Compare · 3 funds side by side · dividends reinvested

USVM, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

USVM, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.9

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%$1.9B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B2.1

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USVM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

USVMMeasureSPYM

+19.4%Year to dateJan 1 → Nov 4+13.4%

+23.0%1 yearTotal return+13.5%

+22.9%3 years · per year$10,000 became $18,581 · $19,186+24.3%

+10.4%5 years · per year$10,000 became $16,409 · $18,126+12.6%

0.22%Expense ratio$22 · $2 a year on $10k · lower is better0.02%

1.86%Trailing 12-mo yield$186 · $101 a year on $10k1.01%

−8.4%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer12.8%

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

4–4Level

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 SPYM: Top 5 Holdings

Today

USVM

3.6%in top 5

SPYM

in top 527.3%

USVMStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

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 common0.2%

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

USVM vs SPYM Returns, Every Period

VictorySharesUSVM

+10.4%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

USVMSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: USVM vs IVV

YTD

VictorySharesUSVM

+19.4%

IVViShares

+13.4%

+19.4%Year to date+13.4%

−8.4%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y12.9%

1.9%Yield1.1%

$1.9BAssets$872B

3–1USVM wins

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

Cost, Income and Risk

Fees: USVM, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

USVM0.22%$22

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

Yields: USVM, SPYM, IVV

1.86%highest, USVM

FundTrailing yieldYield$10k

USVM1.86%$186

IVV1.09%$109

SPYM1.01%$101

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

Income After Fees on $10,000

$164most kept, USVM

USVM$186 − $22 = $164

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

KeptFee

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

Overlap: USVM, SPYM, IVV

Today

99.8%most shared, SPYM and IVV

USVMSPYMIVV

USVM—0.2%0.2%

SPYM0.2%—99.8%

IVV0.2%99.8%—

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

Return vs Bumpiness: 3 ETFs

+23.0%USVM, at 13.8% volatility

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

USVMWorst drop−8.4%13.8% vol

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

Paid More vs Made More

YTD

USVMSPYM

+19.4%Year to date+13.4%

1.9%Yield1.0%

+23.0%Past year+13.5%

0.22%Fee0.02%

3–1USVM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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