USVM vs VIG

AUSVM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.91%USVM · $191 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 · $1.8BVanguard Dividend Appreciation ETF · $109B

+21.3%3 years · per year$17,856 · $16,775+18.8%

+9.3%5 years · per year$15,567 · $16,638+10.7%

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

1.91%12-mo yield$191 · $146 on $10k1.46%

−8.4%Worst dropSmaller wins−7.9%

14.4%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSVM · VIG

0.6%RNR0.1%

0.6%GL0.1%

0.5%UNM0.1%

0.3%LFUS0.0%

Held in common0.6%

End-of-day Nov 9, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.91%	+2.7%	+18.5%	+23.2%	+21.3%	+9.3%	−8.4%	$1.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.91%	+2.7%	+18.5%	+23.2%	+21.3%	+9.3%	−8.4%	$1.8B

End-of-day Nov 9, 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

$15,567

VIG

Vanguard Dividend Appreciation

$16,638

MeasureUSVMVIG

Fee0.22%0.04%

Cost on $10k a year$22$4

Yield1.91%1.46%

5 years, per year+9.3%+10.7%

3 years, per year+21.3%+18.8%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y14.4%11.0%

4–2measures won
VIG first

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: USVM, VIG, VUG

Today

26.4%most shared, VIG and VUG

USVMVIGVUG

USVM—0.6%0.0%

VIG0.6%—26.4%

VUG0.0%26.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$169most kept, USVM

USVM$191 − $22 = $169

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee