USVM vs IWR

AUSVM

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,914USVM · IWR $14,220

Lowest cost0.18%IWR · $18 on $10k

Most income1.88%USVM · $188 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common4.4%USVM and IWR

USVM

IWR

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BiShares Russell Mid-Cap ETF · $58.2B

+22.8%3 years · per year$18,497 · $17,698+21.0%

+9.7%5 years · per year$15,914 · $14,220+7.3%

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

1.88%12-mo yield$188 · $115 on $10k1.15%

−8.4%Worst dropSmaller wins−8.2%

13.8%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · IWR

0.3%SWKS0.1%

0.3%APA0.1%

0.6%HST0.1%

0.4%SWK0.1%

Held in common4.4%

End-of-day Nov 3, 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%	1.88%	−0.3%	+18.4%	+21.9%	+22.8%	+9.7%	−8.4%	$1.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

End-of-day Nov 3, 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%	1.88%	−0.3%	+18.4%	+21.9%	+22.8%	+9.7%	−8.4%	$1.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.6%	+16.7%	+21.0%	+7.3%	−8.2%	$58.2B

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

Cards for this view

USVM vs IWR

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,914

IWR

iShares Russell Mid-Cap

$14,220

MeasureUSVMIWR

Fee0.22%0.18%

Cost on $10k a year$22$18

Yield1.88%1.15%

5 years, per year+9.7%+7.3%

3 years, per year+22.8%+21.0%

Worst drop · 1Y−8.4%−8.2%

Volatility · 1Y13.8%13.4%

3–3measures won
level

4.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: USVM, IWR

Today

4.4%most shared, USVM and IWR

USVMIWR

USVM—4.4%

IWR4.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$166most kept, USVM

USVM$188 − $22 = $166

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee