USVM vs VOO

AUSVM

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VUG $16,565

Lowest cost0.03%VOO · $3 on $10k

Most income1.91%USVM · $191 on $10k

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

Held in common0.2%USVM and VOO

USVM

VOO

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8BVanguard S&P 500 ETF · $1.00T

+21.3%3 years · per year$17,856 · $18,159+22.0%

+9.3%5 years · per year$15,567 · $17,543+11.9%

0.22%Expense ratio$22 · $3 on $10k · lower wins0.03%

1.91%12-mo yield$191 · $107 on $10k1.07%

−8.4%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.7%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSVM · VOO

0.6%HST0.0%

0.3%APA0.0%

0.4%SWK0.0%

0.3%SWKS0.0%

Held in common0.2%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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 VOO

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,567

VOO

Vanguard S&P 500

$17,543

MeasureUSVMVOO

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield1.91%1.07%

5 years, per year+9.3%+11.9%

3 years, per year+21.3%+22.0%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y14.4%13.7%

4–2measures won
VOO first

0.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: USVM, VOO, VUG

Today

58.2%most shared, VOO and VUG

USVMVOOVUG

USVM—0.2%0.0%

VOO0.2%—58.2%

VUG0.0%58.2%—

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

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

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