35 · $22 a year on $10k · lower is better0.22%

8.90%Trailing 12-mo yield$890 · $191 a year on $10k1.91%

−15.1%Worst dropSmaller is better−8.4%

17.2%VolatilityLower is calmer14.4%

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

1–7USVM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PNW0.8%

not top 5SWX0.7%

not top 5OGS0.7%

not top 5KRG0.7%

not top 5AVA0.7%

Held in common2.3%

End-of-day Nov 13, 2026 · share of each fund

KBWY vs USVM Returns, Every Period

5Y

InvescoKBWY

+0.4%

5 years, per year

USVMVictoryShares

+8.5%

5 years, per year

KBWYUSVMFaded: behind in that period

0–4USVM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: KBWY vs USVM

YTD

InvescoKBWY

+15.3%

USVMVictoryShares

+18.2%

+15.3%Year to date+18.2%

−15.1%Worst drop · 1Y−8.4%

17.2%Volatility · 1Y14.4%

8.9%Yield1.9%

$285MAssets$1.9B

3–1USVM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

KBWY8.90%$890

USVM1.91%$191

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$855most kept, KBWY

KBWY$890 − $35 = $855

USVM$191 − $22 = $169

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.1%USVM, at 14.4% volatility

USVMWorst drop−8.4%14.4% vol

KBWYWorst drop−15.1%17.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

KBWYUSVM

+15.3%Year to date+18.2%

8.9%Yield1.9%

+17.0%Past year+20.1%

0.35%Fee0.22%

3–1USVM wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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USVM and KBWY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two