ULVM vs SCHD

AULVM

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,551ULVM · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.5%ULVM and SCHD

ULVM

SCHD

VictoryShares US Value Momentum ETF · $267MSchwab U.S. Dividend Equity ETF · $123B

+24.6%3 years · per year$19,334 · $17,908+21.4%

+11.9%5 years · per year$17,551 · $16,881+11.0%

0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%

1.77%12-mo yield$177 · $291 on $10k2.91%

−7.7%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsULVM · SCHD

0.8%BMY3.0%

0.8%EOG1.9%

0.8%UPS1.9%

0.8%VZ3.5%

Held in common9.5%

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%	$267M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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%	$267M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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 SCHD

ULVM

VictoryShares US Value Momentum

$17,551

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureULVMSCHD

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield1.77%2.91%

5 years, per year+11.9%+11.0%

3 years, per year+24.6%+21.4%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y10.7%11.5%

3–3measures won
level

9.5%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ULVM, SCHD

Today

9.5%most shared, ULVM and SCHD

ULVMSCHD

ULVM—9.5%

SCHD9.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ULVM$177 − $24 = $153

KeptFee

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