ULVM vs SPYM

AULVM

BSPYM

Measures won4–2ULVM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · ULVM $16,784

Lowest cost0.02%SPYM · $2 on $10k

Most income1.82%ULVM · $182 on $10k

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

Held in common13.3%ULVM and SPYM

ULVM

SPYM

VictoryShares US Value Momentum ETF · $271MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.6%3 years · per year$18,408 · $18,082+21.8%

+10.9%5 years · per year$16,784 · $17,192+11.4%

0.24%Expense ratio$24 · $2 on $10k · lower wins0.02%

1.82%12-mo yield$182 · $105 on $10k1.05%

−7.7%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.6%

4–2ULVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsULVM · SPYM

1.8%BRK-B1.7%

1.2%JNJ1.0%

0.6%GOOGL2.6%

0.7%UNH0.6%

Held in common13.3%

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.82%	−0.5%	+16.9%	+19.9%	+22.6%	+10.9%	−7.7%	$271M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.82%	−0.5%	+16.9%	+19.9%	+22.6%	+10.9%	−7.7%	$271M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ULVM vs SPYM

ULVM

VictoryShares US Value Momentum

$16,784

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureULVMSPYM

Fee0.24%0.02%

Cost on $10k a year$24$2

Yield1.82%1.05%

5 years, per year+10.9%+11.4%

3 years, per year+22.6%+21.8%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y11.0%13.6%

4–2measures won
ULVM first

13.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ULVM, SPYM

Today

13.3%most shared, ULVM and SPYM

ULVMSPYM

ULVM—13.3%

SPYM13.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, ULVM

ULVM$182 − $24 = $158

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee