ONEO vs USMV

AONEO

BUSMV

Measures won2–4USMV wins · of 6 · 5Y

$10,000 · 5Y$15,718ONEO · USMV $14,273

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 common19.4%ONEO and USMV

ONEO

USMV

State Street SPDR Russell 1000 Momentum Focus ETF · $31MiShares MSCI USA Min Vol Factor ETF · $23.8B

+20.5%3 years · per year$17,513 · $14,878+14.2%

+9.5%5 years · per year$15,718 · $14,273+7.4%

0.20%Expense ratio$20 · $15 on $10k · lower wins0.15%

1.25%12-mo yield$125 · $139 on $10k1.39%

−7.4%Worst dropSmaller wins−6.5%

13.2%VolatilityLower wins9.1%

2–4USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEO · USMV

0.6%MCK1.6%

0.7%ALL0.6%

0.5%UTHR0.4%

0.4%CNC0.5%

Held in common19.4%

End-of-day Nov 5, 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	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−3.1%	+18.1%	+21.6%	+20.5%	+9.5%	−7.4%	$31M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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

Both

5Y2 funds

#			Trend
1	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−3.1%	+18.1%	+21.6%	+20.5%	+9.5%	−7.4%	$31M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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

Cards for this view

ONEO vs USMV

ONEO

SPDR Russell 1000 Momentum Focus

$15,718

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureONEOUSMV

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield1.25%1.39%

5 years, per year+9.5%+7.4%

3 years, per year+20.5%+14.2%

Worst drop · 1Y−7.4%−6.5%

Volatility · 1Y13.2%9.1%

4–2measures won
USMV first

19.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ONEO, USMV

Today

19.4%most shared, ONEO and USMV

ONEOUSMV

ONEO—19.4%

USMV19.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

ONEO$125 − $20 = $105

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee