DVOL vs USMV

ADVOL

BUSMV

Measures won1–5USMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · USMV $14,154

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%USMV · $139 on $10k

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

Held in common7.9%DVOL and USMV

DVOL

USMV

First Trust Dorsey Wright Momentum & Low Volatility ETF · $74MiShares MSCI USA Min Vol Factor ETF · $23.7B

+13.9%3 years · per year$14,785 · $14,709+13.7%

+4.9%5 years · per year$12,730 · $14,154+7.2%

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

0.82%12-mo yield$82 · $139 on $10k1.39%

−9.8%Worst dropSmaller wins−6.5%

12.4%VolatilityLower wins9.1%

1–5USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVOL · USMV

3.0%WELL1.5%

1.5%MRK1.4%

2.7%AAPL1.0%

3.0%BNY0.9%

Held in common7.9%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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%	$23.7B
3	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk	0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$74M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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%	$23.7B
3	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk	0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$74M

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

DVOL vs USMV

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$12,730

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureDVOLUSMV

Fee0.60%0.15%

Cost on $10k a year$60$15

Yield0.82%1.39%

5 years, per year+4.9%+7.2%

3 years, per year+13.9%+13.7%

Worst drop · 1Y−9.8%−6.5%

Volatility · 1Y12.4%9.1%

5–1measures won
USMV first

7.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DVOL, USMV, VUG

Today

20.8%most shared, USMV and VUG

DVOLUSMVVUG

DVOL—7.9%4.1%

USMV7.9%—20.8%

VUG4.1%20.8%—

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

VUG$42 − $3 = $39

DVOL$82 − $60 = $22

KeptFee

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