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CFA vs VSMV

VictoryShares US 500 Volatility Wtd ETF vs VictoryShares US Multi-Factor Minimum Volatility ETF

CFA

VictoryShares US 500 Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$532M

VSMV

VictoryShares US Multi-Factor Minimum Volatility ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$153M

Key differences

  • CFA is significantly larger than VSMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VSMV has delivered higher annualized returns.

Side-by-side comparison

CFAVSMV
Annual cost (TER)0.35%0.35%
Fund size (AUM)$532M$153M
Since20142017
Dividend yield1.25%1.32%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.2%+26.6%
CAGR 3Y+14.0%+17.6%
CAGR 5Y+7.8%+11.5%
Sharpe 3Y0.791.23
Volatility 1Y10.91%9.20%
Max drawdown-37.74%-31.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CFA and VSMV