USVM vs VUG

AUSVM

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · USVM $16,409

Lowest cost0.03%VUG · $3 on $10k

Most income1.86%USVM · $186 on $10k

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

Held in common0.0%USVM and VUG

USVM

VUG

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BVanguard Morningstar Growth ETF · $233B

+22.9%3 years · per year$18,581 · $19,712+25.4%

+10.4%5 years · per year$16,409 · $17,153+11.4%

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

1.86%12-mo yield$186 · $40 on $10k0.40%

−8.4%Worst dropSmaller wins−16.1%

13.8%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · VUG

0.1%VG0.0%

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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 VUG

USVM

VictoryShares US Small Mid Cap Value Momentum

$16,409

VUG

Vanguard Morningstar Growth

$17,153

MeasureUSVMVUG

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield1.86%0.40%

5 years, per year+10.4%+11.4%

3 years, per year+22.9%+25.4%

Worst drop · 1Y−8.4%−16.1%

Volatility · 1Y13.8%18.2%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: USVM, VUG

Today

0.0%most shared, USVM and VUG

USVMVUG

USVM—0.0%

VUG0.0%—

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

VUG$40 − $3 = $37

KeptFee

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