Compare · 2 funds side by side · dividends reinvested

USVM and VOE

USVMVictoryShares×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036VOE · best of the two

02 / 04

USVM and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.7%+24.9%+21.9%+9.9%−6.9%11.0%$22.8B1.3

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%$1.9B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: USVM 2017 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

USVM

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,036

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

USVMMeasureVOE

+18.4%Year to dateJan 1 → Nov 3+20.7%

+21.9%1 yearTotal return+24.9%

+22.8%3 years · per year$10,000 became $18,497 · $18,135+21.9%

+9.7%5 years · per year$10,000 became $15,914 · $16,036+9.9%

0.22%Expense ratio$22 · $5 a year on $10k · lower is better0.05%

1.88%Trailing 12-mo yield$188 · $184 a year on $10k1.84%

−8.4%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.0%

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

2–6VOE wins

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 VOE: Top 5 Holdings

Today

USVM

3.6%in top 5

VOE

in top 58.1%

USVMStockVOE

not top 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

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 common0.0%

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

USVM vs VOE Returns, Every Period

VictorySharesUSVM

+9.7%

5 years, per year

VOEVanguard

+9.9%

5 years, per year

USVMVOEFaded: behind in that period

1–3VOE wins

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

USVM vs VOE

YTD

VictorySharesUSVM

+18.4%

VOEVanguard

+20.7%

+18.4%Year to date+20.7%

−8.4%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.0%

1.9%Yield1.8%

$1.9BAssets$22.8B

3–1VOE wins

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

Cost, Income and Risk

Fees: USVM, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

USVM0.22%$22

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

Yields: USVM, VOE

1.88%highest, USVM

FundTrailing yieldYield$10k

USVM1.88%$188

VOE1.84%$184

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

USVM$188 − $22 = $166

KeptFee

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

Overlap: USVM, VOE

Today

0.0%most shared, USVM and VOE

USVMVOE

USVM—0.0%

VOE0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.9%VOE, at 11.0% volatility

VOEWorst drop−6.9%11.0% 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

USVMVOE

+18.4%Year to date+20.7%

1.9%Yield1.8%

+21.9%Past year+24.9%

0.22%Fee0.05%

3–1VOE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026