USVM vs IWF

AUSVM

BIWF

Measures won5–1USVM wins · of 6 · 5Y

$10,000 · 5Y$15,497USVM · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.93%USVM · $193 on $10k

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

Held in common0.1%USVM and IWF

USVM

IWF

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BiShares Russell 1000 Growth ETF · $113B

+20.7%3 years · per year$17,588 · $17,022+19.4%

+9.2%5 years · per year$15,497 · $15,442+9.1%

0.22%Expense ratio$22 · $18 on $10k · lower wins0.18%

1.93%12-mo yield$193 · $39 on $10k0.39%

−8.4%Worst dropSmaller wins−14.6%

14.3%VolatilityLower wins19.4%

5–1USVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · IWF

0.1%DOCN0.0%

0.1%CORT0.0%

0.1%FORM0.0%

0.2%ARWR0.0%

Held in common0.1%

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	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.93%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.93%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

USVM vs IWF

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,497

IWF

iShares Russell 1000 Growth

$15,442

MeasureUSVMIWF

Fee0.22%0.18%

Cost on $10k a year$22$18

Yield1.93%0.39%

5 years, per year+9.2%+9.1%

3 years, per year+20.7%+19.4%

Worst drop · 1Y−8.4%−14.6%

Volatility · 1Y14.3%19.4%

5–1measures won
USVM first

0.1%

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: USVM, IWF

Today

0.1%most shared, USVM and IWF

USVMIWF

USVM—0.1%

IWF0.1%—

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

Income After Fees on $10,000

$171most kept, USVM

USVM$193 − $22 = $171

IWF$39 − $18 = $21

KeptFee

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