USVM vs SPYM

AUSVM

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · VTI $16,880

Lowest cost0.02%SPYM · $2 on $10k

Most income1.88%USVM · $188 on $10k

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

Held in common0.2%USVM and SPYM

USVM

SPYM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BState Street SPDR Portfolio S&P 500 ETF · $185B

+22.8%3 years · per year$18,497 · $19,092+24.1%

+9.7%5 years · per year$15,914 · $17,749+12.2%

0.22%Expense ratio$22 · $2 on $10k · lower wins0.02%

1.88%12-mo yield$188 · $103 on $10k1.03%

−8.4%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSVM · SPYM

0.3%SWKS0.0%

0.3%APA0.0%

0.6%HST0.0%

0.4%SWK0.0%

Held in common0.2%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.88%	−0.3%	+18.4%	+21.9%	+22.8%	+9.7%	−8.4%	$1.9B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.88%	−0.3%	+18.4%	+21.9%	+22.8%	+9.7%	−8.4%	$1.9B

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

Cards for this view

USVM vs SPYM

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,914

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureUSVMSPYM

Fee0.22%0.02%

Cost on $10k a year$22$2

Yield1.88%1.03%

5 years, per year+9.7%+12.2%

3 years, per year+22.8%+24.1%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.8%12.7%

4–2measures won
SPYM first

0.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: USVM, SPYM, VTI

Today

87.7%most shared, SPYM and VTI

USVMSPYMVTI

USVM—0.2%1.8%

SPYM0.2%—87.7%

VTI1.8%87.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$166most kept, USVM

USVM$188 − $22 = $166

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee