DVOL vs USMV

ADVOL

BUSMV

Measures won0–5USMV wins · of 6 · 5Y

$10,000 · 5Y$14,754USMV · DVOL $13,324

Lowest cost0.15%USMV · $15 on $10k

Most income1.35%USMV · $135 on $10k

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

Held in common7.8%DVOL and USMV

DVOL

USMV

First Trust Dorsey Wright Momentum & Low Volatility ETF · $75MiShares MSCI USA Min Vol Factor ETF · $24.5B

+15.5%3 years · per year$15,415 · $15,388+15.5%

+5.9%5 years · per year$13,324 · $14,754+8.1%

0.60%Expense ratio$60 · $15 on $10k · lower wins0.15%

0.79%12-mo yield$79 · $135 on $10k1.35%

−9.8%Worst dropSmaller wins−6.5%

12.1%VolatilityLower wins8.7%

0–5USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVOL · USMV

2.9%WELL1.5%

1.5%MRK1.4%

2.6%AAPL0.9%

3.0%BNY0.9%

Held in common7.8%

End-of-day Nov 4, 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%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.79%	+1.7%	+6.5%	+8.4%	+15.5%	+5.9%	−9.8%	$75M

End-of-day Nov 4, 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%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.79%	+1.7%	+6.5%	+8.4%	+15.5%	+5.9%	−9.8%	$75M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVOL vs USMV

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$13,324

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureDVOLUSMV

Fee0.60%0.15%

Cost on $10k a year$60$15

Yield0.79%1.35%

5 years, per year+5.9%+8.1%

3 years, per year+15.5%+15.5%

Worst drop · 1Y−9.8%−6.5%

Volatility · 1Y12.1%8.7%

5–0measures won
USMV first

7.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DVOL, USMV

Today

7.8%most shared, DVOL and USMV

DVOLUSMV

DVOL—7.8%

USMV7.8%—

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

DVOL$79 − $60 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee