USVM vs KBWY

AUSVM

BKBWY

Measures won5–1USVM wins · of 6 · 5Y

$10,000 · 5Y$16,409USVM · KBWY $10,669

Lowest cost0.22%USVM · $22 on $10k

Most income8.63%KBWY · $863 on $10k

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

Held in common2.3%USVM and KBWY

USVM

KBWY

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BInvesco KBW Premium Yield Equity REIT ETF · $286M

+22.9%3 years · per year$18,581 · $13,711+11.1%

+10.4%5 years · per year$16,409 · $10,669+1.3%

0.22%Expense ratio$22 · $35 on $10k · lower wins0.35%

1.86%12-mo yield$186 · $863 on $10k8.63%

−8.4%Worst dropSmaller wins−15.1%

13.8%VolatilityLower wins17.2%

5–1USVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · KBWY

0.6%APLE4.0%

0.5%RLJ3.5%

0.4%PK4.1%

0.4%MRP4.8%

Held in common2.3%

End-of-day Nov 4, 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%	1.86%	+0.9%	+19.4%	+23.0%	+22.9%	+10.4%	−8.4%	$1.9B
2	BKBWY	Invesco KBW Premium Yield Equity REIT ETFRead Desk		0.35%	8.63%	+3.2%	+18.9%	+24.0%	+11.1%	+1.3%	−15.1%	$286M

End-of-day Nov 4, 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%	1.86%	+0.9%	+19.4%	+23.0%	+22.9%	+10.4%	−8.4%	$1.9B
2	BKBWY	Invesco KBW Premium Yield Equity REIT ETFRead Desk		0.35%	8.63%	+3.2%	+18.9%	+24.0%	+11.1%	+1.3%	−15.1%	$286M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USVM vs KBWY

USVM

VictoryShares US Small Mid Cap Value Momentum

$16,409

KBWY

Invesco KBW Premium Yield Equity REIT

$10,669

MeasureUSVMKBWY

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield1.86%8.63%

5 years, per year+10.4%+1.3%

3 years, per year+22.9%+11.1%

Worst drop · 1Y−8.4%−15.1%

Volatility · 1Y13.8%17.2%

5–1measures won
USVM first

2.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USVM, KBWY

Today

2.3%most shared, USVM and KBWY

USVMKBWY

USVM—2.3%

KBWY2.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$828most kept, KBWY

KBWY$863 − $35 = $828

USVM$186 − $22 = $164

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee