ULVM vs IVV

AULVM

BIVV

Measures won4–2ULVM wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · ULVM $16,968

Lowest cost0.03%IVV · $3 on $10k

Most income1.79%ULVM · $179 on $10k

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

Held in common13.3%ULVM and IVV

ULVM

IVV

VictoryShares US Value Momentum ETF · $263MiShares Core S&P 500 ETF · $875B

+22.5%3 years · per year$18,398 · $18,159+22.0%

+11.2%5 years · per year$16,968 · $17,545+11.9%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

1.79%12-mo yield$179 · $111 on $10k1.11%

−7.7%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.8%

4–2ULVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsULVM · IVV

1.8%BRK-B1.7%

1.3%JNJ1.0%

0.6%GOOGL2.6%

0.7%UNH0.6%

Held in common13.3%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.79%	+1.9%	+19.1%	+22.9%	+22.5%	+11.2%	−7.7%	$263M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.79%	+1.9%	+19.1%	+22.9%	+22.5%	+11.2%	−7.7%	$263M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ULVM vs IVV

ULVM

VictoryShares US Value Momentum

$16,968

IVV

iShares Core S&P 500

$17,545

MeasureULVMIVV

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.79%1.11%

5 years, per year+11.2%+11.9%

3 years, per year+22.5%+22.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y11.2%13.8%

4–2measures won
ULVM first

13.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ULVM, IVV

Today

13.3%most shared, ULVM and IVV

ULVMIVV

ULVM—13.3%

IVV13.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, ULVM

ULVM$179 − $24 = $155

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee