IVV vs USVM

AIVV

BUSVM

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.91%USVM · $191 on $10k

Smallest drop−8.4%USVM · worst fall in 1Y

Held in common0.2%IVV and USVM

IVV

USVM

iShares Core S&P 500 ETF · $875BVictoryShares US Small Mid Cap Value Momentum ETF · $1.8B

+22.0%3 years · per year$18,159 · $17,856+21.3%

+11.9%5 years · per year$17,545 · $15,567+9.3%

0.03%Expense ratio$3 · $22 on $10k · lower wins0.22%

1.11%12-mo yield$111 · $191 on $10k1.91%

−8.9%Worst dropSmaller wins−8.4%

13.8%VolatilityLower wins14.4%

4–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · USVM

0.0%SWKS0.3%

0.0%SWK0.4%

0.0%HST0.6%

0.0%APA0.3%

Held in common0.2%

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

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.91%	+2.7%	+18.5%	+23.2%	+21.3%	+9.3%	−8.4%	$1.8B

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

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.91%	+2.7%	+18.5%	+23.2%	+21.3%	+9.3%	−8.4%	$1.8B

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

IVV vs USVM

IVV

iShares Core S&P 500

$17,545

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,567

MeasureIVVUSVM

Fee0.03%0.22%

Cost on $10k a year$3$22

Yield1.11%1.91%

5 years, per year+11.9%+9.3%

3 years, per year+22.0%+21.3%

Worst drop · 1Y−8.9%−8.4%

Volatility · 1Y13.8%14.4%

4–2measures won
IVV first

0.2%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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

Overlap: IVV, USVM, VOO, VUG

Today

92.7%most shared, IVV and VOO

IVVUSVMVOOVUG

IVV—0.2%92.7%55.1%

USVM0.2%—0.2%0.0%

VOO92.7%0.2%—58.2%

VUG55.1%0.0%58.2%—

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

Income After Fees on $10,000

$169most kept, USVM

USVM$191 − $22 = $169

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

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