USVM vs IVV

AUSVM

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.93%USVM · $193 on $10k

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

Held in common0.2%USVM and IVV

USVM

IVV

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BiShares Core S&P 500 ETF · $850B

+21.1%3 years · per year$17,750 · $18,221+22.1%

+9.2%5 years · per year$15,513 · $17,151+11.4%

0.22%Expense ratio$22 · $3 on $10k · lower wins0.03%

1.93%12-mo yield$193 · $114 on $10k1.14%

−8.4%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSVM · IVV

0.3%SWKS0.0%

0.6%HST0.0%

0.4%SWK0.0%

0.3%APA0.0%

Held in common0.2%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.93%	−3.6%	+15.1%	+19.2%	+21.1%	+9.2%	−8.4%	$1.9B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.93%	−3.6%	+15.1%	+19.2%	+21.1%	+9.2%	−8.4%	$1.9B

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

Cards for this view

USVM vs IVV

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,513

IVV

iShares Core S&P 500

$17,152

MeasureUSVMIVV

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield1.93%1.14%

5 years, per year+9.2%+11.4%

3 years, per year+21.1%+22.1%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y14.3%13.6%

4–2measures won
IVV first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USVM, IVV, VOO

Today

93.5%most shared, IVV and VOO

USVMIVVVOO

USVM—0.2%0.2%

IVV0.2%—93.5%

VOO0.2%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$171most kept, USVM

USVM$193 − $22 = $171

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee