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$16,409USVM · 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%1.86%+19.4%+23.0%+22.9%+10.4%−8.4%13.8%$1.9B1.3

Invesco S&P MidCap Low Volatility ETFUS Stock Styles · Mid cap0.25%2.95%+11.3%+13.0%+15.4%+7.0%−9.2%10.8%$729M1.8

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

End-of-day Nov 4, 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$16,409

USVM

XMLV

Invesco S&P MidCap Low Volatility ETF · $729M$14,024

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

USVMMeasureXMLV

+19.4%Year to dateJan 1 → Nov 4+11.3%

+23.0%1 yearTotal return+13.0%

+22.9%3 years · per year$10,000 became $18,581 · $15,375+15.4%

+10.4%5 years · per year$10,000 became $16,409 · $14,024+7.0%

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

1.86%Trailing 12-mo yield$186 · $295 a year on $10k2.95%

−8.4%Worst dropSmaller is better−9.2%

13.8%VolatilityLower is calmer10.8%

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

6–2USVM wins

End-of-day Nov 4, 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 511.6%

USVMStockXMLV

not top 5TXNM5.3%

not top 5OGE1.7%

not top 5IDA1.6%

not top 5ADC1.5%

0.7%OGS1.5%

0.8%PNWnot top 5

0.7%SWXnot top 5

0.7%WTMnot top 5

0.7%KRGnot top 5

Held in common12.7%

End-of-day Nov 4, 2026 · share of each fund

USVM vs XMLV Returns, Every Period

VictorySharesUSVM

+10.4%

5 years, per year

XMLVInvesco

+7.0%

5 years, per year

USVMXMLVFaded: behind in that period

4–0USVM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

USVM vs XMLV

YTD

VictorySharesUSVM

+19.4%

XMLVInvesco

+11.3%

+19.4%Year to date+11.3%

−8.4%Worst drop · 1Y−9.2%

13.8%Volatility · 1Y10.8%

1.9%Yield3.0%

$1.9BAssets$729M

2–2level

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: USVM, XMLV

2.95%highest, XMLV

FundTrailing yieldYield$10k

XMLV2.95%$295

USVM1.86%$186

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$270most kept, XMLV

XMLV$295 − $25 = $270

USVM$186 − $22 = $164

KeptFee

End-of-day Nov 4, 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 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.0%USVM, at 13.8% volatility

XMLVWorst drop−9.2%10.8% vol

USVMWorst drop−8.4%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XMLVUSVM

+11.3%Year to date+19.4%

3.0%Yield1.9%

+13.0%Past year+23.0%

0.25%Fee0.22%

3–1USVM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026