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USVM vs ULVM

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

USVM

VictoryShares US Small Mid Cap Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.29%

Fund size

$1.6B

ULVM

VictoryShares US Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.20%

Fund size

$249M

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

USVMULVM
Annual cost (TER)0.29%0.20%
Fund size (AUM)$1.6B$249M
Since20172017
Dividend yield1.79%1.63%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.2%+29.7%
CAGR 3Y+20.3%+20.7%
CAGR 5Y+9.9%+11.7%
Sharpe 3Y0.911.17
Volatility 1Y15.03%10.88%
Max drawdown-42.38%-40.71%

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

Similar to USVM and ULVM