USVM vs SPY

AUSVM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · USVM $16,409

Lowest cost0.09%SPY · $9 on $10k

Most income1.86%USVM · $186 on $10k

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

Held in common0.2%USVM and SPY

USVM

SPY

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BState Street SPDR S&P 500 ETF · $805B

+22.9%3 years · per year$18,581 · $19,132+24.1%

+10.4%5 years · per year$16,409 · $18,060+12.6%

0.22%Expense ratio$22 · $9 on $10k · lower wins0.09%

1.86%12-mo yield$186 · $99 on $10k0.99%

−8.4%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · SPY

0.3%SWKS0.0%

0.6%HST0.0%

0.3%APA0.0%

0.4%SWK0.0%

Held in common0.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	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

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 SPY

USVM

VictoryShares US Small Mid Cap Value Momentum

$16,409

SPY

SPDR S&P 500

$18,060

MeasureUSVMSPY

Fee0.22%0.09%

Cost on $10k a year$22$9

Yield1.86%0.99%

5 years, per year+10.4%+12.6%

3 years, per year+22.9%+24.1%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.8%12.9%

4–2measures won
SPY first

0.2%

holdings shared

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

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

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

Overlap: USVM, SPY

Today

0.2%most shared, USVM and SPY

USVMSPY

USVM—0.2%

SPY0.2%—

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

SPY$99 − $9 = $90

KeptFee

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