Compare · 2 funds side by side · dividends reinvested

USVM and MDY

USVMVictoryShares×MDYSPDR×

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 MDY, 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%$1.9B1.0

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.1B2.0

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 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

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

USVM

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

USVMMeasureMDY

+19.4%Year to dateJan 1 → Nov 4+13.6%

+23.0%1 yearTotal return+16.0%

+22.9%3 years · per year$10,000 became $18,581 · $16,442+18.0%

+10.4%5 years · per year$10,000 became $16,409 · $14,436+7.6%

0.22%Expense ratio$22 · $23 a year on $10k · lower is better0.23%

1.86%Trailing 12-mo yield$186 · $103 a year on $10k1.03%

−8.4%Worst dropSmaller is better−8.8%

13.8%VolatilityLower is calmer14.9%

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

8–0USVM 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 MDY: Top 5 Holdings

Today

USVM

3.6%in top 5

MDY

in top 53.8%

USVMStockMDY

not top 5OKTA0.9%

0.8%PNWnot top 5

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

0.7%SWXnot top 5

not top 5ATI0.7%

0.7%WTMnot top 5

0.7%OGSnot top 5

0.7%KRGnot top 5

Held in common14.2%

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

USVM vs MDY Returns, Every Period

VictorySharesUSVM

+10.4%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

USVMMDYFaded: behind in that period

4–0USVM wins

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

USVM vs MDY

YTD

VictorySharesUSVM

+19.4%

MDYSPDR

+13.6%

+19.4%Year to date+13.6%

−8.4%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y14.9%

1.9%Yield1.0%

$1.9BAssets$26.1B

4–0USVM wins

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

Cost, Income and Risk

Fees: USVM, MDY

Today

0.22%lowest, USVM

FundExpense ratioFee$10k

USVM0.22%$22

MDY0.23%$23

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

Yields: USVM, MDY

1.86%highest, USVM

FundTrailing yieldYield$10k

USVM1.86%$186

MDY1.03%$103

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

Income After Fees on $10,000

$164most kept, USVM

USVM$186 − $22 = $164

MDY$103 − $23 = $80

KeptFee

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

Overlap: USVM, MDY

Today

14.2%most shared, USVM and MDY

USVMMDY

USVM—14.2%

MDY14.2%—

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

Return vs Bumpiness: 2 ETFs

+23.0%USVM, at 13.8% volatility

USVMWorst drop−8.4%13.8% vol

MDYWorst drop−8.8%14.9% vol

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

Paid More vs Made More

YTD

USVMMDY

+19.4%Year to date+13.6%

1.9%Yield1.0%

+23.0%Past year+16.0%

0.22%Fee0.23%

4–0USVM wins

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026