PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
MODL vs. IUSV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

MODL vs. IUSV

Last updated Apr 1, 2026

Compare and contrast key facts about Victoryshares Westend U.S. Sector ETF (MODL) and iShares Core S&P U.S. Value ETF (IUSV).

MODL and IUSV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MODL is an actively managed fund by Victory. It was launched on Oct 11, 2022. IUSV is a passively managed fund by iShares that tracks the performance of the S&P 900 Value Index. It was launched on Jul 24, 2000.

Performance

MODL vs. IUSV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victoryshares Westend U.S. Sector ETF (MODL) and iShares Core S&P U.S. Value ETF (IUSV). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

MODL vs. IUSV - Yearly Performance Comparison

2026 (YTD)2025202420232022
MODL
Victoryshares Westend U.S. Sector ETF		-5.81%18.99%24.73%23.74%7.13%
IUSV
iShares Core S&P U.S. Value ETF		0.10%12.85%12.18%21.73%12.37%

Returns By Period

In the year-to-date period, MODL achieves a -5.81% return, which is significantly lower than IUSV's 0.10% return.

MODL

1D
2.63%
1M
-5.37%
YTD
-5.81%
6M
-2.92%
1Y
16.01%
3Y*
16.98%
5Y*
—
10Y*
—

IUSV

1D
1.77%
1M
-4.59%
YTD
0.10%
6M
3.24%
1Y
12.87%
3Y*
13.69%
5Y*
10.25%
10Y*
11.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Victoryshares Westend U.S. Sector ETF

iShares Core S&P U.S. Value ETF

Often compared with MODL:
MODL vs. BDGSMODL vs. HCMDXMODL vs. ^GSPCMODL vs. VOOMODL vs. VEAMODL vs. PRWCXMODL vs. SPY
Often compared with IUSV:
IUSV vs. IUSGIUSV vs. VTVIUSV vs. SCHDIUSV vs. SPYIUSV vs. VOOIUSV vs. VLUEIUSV vs. DGRO

MODL vs. IUSV - Expense Ratio Comparison

MODL has a 0.46% expense ratio, which is higher than IUSV's 0.04% expense ratio.

MODL
Victoryshares Westend U.S. Sector ETF
IUSV
iShares Core S&P U.S. Value ETF

Return for Risk

MODL vs. IUSV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MODL
MODL Risk / Return Rank: 5858
Overall Rank
MODL Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
MODL Sortino Ratio Rank: 5656
Sortino Ratio Rank
MODL Omega Ratio Rank: 5858
Omega Ratio Rank
MODL Calmar Ratio Rank: 6060
Calmar Ratio Rank
MODL Martin Ratio Rank: 6565
Martin Ratio Rank
IUSV
IUSV Risk / Return Rank: 5151
Overall Rank
IUSV Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IUSV Sortino Ratio Rank: 4949
Sortino Ratio Rank
IUSV Omega Ratio Rank: 5252
Omega Ratio Rank
IUSV Calmar Ratio Rank: 4949
Calmar Ratio Rank
IUSV Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MODL vs. IUSV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victoryshares Westend U.S. Sector ETF (MODL) and iShares Core S&P U.S. Value ETF (IUSV). 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.

MODLIUSVDifference

Sharpe ratio

Return per unit of total volatility

0.95

0.82

+0.12

Sortino ratio

Return per unit of downside risk

1.46

1.24

+0.22

Omega ratio

Gain probability vs. loss probability

1.22

1.19

+0.03

Calmar ratio

Return relative to maximum drawdown

1.52

1.15

+0.37

Martin ratio

Return relative to average drawdown

6.60

5.37

+1.24

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MODL vs. IUSV - Sharpe Ratio Comparison

The current MODL Sharpe Ratio is 0.95, which is comparable to the IUSV Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of MODL and IUSV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading graphics...

Sharpe Ratios by Period

MODLIUSVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

0.82

+0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.71

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.68

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.33

0.59

+0.74

Correlation

The correlation between MODL and IUSV is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

MODL vs. IUSV - Dividend Comparison

MODL's dividend yield for the trailing twelve months is around 0.76%, less than IUSV's 1.81% yield.

TTM20252024202320222021202020192018201720162015
MODL
Victoryshares Westend U.S. Sector ETF		0.76%0.67%0.83%1.02%0.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IUSV
iShares Core S&P U.S. Value ETF		1.81%1.78%2.15%1.75%2.22%1.87%2.40%2.19%2.67%1.93%4.44%7.63%

Drawdowns

MODL vs. IUSV - Drawdown Comparison

The maximum MODL drawdown since its inception was -17.60%, smaller than the maximum IUSV drawdown of -56.88%. Use the drawdown chart below to compare losses from any high point for MODL and IUSV.

Loading graphics...

Drawdown Indicators

MODLIUSVDifference

Max Drawdown

Largest peak-to-trough decline

-17.60%

-56.88%

+39.28%

Max Drawdown (1Y)

Largest decline over 1 year

-10.88%

-12.13%

+1.25%

Max Drawdown (5Y)

Largest decline over 5 years

—

-17.95%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.54%

—

Current Drawdown

Current decline from peak

-7.03%

-4.64%

-2.39%

Average Drawdown

Average peak-to-trough decline

-2.09%

-6.33%

+4.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

2.60%

-0.09%

Volatility

MODL vs. IUSV - Volatility Comparison

Victoryshares Westend U.S. Sector ETF (MODL) has a higher volatility of 4.86% compared to iShares Core S&P U.S. Value ETF (IUSV) at 3.92%. This indicates that MODL's price experiences larger fluctuations and is considered to be riskier than IUSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

MODLIUSVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.86%

3.92%

+0.94%

Volatility (6M)

Calculated over the trailing 6-month period

8.66%

7.79%

+0.87%

Volatility (1Y)

Calculated over the trailing 1-year period

17.01%

15.70%

+1.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.73%

14.60%

+0.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.73%

17.09%

-2.36%