UIVM vs SPY

AUIVM

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,964UIVM · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income4.37%UIVM · $437 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%UIVM and SPY

UIVM

SPY

VictoryShares International Value Momentum ETF · $335MState Street SPDR S&P 500 ETF · $819B

+25.9%3 years · per year$19,973 · $18,039+21.7%

+12.4%5 years · per year$17,964 · $17,118+11.3%

0.38%Expense ratio$38 · $9 on $10k · lower wins0.09%

4.37%12-mo yield$437 · $103 on $10k1.03%

−11.0%Worst dropSmaller wins−8.9%

16.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUIVM · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AUIVM	VictoryShares International Value Momentum ETFRead Desk		0.38%	4.37%	−1.0%	+16.6%	+23.5%	+25.9%	+12.4%	−11.0%	$335M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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	AUIVM	VictoryShares International Value Momentum ETFRead Desk		0.38%	4.37%	−1.0%	+16.6%	+23.5%	+25.9%	+12.4%	−11.0%	$335M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

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

UIVM vs SPY

UIVM

VictoryShares International Value Momentum

$17,964

SPY

SPDR S&P 500

$17,118

MeasureUIVMSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield4.37%1.03%

5 years, per year+12.4%+11.3%

3 years, per year+25.9%+21.7%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y16.2%13.6%

3–3measures won
level

0.0%

holdings shared

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

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

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

Overlap: UIVM, SPY

Today

0.0%most shared, UIVM and SPY

UIVMSPY

UIVM—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$399most kept, UIVM

UIVM$437 − $38 = $399

SPY$103 − $9 = $94

KeptFee

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