ULVM vs IWD

AULVM

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,870IWD · ULVM $17,551

Lowest cost0.18%IWD · $18 on $10k

Most income1.77%ULVM · $177 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common16.6%ULVM and IWD

ULVM

IWD

VictoryShares US Value Momentum ETF · $267MiShares Russell 1000 Value ETF · $85.3B

+24.6%3 years · per year$19,334 · $19,285+24.5%

+11.9%5 years · per year$17,551 · $17,870+12.3%

0.24%Expense ratio$24 · $18 on $10k · lower wins0.18%

1.77%12-mo yield$177 · $133 on $10k1.33%

−7.7%Worst dropSmaller wins−6.8%

10.7%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsULVM · IWD

1.8%BRK-B2.7%

1.2%JNJ1.7%

0.9%BAC0.8%

0.7%UNH1.0%

Held in common16.6%

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.77%	+1.5%	+20.5%	+23.8%	+24.6%	+11.9%	−7.7%	$267M

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.77%	+1.5%	+20.5%	+23.8%	+24.6%	+11.9%	−7.7%	$267M

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 IWD

ULVM

VictoryShares US Value Momentum

$17,551

IWD

iShares Russell 1000 Value

$17,870

MeasureULVMIWD

Fee0.24%0.18%

Cost on $10k a year$24$18

Yield1.77%1.33%

5 years, per year+11.9%+12.3%

3 years, per year+24.6%+24.5%

Worst drop · 1Y−7.7%−6.8%

Volatility · 1Y10.7%11.2%

3–3measures won
level

16.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ULVM, IWD

Today

16.6%most shared, ULVM and IWD

ULVMIWD

ULVM—16.6%

IWD16.6%—

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

IWD$133 − $18 = $115

KeptFee

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