ULVM vs VUG

AULVM

BVUG

Measures won4–1ULVM wins · of 6 · 5Y

$10,000 · 5Y$16,784ULVM · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.82%ULVM · $182 on $10k

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

Held in common2.2%ULVM and VUG

ULVM

VUG

VictoryShares US Value Momentum ETF · $271MVanguard Morningstar Growth ETF · $233B

+22.6%3 years · per year$18,408 · $18,415+22.6%

+10.9%5 years · per year$16,784 · $16,124+10.0%

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

1.82%12-mo yield$182 · $42 on $10k0.42%

−7.7%Worst dropSmaller wins−15.1%

11.0%VolatilityLower wins19.0%

4–1ULVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsULVM · VUG

0.6%GOOGL5.2%

0.2%BE0.2%

1.1%MAR0.2%

0.2%DELL0.2%

Held in common2.2%

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	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.82%	−0.5%	+16.9%	+19.9%	+22.6%	+10.9%	−7.7%	$271M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.82%	−0.5%	+16.9%	+19.9%	+22.6%	+10.9%	−7.7%	$271M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VUG

ULVM

VictoryShares US Value Momentum

$16,784

VUG

Vanguard Morningstar Growth

$16,124

MeasureULVMVUG

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.82%0.42%

5 years, per year+10.9%+10.0%

3 years, per year+22.6%+22.6%

Worst drop · 1Y−7.7%−15.1%

Volatility · 1Y11.0%19.0%

4–1measures won
ULVM first

2.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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, VUG

Today

2.2%most shared, ULVM and VUG

ULVMVUG

ULVM—2.2%

VUG2.2%—

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

VUG$42 − $3 = $39

KeptFee

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