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VSMV vs SPLV

VictoryShares US Multi-Factor Minimum Volatility ETF vs Invesco S&P 500 Low Volatility ETF

VSMV

VictoryShares US Multi-Factor Minimum Volatility ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$153M

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

Key differences

  • SPLV costs 0.10% less per year.
  • SPLV 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.
  • SPLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VSMVSPLV
Annual cost (TER)0.35%0.25%
Fund size (AUM)$153M$7.2B
Since20172011
Dividend yield1.32%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.6%+4.3%
CAGR 3Y+17.6%+8.2%
CAGR 5Y+11.5%+6.1%
Sharpe 3Y1.230.45
Volatility 1Y9.20%9.71%
Max drawdown-31.33%-36.26%

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

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