ULVM vs IWD

AULVM

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,456IWD · ULVM $16,968

Lowest cost0.03%VUG · $3 on $10k

Most income1.79%ULVM · $179 on $10k

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

Held in common16.5%ULVM and IWD

ULVM

IWD

VictoryShares US Value Momentum ETF · $263MiShares Russell 1000 Value ETF · $82.9B

+22.5%3 years · per year$18,398 · $18,456+22.7%

+11.2%5 years · per year$16,968 · $17,456+11.8%

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

1.79%12-mo yield$179 · $134 on $10k1.34%

−7.7%Worst dropSmaller wins−6.8%

11.2%VolatilityLower wins11.7%

2–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsULVM · IWD

1.8%BRK-B2.8%

1.3%JNJ1.8%

0.9%BAC0.8%

0.7%UNH0.9%

Held in common16.5%

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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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 IWD

ULVM

VictoryShares US Value Momentum

$16,968

IWD

iShares Russell 1000 Value

$17,456

MeasureULVMIWD

Fee0.24%0.18%

Cost on $10k a year$24$18

Yield1.79%1.34%

5 years, per year+11.2%+11.8%

3 years, per year+22.5%+22.7%

Worst drop · 1Y−7.7%−6.8%

Volatility · 1Y11.2%11.7%

4–2measures won
IWD first

16.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ULVM, IWD, VUG

Today

22.9%most shared, IWD and VUG

ULVMIWDVUG

ULVM—16.5%2.2%

IWD16.5%—22.9%

VUG2.2%22.9%—

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

IWD$134 − $18 = $116

VUG$41 − $3 = $38

KeptFee

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