USVM vs SPY

AUSVM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.99%USVM · $199 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 · $1.8BState Street SPDR S&P 500 ETF · $819B

+20.7%3 years · per year$17,588 · $18,039+21.7%

+9.2%5 years · per year$15,497 · $17,118+11.3%

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

1.99%12-mo yield$199 · $103 on $10k1.03%

−8.4%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSVM · SPY

0.3%SWKS0.0%

0.4%SWK0.0%

0.6%HST0.0%

0.3%APA0.0%

Held in common0.2%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	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

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	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

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 SPY

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,497

SPY

SPDR S&P 500

$17,118

MeasureUSVMSPY

Fee0.22%0.09%

Cost on $10k a year$22$9

Yield1.99%1.03%

5 years, per year+9.2%+11.3%

3 years, per year+20.7%+21.7%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y14.3%13.6%

4–2measures won
SPY first

0.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: USVM, SPY, IVV

Today

99.9%most shared, SPY and IVV

USVMSPYIVV

USVM—0.2%0.2%

SPY0.2%—99.9%

IVV0.2%99.9%—

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

Income After Fees on $10,000

$177most kept, USVM

USVM$199 − $22 = $177

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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