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$16,409USVM · 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%1.86%+19.4%+23.0%+22.9%+10.4%−8.4%13.8%$1.9B1.3

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.63%+18.9%+24.0%+11.1%+1.3%−15.1%17.2%$286M1.8

Rank among the two1st → 2ndFee, 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 · KBWY 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

USVM

KBWY

Invesco KBW Premium Yield Equity REIT ETF · $286M$10,669

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

USVMMeasureKBWY

+19.4%Year to dateJan 1 → Nov 4+18.9%

+23.0%1 yearTotal return+24.0%

+22.9%3 years · per year$10,000 became $18,581 · $13,711+11.1%

+10.4%5 years · per year$10,000 became $16,409 · $10,669+1.3%

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

1.86%Trailing 12-mo yield$186 · $863 a year on $10k8.63%

−8.4%Worst dropSmaller is better−15.1%

13.8%VolatilityLower is calmer17.2%

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

6–2USVM 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 KBWY: Top 5 Holdings

Today

USVM

3.6%in top 5

KBWY

in top 525.5%

USVMStockKBWY

not top 5IIPR7.2%

not top 5MRP4.8%

not top 5GOOD4.6%

not top 5CHCT4.5%

not top 5AHRT4.4%

0.8%PNWnot top 5

0.7%SWXnot top 5

0.7%WTMnot top 5

0.7%OGSnot top 5

0.7%KRGnot top 5

Held in common2.3%

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

USVM vs KBWY Returns, Every Period

VictorySharesUSVM

+10.4%

5 years, per year

KBWYInvesco

+1.3%

5 years, per year

USVMKBWYFaded: behind in that period

3–1USVM wins

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

Stocks vs Income: USVM vs KBWY

YTD

VictorySharesUSVM

+19.4%

KBWYInvesco

+18.9%

+19.4%Year to date+18.9%

−8.4%Worst drop · 1Y−15.1%

13.8%Volatility · 1Y17.2%

1.9%Yield8.6%

$1.9BAssets$286M

3–1USVM wins

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

Yields: USVM, KBWY

8.63%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.63%$863

USVM1.86%$186

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

Income After Fees on $10,000

$828most kept, KBWY

KBWY$863 − $35 = $828

USVM$186 − $22 = $164

KeptFee

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

Return vs Bumpiness: 2 ETFs

+24.0%KBWY, at 17.2% volatility

USVMWorst drop−8.4%13.8% vol

KBWYWorst drop−15.1%17.2% vol

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

Paid More vs Made More

YTD

KBWYUSVM

+18.9%Year to date+19.4%

8.6%Yield1.9%

+24.0%Past year+23.0%

0.35%Fee0.22%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026