UCRD vs. USVM
UCRD (VictoryShares ESG Corporate Bond ETF) and USVM (VictoryShares US Small Mid Cap Value Momentum ETF) are both exchange-traded funds - UCRD is a Corporate Bonds fund actively managed by Victory, while USVM is a Momentum fund tracking the Nasdaq Victory US Small Mid Cap Value Momentum Index. UCRD is actively managed, while USVM is passively managed. Over the past 3 years, UCRD returned 5.43%/yr vs 19.83%/yr for USVM. Their 0.28 correlation means their historical movements had little consistent relationship. UCRD charges 0.40%/yr vs 0.29%/yr for USVM.
Performance
UCRD vs. USVM - Performance Comparison
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Returns By Period
In the year-to-date period, UCRD achieves a 0.19% return, which is significantly lower than USVM's 24.33% return.
UCRD
- 1D
- 0.61%
- 1M
- -0.73%
- 6M
- -0.08%
- YTD
- 0.19%
- 1Y
- 2.68%
- 3Y*
- 5.43%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.17%
USVM
- 1D
- 1.51%
- 1M
- 3.51%
- 6M
- 15.95%
- YTD
- 24.33%
- 1Y
- 37.47%
- 3Y*
- 19.83%
- 5Y*
- 11.52%
- 10Y*
- —
- ALL TIME*
- 11.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.23K | $3.75K | $2.97K | |
| $4.17M | $4.69M | $4.71M |
UCRD vs. USVM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UCRD VictoryShares ESG Corporate Bond ETF | 0.19% | 7.90% | 2.68% | 9.27% | -17.13% | 0.32% |
USVM VictoryShares US Small Mid Cap Value Momentum ETF | 24.33% | 10.56% | 16.59% | 18.90% | -13.23% | 4.49% |
Correlation
The correlation between UCRD and USVM is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2021 | 0.28 |
The correlation between UCRD and USVM shifts across timeframes, from 0.28 (all time) to 0.44 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
UCRD vs. USVM — Risk / Return Rank
UCRD
USVM
UCRD vs. USVM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares ESG Corporate Bond ETF (UCRD) 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.
| UCRD | USVM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.45 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 4.50 | -3.57 |
| Martin ratioReturn relative to average drawdown | 2.48 | 17.45 | -14.97 |
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Drawdowns
UCRD vs. USVM - Drawdown Comparison
The maximum UCRD drawdown since its inception was -22.37%, smaller than the maximum USVM drawdown of -42.38%. Use the drawdown chart below to compare losses from any high point for UCRD and USVM.
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Drawdown Indicators
| UCRD | USVM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -42.38% | +20.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -8.36% | +5.46% |
Max Drawdown (3Y)Largest decline over 3 years | -5.54% | -24.34% | +18.80% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.27% | — |
Current DrawdownCurrent decline from peak | -1.44% | 0.00% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -7.76% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 2.15% | -1.07% |
Volatility
UCRD vs. USVM - Volatility Comparison
The current volatility for VictoryShares ESG Corporate Bond ETF (UCRD) is 1.30%, while VictoryShares US Small Mid Cap Value Momentum ETF (USVM) has a volatility of 3.37%. This indicates that UCRD experiences smaller price fluctuations and is considered to be less risky than USVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCRD | USVM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 3.37% | -2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.48% | 10.75% | -7.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.25% | 14.63% | -10.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.47% | 19.46% | -11.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.47% | 21.86% | -14.39% |
UCRD vs. USVM - Expense Ratio Comparison
UCRD has a 0.40% expense ratio, which is higher than USVM's 0.29% expense ratio.
Dividends
UCRD vs. USVM - Dividend Comparison
UCRD's dividend yield for the trailing twelve months is around 4.26%, more than USVM's 1.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
UCRD VictoryShares ESG Corporate Bond ETF | 4.26% | 4.05% | 4.00% | 3.56% | 2.72% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% |
USVM VictoryShares US Small Mid Cap Value Momentum ETF | 1.77% | 1.84% | 1.75% | 1.63% | 1.43% | 0.70% | 1.21% | 1.77% | 1.43% | 0.65% |
Frequently Asked Questions
UCRD and USVM have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USVM has higher volatility (3.37%) compared to UCRD (1.30%). In terms of maximum drawdown, UCRD dropped -22.37% vs USVM's -42.38%.
On 3-year performance, USVM leads with 19.83% vs 5.43% for UCRD. On fees, USVM is cheaper at 0.29% per year. On volatility, UCRD has been the lower-risk option at 1.30%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, USVM has performed better with a 19.83% return vs 5.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USVM is cheaper with a 0.29% expense ratio, compared with 0.40% for UCRD.
UCRD has the higher dividend yield at 4.26%, compared with 1.77% for USVM.
UCRD is categorized as Corporate Bonds, while USVM is Momentum. Their fees differ too: 0.40% for UCRD and 0.29% for USVM.
USVM currently has the higher Sharpe Ratio (2.58 vs 0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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