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USVM vs CFA

VictoryShares US Small Mid Cap Value Momentum ETF vs VictoryShares US 500 Volatility Wtd ETF

USVM

VictoryShares US Small Mid Cap Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.29%

Fund size

$1.6B

CFA

VictoryShares US 500 Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$532M

Key differences

  • USVM costs 0.06% less per year.
  • Over the last 3 years, USVM has delivered higher annualized returns.

Side-by-side comparison

USVMCFA
Annual cost (TER)0.29%0.35%
Fund size (AUM)$1.6B$532M
Since20172014
Dividend yield1.79%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.2%+14.2%
CAGR 3Y+20.3%+14.0%
CAGR 5Y+9.9%+7.8%
Sharpe 3Y0.910.79
Volatility 1Y15.03%10.91%
Max drawdown-42.38%-37.74%

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

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