AIED vs USMV

AAIED

BUSMV

Measures won1–5USMV wins · of 6 · 5Y

$10,000 · 5Y$14,154USMV · AIED $13,476

Lowest cost0.15%USMV · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common9.2%AIED and USMV

AIED

USMV

Defiance LLM Catalyst Momentum ETF · $20MiShares MSCI USA Min Vol Factor ETF · $23.8B

+19.1%3 years · per year$16,913 · $14,709+13.7%

+6.1%5 years · per year$13,476 · $14,154+7.2%

0.75%Expense ratio$75 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $139 on $10k1.39%

−24.8%Worst dropSmaller wins−6.5%

31.5%VolatilityLower wins9.1%

1–5USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIED · USMV

3.4%NVDA1.2%

4.8%BNY0.9%

2.3%LLY0.9%

1.3%PLTR0.9%

Held in common9.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B
2	AAIED	Defiance LLM Catalyst Momentum ETFRead Desk		0.75%	0.00%	+2.1%	+1.8%	−0.4%	+19.1%	+6.1%	−24.8%	$20M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B
2	AAIED	Defiance LLM Catalyst Momentum ETFRead Desk		0.75%	0.00%	+2.1%	+1.8%	−0.4%	+19.1%	+6.1%	−24.8%	$20M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIED vs USMV

AIED

Defiance LLM Catalyst Momentum

$13,476

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureAIEDUSMV

Fee0.75%0.15%

Cost on $10k a year$75$15

Yield0.00%1.39%

5 years, per year+6.1%+7.2%

3 years, per year+19.1%+13.7%

Worst drop · 1Y−24.8%−6.5%

Volatility · 1Y31.5%9.1%

5–1measures won
USMV first

9.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AIED, USMV

Today

9.2%most shared, AIED and USMV

AIEDUSMV

AIED—9.2%

USMV9.2%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

AIED$0 − $75 = −$75

KeptFee

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