PDP vs USMV

APDP

BUSMV

Measures won1–5USMV wins · of 6 · 5Y

$10,000 · 5Y$14,154USMV · PDP $12,940

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 common13.7%PDP and USMV

PDP

USMV

Invesco Dorsey Wright Momentum ETF · $1.3BiShares MSCI USA Min Vol Factor ETF · $23.7B

+18.9%3 years · per year$16,800 · $14,709+13.7%

+5.3%5 years · per year$12,940 · $14,154+7.2%

0.62%Expense ratio$62 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $139 on $10k1.39%

−19.3%Worst dropSmaller wins−6.5%

27.2%VolatilityLower wins9.1%

1–5USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPDP · USMV

2.9%APH1.4%

1.0%WELL1.5%

3.5%AAPL1.0%

0.8%BNY0.9%

Held in common13.7%

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

Both

5Y2 funds

#			Trend
1	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
2	APDP	Invesco Dorsey Wright Momentum ETFRead Desk		0.62%	0.00%	+1.1%	+7.3%	+4.5%	+18.9%	+5.3%	−19.3%	$1.3B

End-of-day Nov 6, 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%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B
2	APDP	Invesco Dorsey Wright Momentum ETFRead Desk		0.62%	0.00%	+1.1%	+7.3%	+4.5%	+18.9%	+5.3%	−19.3%	$1.3B

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

PDP vs USMV

PDP

Invesco Dorsey Wright Momentum

$12,940

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasurePDPUSMV

Fee0.62%0.15%

Cost on $10k a year$62$15

Yield0.00%1.39%

5 years, per year+5.3%+7.2%

3 years, per year+18.9%+13.7%

Worst drop · 1Y−19.3%−6.5%

Volatility · 1Y27.2%9.1%

5–1measures won
USMV first

13.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PDP, USMV

Today

13.7%most shared, PDP and USMV

PDPUSMV

PDP—13.7%

USMV13.7%—

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

PDP$0 − $62 = −$62

KeptFee

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