ULVM vs IUSV

AULVM

BIUSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,057ULVM · IUSV $17,016

Lowest cost0.04%IUSV · $4 on $10k

Most income1.79%ULVM · $179 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common17.1%ULVM and IUSV

ULVM

IUSV

VictoryShares US Value Momentum ETF · $268MiShares Core S&P U.S. Value ETF · $28.4B

+24.3%3 years · per year$19,195 · $17,084+19.5%

+11.3%5 years · per year$17,057 · $17,016+11.2%

0.24%Expense ratio$24 · $4 on $10k · lower wins0.04%

1.79%12-mo yield$179 · $164 on $10k1.64%

−7.7%Worst dropSmaller wins−6.4%

10.6%VolatilityLower wins9.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsULVM · IUSV

0.9%BAC1.0%

1.2%JNJ0.8%

0.7%UNH1.1%

0.7%C0.6%

Held in common17.1%

End-of-day Nov 3, 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%	1.79%	−0.4%	+18.7%	+21.8%	+24.3%	+11.3%	−7.7%	$268M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

End-of-day Nov 3, 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%	1.79%	−0.4%	+18.7%	+21.8%	+24.3%	+11.3%	−7.7%	$268M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

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

Cards for this view

ULVM vs IUSV

ULVM

VictoryShares US Value Momentum

$17,057

IUSV

iShares Core S&P U.S. Value

$17,016

MeasureULVMIUSV

Fee0.24%0.04%

Cost on $10k a year$24$4

Yield1.79%1.64%

5 years, per year+11.3%+11.2%

3 years, per year+24.3%+19.5%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y10.6%9.6%

3–3measures won
level

17.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ULVM, IUSV

Today

17.1%most shared, ULVM and IUSV

ULVMIUSV

ULVM—17.1%

IUSV17.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

ULVM$179 − $24 = $155

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee