SDVY vs USVM

ASDVY

BUSVM

Measures won0–5USVM wins · of 6 · 5Y

$10,000 · 5Y$15,497USVM · SDVY $15,495

Lowest cost0.22%USVM · $22 on $10k

Most income1.99%USVM · $199 on $10k

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

Held in common10.0%SDVY and USVM

SDVY

USVM

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4BVictoryShares US Small Mid Cap Value Momentum ETF · $1.8B

+17.4%3 years · per year$16,189 · $17,588+20.7%

+9.2%5 years · per year$15,495 · $15,497+9.2%

0.58%Expense ratio$58 · $22 on $10k · lower wins0.22%

1.00%12-mo yield$100 · $199 on $10k1.99%

−9.5%Worst dropSmaller wins−8.4%

14.5%VolatilityLower wins14.3%

0–5USVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDVY · USVM

1.1%THG0.7%

1.0%GHC0.6%

0.9%OZK0.6%

0.9%MTG0.5%

Held in common10.0%

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	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.99%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.8B
2	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.4B

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	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.99%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.8B
2	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.4B

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

SDVY vs USVM

SDVY

First Trust SMID Cap Rising Dividend Achievers

$15,495

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,497

MeasureSDVYUSVM

Fee0.58%0.22%

Cost on $10k a year$58$22

Yield1.00%1.99%

5 years, per year+9.2%+9.2%

3 years, per year+17.4%+20.7%

Worst drop · 1Y−9.5%−8.4%

Volatility · 1Y14.5%14.3%

5–0measures won
USVM first

10.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SDVY, USVM

Today

10.0%most shared, SDVY and USVM

SDVYUSVM

SDVY—10.0%

USVM10.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, USVM

USVM$199 − $22 = $177

SDVY$100 − $58 = $42

KeptFee

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