Compare · 3 funds side by side · dividends reinvested

USVM, VOO and IVV

USVMVictoryShares×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

USVM, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.93%+15.1%+19.2%+21.1%+9.2%−8.4%14.3%$1.9B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: USVM 2017 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,513

USVM

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

USVMMeasureVOO

+15.1%Year to dateJan 1 → Nov 5+8.4%

+19.2%1 yearTotal return+9.8%

+21.1%3 years · per year$10,000 became $17,750 · $18,224+22.1%

+9.2%5 years · per year$10,000 became $15,513 · $17,156+11.4%

0.22%Expense ratio$22 · $3 a year on $10k · lower is better0.03%

1.93%Trailing 12-mo yield$193 · $110 a year on $10k1.10%

−8.4%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.5%

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

4–4Level

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

More Ways to See the Pairs

USVM vs VOO: Top 5 Holdings

Today

USVM

3.6%in top 5

VOO

in top 528.3%

USVMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.8%PNWnot top 5

0.7%SWXnot top 5

0.7%WTMnot top 5

0.7%SRnot top 5

0.7%KRGnot top 5

Held in common0.2%

End-of-day Nov 5, 2026 · share of each fund

USVM vs VOO Returns, Every Period

VictorySharesUSVM

+9.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

USVMVOOFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USVM vs IVV

YTD

VictorySharesUSVM

+15.1%

IVViShares

+8.4%

+15.1%Year to date+8.4%

−8.4%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.6%

1.9%Yield1.1%

$1.9BAssets$850B

3–1USVM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USVM, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

USVM0.22%$22

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USVM, VOO, IVV

1.93%highest, USVM

FundTrailing yieldYield$10k

USVM1.93%$193

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$171most kept, USVM

USVM$193 − $22 = $171

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USVM, VOO, IVV

Today

93.5%most shared, VOO and IVV

USVMVOOIVV

USVM—0.2%0.2%

VOO0.2%—93.5%

IVV0.2%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.2%USVM, at 14.3% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

USVMWorst drop−8.4%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USVMVOO

+15.1%Year to date+8.4%

1.9%Yield1.1%

+19.2%Past year+9.8%

0.22%Fee0.03%

3–1USVM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026