USVM vs VIG

AUSVM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · USVM $16,409

Lowest cost0.04%VIG · $4 on $10k

Most income1.86%USVM · $186 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.6%USVM and VIG

USVM

VIG

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BVanguard Dividend Appreciation ETF · $109B

+22.9%3 years · per year$18,581 · $17,533+20.6%

+10.4%5 years · per year$16,409 · $17,005+11.2%

0.22%Expense ratio$22 · $4 on $10k · lower wins0.04%

1.86%12-mo yield$186 · $144 on $10k1.44%

−8.4%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · VIG

0.6%RNR0.1%

0.5%GL0.1%

0.5%UNM0.1%

0.3%LFUS0.0%

Held in common0.6%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

USVM

VictoryShares US Small Mid Cap Value Momentum

$16,409

VIG

Vanguard Dividend Appreciation

$17,005

MeasureUSVMVIG

Fee0.22%0.04%

Cost on $10k a year$22$4

Yield1.86%1.44%

5 years, per year+10.4%+11.2%

3 years, per year+22.9%+20.6%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y13.8%10.2%

4–2measures won
VIG first

0.6%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

0.6%most shared, USVM and VIG

USVMVIG

USVM—0.6%

VIG0.6%—

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

VIG$144 − $4 = $140

KeptFee

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