EZMO vs. USVM
EZMO (AlphaDroid Broad Markets Momentum ETF) and USVM (VictoryShares US Small Mid Cap Value Momentum ETF) are both Momentum funds. EZMO is actively managed, while USVM is passively managed. At a 0.49 correlation, their price movements are largely independent. EZMO charges 0.94%/yr vs 0.29%/yr for USVM.
Performance
EZMO vs. USVM - Performance Comparison
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Returns By Period
In the year-to-date period, EZMO achieves a -1.68% return, which is significantly lower than USVM's 22.25% return.
EZMO
- 1D
- -1.27%
- 1M
- -2.15%
- 6M
- -4.53%
- YTD
- -1.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USVM
- 1D
- 1.05%
- 1M
- 3.19%
- 6M
- 14.82%
- YTD
- 22.25%
- 1Y
- 34.36%
- 3Y*
- 19.69%
- 5Y*
- 12.16%
- 10Y*
- —
EZMO vs. USVM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EZMO AlphaDroid Broad Markets Momentum ETF | -1.68% | 4.05% |
USVM VictoryShares US Small Mid Cap Value Momentum ETF | 22.25% | 1.23% |
Correlation
The correlation between EZMO and USVM is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025 | 0.49 |
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Return for Risk
EZMO vs. USVM — Risk / Return Rank
EZMO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USVM
EZMO vs. USVM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaDroid Broad Markets Momentum ETF (EZMO) and VictoryShares US Small Mid Cap Value Momentum ETF (USVM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EZMO | USVM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.41 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.13 | — |
| Martin ratioReturn relative to average drawdown | — | 15.64 | — |
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Drawdowns
EZMO vs. USVM - Drawdown Comparison
The maximum EZMO drawdown since its inception was -12.82%, smaller than the maximum USVM drawdown of -42.38%. Use the drawdown chart below to compare losses from any high point for EZMO and USVM.
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Drawdown Indicators
| EZMO | USVM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.82% | -42.38% | +29.56% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.36% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.34% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.27% | — |
Current DrawdownCurrent decline from peak | -10.91% | 0.00% | -10.91% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -7.80% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.20% | — |
Volatility
EZMO vs. USVM - Volatility Comparison
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Volatility by Period
| EZMO | USVM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.95% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.89% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 14.67% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 19.55% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 21.90% | -4.96% |
EZMO vs. USVM - Expense Ratio Comparison
EZMO has a 0.94% expense ratio, which is higher than USVM's 0.29% expense ratio.
Dividends
EZMO vs. USVM - Dividend Comparison
EZMO has not paid dividends to shareholders, while USVM's dividend yield for the trailing twelve months is around 1.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
EZMO AlphaDroid Broad Markets Momentum ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USVM VictoryShares US Small Mid Cap Value Momentum ETF | 1.80% | 1.84% | 1.75% | 1.63% | 1.43% | 0.70% | 1.21% | 1.77% | 1.43% | 0.65% |
Frequently Asked Questions
EZMO and USVM have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, USVM is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
USVM is cheaper with a 0.29% expense ratio, compared with 0.94% for EZMO.
USVM has the higher dividend yield at 1.80%, compared with 0.00% for EZMO.
They also come from different issuers: AlphaDroid and Victory Capital. Their fees differ too: 0.94% for EZMO and 0.29% for USVM.
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