USVM vs IWR

AUSVM

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,902VUG · USVM $15,914

Lowest cost0.03%VUG · $3 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 yearsAll three, one 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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	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
3	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	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
3	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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: USVM, IWR, VUG

Today

7.0%most shared, IWR and VUG

USVMIWRVUG

USVM—4.4%0.0%

IWR4.4%—7.0%

VUG0.0%7.0%—

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

VUG$41 − $3 = $38

KeptFee

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