Compare · 3 funds side by side · dividends reinvested

USVM, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

USVM, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.88%+18.4%+21.9%+22.8%+9.7%−8.4%13.8%$1.9B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: USVM 2017 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,914

USVM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

USVMMeasureSPYM

+18.4%Year to dateJan 1 → Nov 3+11.5%

+21.9%1 yearTotal return+11.9%

+22.8%3 years · per year$10,000 became $18,497 · $19,092+24.1%

+9.7%5 years · per year$10,000 became $15,914 · $17,749+12.2%

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

1.88%Trailing 12-mo yield$188 · $103 a year on $10k1.03%

−8.4%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer12.7%

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

4–4Level

End-of-day Nov 3, 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 527.4%

USVMStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

0.8%PNWnot top 5

0.7%SWXnot top 5

0.7%WTMnot top 5

0.7%KRGnot top 5

0.7%SRnot top 5

Held in common0.2%

End-of-day Nov 3, 2026 · share of each fund

USVM vs SPYM Returns, Every Period

VictorySharesUSVM

+9.7%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

USVMSPYMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USVM vs SPYM

YTD

VictorySharesUSVM

+18.4%

SPYMSPDR

+11.5%

+18.4%Year to date+11.5%

−8.4%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y12.7%

1.9%Yield1.0%

$1.9BAssets$185B

3–1USVM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USVM, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

USVM0.22%$22

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USVM, SPYM, SPY

1.88%highest, USVM

FundTrailing yieldYield$10k

USVM1.88%$188

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$166most kept, USVM

USVM$188 − $22 = $166

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USVM, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

USVMSPYMSPY

USVM—0.2%0.2%

SPYM0.2%—99.9%

SPY0.2%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.9%USVM, at 13.8% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

USVMWorst drop−8.4%13.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USVMSPYM

+18.4%Year to date+11.5%

1.9%Yield1.0%

+21.9%Past year+11.9%

0.22%Fee0.02%

3–1USVM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026