DUSG vs KMID

ADUSG

BKMID

Measures won2–0DUSG wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%DUSG · $33 on $10k

Most income0.28%DUSG · $28 on $10k

Smallest drop−10.7%KMID · worst fall in 1Y

Held in common2.2%DUSG and KMID

DUSG

KMID

U.S. Small Cap Growth Portfolio: ETF Class Shares · $2.0BVirtus KAR Mid-Cap ETF · $52M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $80 on $10k · lower wins0.80%

0.28%12-mo yield$28 · $11 on $10k0.11%

[…]Worst dropSmaller wins−10.7%

[…]VolatilityLower wins15.8%

2–0DUSG wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDUSG · KMID

0.8%ALLE5.0%

0.6%JKHY4.0%

0.5%WMS2.7%

0.3%HLI3.5%

Held in common2.2%

End-of-day Nov 9, 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						3Y/yr	5Y/yr
1	ADUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk		0.33%	0.28%	+3.1%	new	new	new	new	[…]	$2.0B
2	BKMID	Virtus KAR Mid-Cap ETFRead Desk		0.80%	0.11%	+4.0%	+3.8%	+5.9%	new	new	−10.7%	$52M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ADUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk		0.33%	0.28%	+3.1%	new	new	new	new	[…]	$2.0B
2	BKMID	Virtus KAR Mid-Cap ETFRead Desk		0.80%	0.11%	+4.0%	+3.8%	+5.9%	new	new	−10.7%	$52M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DUSG vs KMID

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

[…]

KMID

Virtus KAR Mid-Cap

[…]

MeasureDUSGKMID

Fee0.33%0.80%

Cost on $10k a year$33$80

Yield0.28%0.11%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−10.7%

Volatility · 1Y[…]15.8%

2–0measures won
DUSG first

2.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DUSG, KMID

Today

2.2%most shared, DUSG and KMID

DUSGKMID

DUSG—2.2%

KMID2.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$5most kept, DUSG

DUSG$28 − $33 = −$5

KMID$11 − $80 = −$69

KeptFee

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