Compare · 2 funds side by side · dividends reinvested

USVM and XMLV

USVMVictoryShares×XMLVInvesco×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,914USVM · best of the two

02 / 04

USVM and XMLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.9B1.3

Invesco S&P MidCap Low Volatility ETFUS Stock Styles · Mid cap0.25%2.99%+9.6%+11.3%+15.1%+6.4%−9.2%10.7%$737M1.8

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 · XMLV 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

USVM

XMLV

Invesco S&P MidCap Low Volatility ETF · $737M$13,648

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

USVMMeasureXMLV

+18.4%Year to dateJan 1 → Nov 3+9.6%

+21.9%1 yearTotal return+11.3%

+22.8%3 years · per year$10,000 became $18,497 · $15,238+15.1%

+9.7%5 years · per year$10,000 became $15,914 · $13,648+6.4%

0.22%Expense ratio$22 · $25 a year on $10k · lower is better0.25%

1.88%Trailing 12-mo yield$188 · $299 a year on $10k2.99%

−8.4%Worst dropSmaller is better−9.2%

13.8%VolatilityLower is calmer10.7%

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

6–2USVM 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 XMLV: Top 5 Holdings

Today

USVM

3.6%in top 5

XMLV

in top 511.5%

USVMStockXMLV

not top 5TXNM5.3%

not top 5OGE1.7%

not top 5IDA1.6%

0.7%SWX1.5%

not top 5ADC1.5%

0.8%PNWnot top 5

0.7%WTMnot top 5

0.7%KRGnot top 5

0.7%SRnot top 5

Held in common12.7%

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

USVM vs XMLV Returns, Every Period

VictorySharesUSVM

+9.7%

5 years, per year

XMLVInvesco

+6.4%

5 years, per year

USVMXMLVFaded: behind in that period

4–0USVM wins

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

USVM vs XMLV

YTD

VictorySharesUSVM

+18.4%

XMLVInvesco

+9.6%

+18.4%Year to date+9.6%

−8.4%Worst drop · 1Y−9.2%

13.8%Volatility · 1Y10.7%

1.9%Yield3.0%

$1.9BAssets$737M

2–2level

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

Cost, Income and Risk

Fees: USVM, XMLV

Today

0.22%lowest, USVM

FundExpense ratioFee$10k

USVM0.22%$22

XMLV0.25%$25

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

Yields: USVM, XMLV

2.99%highest, XMLV

FundTrailing yieldYield$10k

XMLV2.99%$299

USVM1.88%$188

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

Income After Fees on $10,000

$274most kept, XMLV

XMLV$299 − $25 = $274

USVM$188 − $22 = $166

KeptFee

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

Overlap: USVM, XMLV

Today

12.7%most shared, USVM and XMLV

USVMXMLV

USVM—12.7%

XMLV12.7%—

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

Return vs Bumpiness: 2 ETFs

+21.9%USVM, at 13.8% volatility

XMLVWorst drop−9.2%10.7% 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

XMLVUSVM

+9.6%Year to date+18.4%

3.0%Yield1.9%

+11.3%Past year+21.9%

0.25%Fee0.22%

3–1USVM 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