ULVM vs DFAT

AULVM

BDFAT

Measures won6–0ULVM wins · of 6 · 5Y

$10,000 · 5Y$17,551ULVM · DFAT $16,744

Lowest cost0.24%ULVM · $24 on $10k

Most income1.77%ULVM · $177 on $10k

Smallest drop−7.7%ULVM · worst fall in 1Y

Held in common2.6%ULVM and DFAT

ULVM

DFAT

VictoryShares US Value Momentum ETF · $268MDimensional - US Targeted Value ETF · $31.7B

+24.6%3 years · per year$19,334 · $17,261+20.0%

+11.9%5 years · per year$17,551 · $16,744+10.9%

0.24%Expense ratio$24 · $31 on $10k · lower wins0.31%

1.77%12-mo yield$177 · $131 on $10k1.31%

−7.7%Worst dropSmaller wins−9.6%

10.7%VolatilityLower wins14.3%

6–0ULVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsULVM · DFAT

0.7%OVV0.8%

0.7%DINO0.6%

0.8%BEN0.5%

0.7%JAZZ0.3%

Held in common2.6%

End-of-day Nov 4, 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	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.77%	+1.5%	+20.5%	+23.8%	+24.6%	+11.9%	−7.7%	$268M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.77%	+1.5%	+20.5%	+23.8%	+24.6%	+11.9%	−7.7%	$268M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ULVM vs DFAT

ULVM

VictoryShares US Value Momentum

$17,551

DFAT

Dimensional - US Targeted Value

$16,744

MeasureULVMDFAT

Fee0.24%0.31%

Cost on $10k a year$24$31

Yield1.77%1.31%

5 years, per year+11.9%+10.9%

3 years, per year+24.6%+20.0%

Worst drop · 1Y−7.7%−9.6%

Volatility · 1Y10.7%14.3%

6–0measures won
ULVM first

2.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ULVM, DFAT

Today

2.6%most shared, ULVM and DFAT

ULVMDFAT

ULVM—2.6%

DFAT2.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, ULVM

ULVM$177 − $24 = $153

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee