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ULVM vs USVM

VictoryShares US Value Momentum ETF vs VictoryShares US Small Mid Cap Value Momentum ETF

ULVM

VictoryShares US Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.20%

Fund size

$249M

USVM

VictoryShares US Small Mid Cap Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.29%

Fund size

$1.6B

Key differences

  • ULVM costs 0.09% less per year.
  • USVM is significantly larger than ULVM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ULVMUSVM
Annual cost (TER)0.20%0.29%
Fund size (AUM)$249M$1.6B
Since20172017
Dividend yield1.63%1.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.7%+32.2%
CAGR 3Y+20.7%+20.3%
CAGR 5Y+11.7%+9.9%
Sharpe 3Y1.170.91
Volatility 1Y10.88%15.03%
Max drawdown-40.71%-42.38%

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

Similar to ULVM and USVM