Compare · 3 funds side by side · dividends reinvested

USVM, VUG and VO

USVMVictoryShares×VUGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

USVM, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.8B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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 · VUG 2004 · VO 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

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

USVMMeasureVUG

+18.5%Year to dateJan 1 → Nov 9+4.2%

+23.2%1 yearTotal return+4.7%

+21.3%3 years · per year$10,000 became $17,856 · $18,569+22.9%

+9.3%5 years · per year$10,000 became $15,567 · $16,565+10.6%

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

1.91%Trailing 12-mo yield$191 · $41 a year on $10k0.41%

−8.4%Worst dropSmaller is better−15.1%

14.4%VolatilityLower is calmer19.1%

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

5–3USVM wins

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 VUG: Top 5 Holdings

Today

USVM

3.6%in top 5

VUG

in top 545.2%

USVMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.0%

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

USVM vs VUG Returns, Every Period

VictorySharesUSVM

+9.3%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

USVMVUGFaded: behind in that period

2–2Level

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

USVM vs VO

YTD

VictorySharesUSVM

+18.5%

VOVanguard

+13.6%

+18.5%Year to date+13.6%

−8.4%Worst drop · 1Y−8.2%

14.4%Volatility · 1Y13.1%

1.9%Yield1.4%

$1.8BAssets$103B

2–2level

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

Cost, Income and Risk

Fees: USVM, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

USVM0.22%$22

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

Yields: USVM, VUG, VO

1.91%highest, USVM

FundTrailing yieldYield$10k

USVM1.91%$191

VO1.35%$135

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

VO$135 − $3 = $132

VUG$41 − $3 = $38

KeptFee

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

Overlap: USVM, VUG, VO

Today

10.2%most shared, VUG and VO

USVMVUGVO

USVM—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

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

VOWorst drop−8.2%13.1% 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

USVMVO

+18.5%Year to date+13.6%

1.9%Yield1.4%

+23.2%Past year+15.6%

0.22%Fee0.03%

3–1USVM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026