Compare · 3 funds side by side · dividends reinvested

USVM, VIG and VUG

USVMVictoryShares×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

USVM, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.91%+18.5%+23.2%+21.3%+9.3%−8.4%14.4%$1.8B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: USVM 2017 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,567

USVM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

USVMMeasureVIG

+18.5%Year to dateJan 1 → Nov 9+14.8%

+23.2%1 yearTotal return+17.6%

+21.3%3 years · per year$10,000 became $17,856 · $16,775+18.8%

+9.3%5 years · per year$10,000 became $15,567 · $16,638+10.7%

0.22%Expense ratio$22 · $4 a year on $10k · lower is better0.04%

1.91%Trailing 12-mo yield$191 · $146 a year on $10k1.46%

−8.4%Worst dropSmaller is better−7.9%

14.4%VolatilityLower is calmer11.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USVM vs VIG: Top 5 Holdings

Today

USVM

3.6%in top 5

VIG

in top 522.1%

USVMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.8%PNWnot top 5

0.7%SWXnot top 5

0.7%SRnot top 5

0.7%AVAnot top 5

0.7%KRGnot top 5

Held in common0.6%

End-of-day Nov 9, 2026 · share of each fund

USVM vs VIG Returns, Every Period

VictorySharesUSVM

+9.3%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

USVMVIGFaded: behind in that period

3–1USVM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: USVM vs VIG

YTD

VictorySharesUSVM

+18.5%

VIGVanguard

+14.8%

+18.5%Year to date+14.8%

−8.4%Worst drop · 1Y−7.9%

14.4%Volatility · 1Y11.0%

1.9%Yield1.5%

$1.8BAssets$109B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USVM, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

USVM0.22%$22

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USVM, VIG, VUG

1.91%highest, USVM

FundTrailing yieldYield$10k

USVM1.91%$191

VIG1.46%$146

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$169most kept, USVM

USVM$191 − $22 = $169

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USVM, VIG, VUG

Today

26.4%most shared, VIG and VUG

USVMVIGVUG

USVM—0.6%0.0%

VIG0.6%—26.4%

VUG0.0%26.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.2%USVM, at 14.4% volatility

VIGWorst drop−7.9%11.0% vol

USVMWorst drop−8.4%14.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USVMVIG

+18.5%Year to date+14.8%

1.9%Yield1.5%

+23.2%Past year+17.6%

0.22%Fee0.04%

3–1USVM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026