USVM vs XMLV

AUSVM

BXMLV

Measures won4–2USVM wins · of 6 · 5Y

$10,000 · 5Y$15,513USVM · XMLV $13,638

Lowest cost0.22%USVM · $22 on $10k

Most income3.00%XMLV · $300 on $10k

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

Held in common12.6%USVM and XMLV

USVM

XMLV

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9BInvesco S&P MidCap Low Volatility ETF · $729M

+21.1%3 years · per year$17,750 · $14,971+14.4%

+9.2%5 years · per year$15,513 · $13,638+6.4%

0.22%Expense ratio$22 · $25 on $10k · lower wins0.25%

1.93%12-mo yield$193 · $300 on $10k3.00%

−8.4%Worst dropSmaller wins−9.2%

14.3%VolatilityLower wins11.0%

4–2USVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSVM · XMLV

0.7%SWX1.5%

0.7%SR1.5%

0.7%KRG1.3%

0.7%OGS1.5%

Held in common12.6%

End-of-day Nov 5, 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	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.93%	−3.6%	+15.1%	+19.2%	+21.1%	+9.2%	−8.4%	$1.9B
2	BXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	3.00%	−1.8%	+9.3%	+10.7%	+14.4%	+6.4%	−9.2%	$729M

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

Both

5Y2 funds

#			Trend
1	AUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk		0.22%	1.93%	−3.6%	+15.1%	+19.2%	+21.1%	+9.2%	−8.4%	$1.9B
2	BXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	3.00%	−1.8%	+9.3%	+10.7%	+14.4%	+6.4%	−9.2%	$729M

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

Cards for this view

USVM vs XMLV

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,513

XMLV

Invesco S&P MidCap Low Volatility

$13,638

MeasureUSVMXMLV

Fee0.22%0.25%

Cost on $10k a year$22$25

Yield1.93%3.00%

5 years, per year+9.2%+6.4%

3 years, per year+21.1%+14.4%

Worst drop · 1Y−8.4%−9.2%

Volatility · 1Y14.3%11.0%

4–2measures won
USVM first

12.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USVM, XMLV

Today

12.6%most shared, USVM and XMLV

USVMXMLV

USVM—12.6%

XMLV12.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$275most kept, XMLV

XMLV$300 − $25 = $275

USVM$193 − $22 = $171

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee