USVM vs MDY

AUSVM

BMDY

Measures won6–0USVM wins · of 6 · 5Y

$10,000 · 5Y$16,409USVM · MDY $14,436

Lowest cost0.22%USVM · $22 on $10k

Most income1.86%USVM · $186 on $10k

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

Held in common14.2%USVM and MDY

USVM

MDY

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

+22.9%3 years · per year$18,581 · $16,442+18.0%

+10.4%5 years · per year$16,409 · $14,436+7.6%

0.22%Expense ratio$22 · $23 on $10k · lower wins0.23%

1.86%12-mo yield$186 · $103 on $10k1.03%

−8.4%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins14.9%

6–0USVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · MDY

0.6%RNR0.4%

0.4%ARMK0.4%

0.5%UNM0.4%

0.3%BTSG0.3%

Held in common14.2%

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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B

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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B

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 MDY

USVM

VictoryShares US Small Mid Cap Value Momentum

$16,409

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,436

MeasureUSVMMDY

Fee0.22%0.23%

Cost on $10k a year$22$23

Yield1.86%1.03%

5 years, per year+10.4%+7.6%

3 years, per year+22.9%+18.0%

Worst drop · 1Y−8.4%−8.8%

Volatility · 1Y13.8%14.9%

6–0measures won
USVM first

14.2%

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, MDY

Today

14.2%most shared, USVM and MDY

USVMMDY

USVM—14.2%

MDY14.2%—

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

Income After Fees on $10,000

$164most kept, USVM

USVM$186 − $22 = $164

MDY$103 − $23 = $80

KeptFee

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