USVM vs FMTM

AUSVM

BFMTM

Measures won4–0USVM wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · USVM $15,497

Lowest cost0.03%VUG · $3 on $10k

Most income1.99%USVM · $199 on $10k

Smallest drop−8.4%USVM · worst fall in 1Y

Held in common1.2%USVM and FMTM

USVM

FMTM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8BMarketDesk Focused U.S. Momentum ETF · $266M

+20.7%3 years · per year$17,588 · […][…]

+9.2%5 years · per year$15,497 · […][…]

0.22%Expense ratio$22 · $45 on $10k · lower wins0.45%

1.99%12-mo yield$199 · $26 on $10k0.26%

−8.4%Worst dropSmaller wins−16.0%

14.3%VolatilityLower wins27.2%

4–0USVM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSVM · FMTM

0.7%THG3.5%

0.6%RNR3.6%

Held in common1.2%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.99%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.8B
3	BFMTM	MarketDesk Focused U.S. Momentum ETFRead Desk	0.45%	0.26%	−1.2%	+14.1%	+15.5%	new	new	−16.0%	$266M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.99%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.8B
3	BFMTM	MarketDesk Focused U.S. Momentum ETFRead Desk	0.45%	0.26%	−1.2%	+14.1%	+15.5%	new	new	−16.0%	$266M

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

USVM vs FMTM

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,497

FMTM

MarketDesk Focused U.S. Momentum

[…]

MeasureUSVMFMTM

Fee0.22%0.45%

Cost on $10k a year$22$45

Yield1.99%0.26%

5 years, per year+9.2%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−8.4%−16.0%

Volatility · 1Y14.3%27.2%

4–0measures won
USVM first

1.2%

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$59.7B

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: USVM, FMTM, VUG

Today

2.2%most shared, FMTM and VUG

USVMFMTMVUG

USVM—1.2%0.0%

FMTM1.2%—2.2%

VUG0.0%2.2%—

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

Income After Fees on $10,000

$177most kept, USVM

USVM$199 − $22 = $177

VUG$42 − $3 = $39

FMTM$26 − $45 = −$19

KeptFee

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