USVM vs KBWY

AUSVM

BKBWY

Measures won5–1USVM wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · USVM $15,497

Lowest cost0.06%SCHD · $6 on $10k

Most income8.87%KBWY · $887 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.3%USVM and KBWY

USVM

KBWY

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8BInvesco KBW Premium Yield Equity REIT ETF · $286M

+20.7%3 years · per year$17,588 · $13,046+9.3%

+9.2%5 years · per year$15,497 · $10,466+0.9%

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

1.99%12-mo yield$199 · $887 on $10k8.87%

−8.4%Worst dropSmaller wins−15.1%

14.3%VolatilityLower wins17.3%

5–1USVM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSVM · KBWY

0.6%APLE3.8%

0.5%RLJ3.4%

0.4%PK3.7%

0.4%MRP4.9%

Held in common2.3%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.99%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.8B
3	BKBWY	Invesco KBW Premium Yield Equity REIT ETFRead Desk	0.35%	8.87%	−0.6%	+15.7%	+20.0%	+9.3%	+0.9%	−15.1%	$286M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.99%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.8B
3	BKBWY	Invesco KBW Premium Yield Equity REIT ETFRead Desk	0.35%	8.87%	−0.6%	+15.7%	+20.0%	+9.3%	+0.9%	−15.1%	$286M

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 KBWY

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,497

KBWY

Invesco KBW Premium Yield Equity REIT

$10,466

MeasureUSVMKBWY

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield1.99%8.87%

5 years, per year+9.2%+0.9%

3 years, per year+20.7%+9.3%

Worst drop · 1Y−8.4%−15.1%

Volatility · 1Y14.3%17.3%

5–1measures won
USVM first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USVM, KBWY, SCHD

Today

2.3%most shared, USVM and KBWY

USVMKBWYSCHD

USVM—2.3%1.3%

KBWY2.3%—0.0%

SCHD1.3%0.0%—

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

Income After Fees on $10,000

$852most kept, KBWY

KBWY$887 − $35 = $852

SCHD$300 − $6 = $294

USVM$199 − $22 = $177

KeptFee

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