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VSMV vs USVM

VictoryShares US Multi-Factor Minimum Volatility ETF vs VictoryShares US Small Mid Cap Value Momentum ETF

VSMV

VictoryShares US Multi-Factor Minimum Volatility ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$153M

USVM

VictoryShares US Small Mid Cap Value Momentum ETF

Victory Capital Management Inc.

Annual cost

0.29%

Fund size

$1.6B

Key differences

  • USVM costs 0.06% less per year.
  • USVM is significantly larger than VSMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USVM has delivered higher annualized returns.

Side-by-side comparison

VSMVUSVM
Annual cost (TER)0.35%0.29%
Fund size (AUM)$153M$1.6B
Since20172017
Dividend yield1.32%1.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.6%+32.2%
CAGR 3Y+17.6%+20.3%
CAGR 5Y+11.5%+9.9%
Sharpe 3Y1.230.91
Volatility 1Y9.20%15.03%
Max drawdown-31.33%-42.38%

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

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