USVM vs VOE

AUSVM

BVOE

Measures won2–4VOE wins · of 6 · 5Y

$10,000 · 5Y$15,868VOE · USVM $15,497

Lowest cost0.05%VOE · $5 on $10k

Most income1.93%USVM · $193 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common0.0%USVM and VOE

USVM

VOE

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BVanguard Morningstar Mid-Cap Value ETF · $22.8B

+20.7%3 years · per year$17,588 · $17,411+20.3%

+9.2%5 years · per year$15,497 · $15,869+9.7%

0.22%Expense ratio$22 · $5 on $10k · lower wins0.05%

1.93%12-mo yield$193 · $188 on $10k1.88%

−8.4%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.4%

2–4VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · VOE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
2	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.93%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.88%	−0.7%	+18.4%	+22.7%	+20.3%	+9.7%	−6.9%	$22.8B
2	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.93%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.9B

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 VOE

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,497

VOE

Vanguard Morningstar Mid-Cap Value

$15,869

MeasureUSVMVOE

Fee0.22%0.05%

Cost on $10k a year$22$5

Yield1.93%1.88%

5 years, per year+9.2%+9.7%

3 years, per year+20.7%+20.3%

Worst drop · 1Y−8.4%−6.9%

Volatility · 1Y14.3%11.4%

4–1measures won
VOE first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: USVM, VOE

Today

0.0%most shared, USVM and VOE

USVMVOE

USVM—0.0%

VOE0.0%—

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

Income After Fees on $10,000

$183most kept, VOE

VOE$188 − $5 = $183

USVM$193 − $22 = $171

KeptFee

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