Compare · 2 funds side by side · dividends reinvested

USVM and VTV

USVMVictoryShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,585VTV · best of the two

02 / 04

USVM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.99%+15.1%+18.5%+20.7%+9.2%−8.4%14.3%$1.8B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: USVM 2017 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,497

USVM

VTV

Vanguard Morningstar Value ETF · $184B$17,585

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

USVMMeasureVTV

+15.1%Year to dateJan 1 → Nov 6+18.5%

+18.5%1 yearTotal return+22.9%

+20.7%3 years · per year$10,000 became $17,588 · $17,687+20.9%

+9.2%5 years · per year$10,000 became $15,497 · $17,585+12.0%

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

1.99%Trailing 12-mo yield$199 · $187 a year on $10k1.87%

−8.4%Worst dropSmaller is better−6.4%

14.3%VolatilityLower is calmer10.7%

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

1–7VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USVM vs VTV: Top 5 Holdings

Today

USVM

3.6%in top 5

VTV

in top 515.8%

USVMStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

0.8%PNWnot top 5

0.7%SWXnot top 5

0.7%AVAnot top 5

0.7%WTMnot top 5

0.7%OGSnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

USVM vs VTV Returns, Every Period

VictorySharesUSVM

+9.2%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

USVMVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USVM vs VTV

YTD

VictorySharesUSVM

+15.1%

VTVVanguard

+18.5%

+15.1%Year to date+18.5%

−8.4%Worst drop · 1Y−6.4%

14.3%Volatility · 1Y10.7%

2.0%Yield1.9%

$1.8BAssets$184B

3–1VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USVM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USVM0.22%$22

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USVM, VTV

1.99%highest, USVM

FundTrailing yieldYield$10k

USVM1.99%$199

VTV1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

USVM$199 − $22 = $177

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USVM, VTV

Today

0.0%most shared, USVM and VTV

USVMVTV

USVM—0.0%

VTV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

USVMWorst drop−8.4%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USVMVTV

+15.1%Year to date+18.5%

2.0%Yield1.9%

+18.5%Past year+22.9%

0.22%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026