UIVM vs. USVM
Compare and contrast key facts about VictoryShares International Value Momentum ETF (UIVM) and VictoryShares US Small Mid Cap Value Momentum ETF (USVM).
UIVM and USVM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UIVM is a passively managed fund by Victory Capital that tracks the performance of the Nasdaq Victory International Value Momentum Index. It was launched on Oct 24, 2017. USVM is a passively managed fund by Victory Capital that tracks the performance of the Nasdaq Victory US Small Mid Cap Value Momentum Index. It was launched on Oct 24, 2017. Both UIVM and USVM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
UIVM vs. USVM - Performance Comparison
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UIVM vs. USVM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIVM VictoryShares International Value Momentum ETF | 5.84% | 45.47% | 5.23% | 16.79% | -13.31% | 11.85% | 0.76% | 15.29% | -17.41% | 2.56% |
USVM VictoryShares US Small Mid Cap Value Momentum ETF | 4.07% | 10.56% | 16.59% | 18.90% | -13.23% | 24.44% | 11.56% | 21.65% | -9.39% | 2.21% |
Returns By Period
In the year-to-date period, UIVM achieves a 5.84% return, which is significantly higher than USVM's 4.07% return.
UIVM
- 1D
- 3.35%
- 1M
- -7.63%
- YTD
- 5.84%
- 6M
- 12.67%
- 1Y
- 39.01%
- 3Y*
- 21.88%
- 5Y*
- 11.36%
- 10Y*
- —
USVM
- 1D
- 2.36%
- 1M
- -3.92%
- YTD
- 4.07%
- 6M
- 5.65%
- 1Y
- 22.73%
- 3Y*
- 16.19%
- 5Y*
- 8.24%
- 10Y*
- —
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UIVM vs. USVM - Expense Ratio Comparison
UIVM has a 0.35% expense ratio, which is higher than USVM's 0.29% expense ratio.
Return for Risk
UIVM vs. USVM — Risk / Return Rank
UIVM
USVM
UIVM vs. USVM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares International Value Momentum ETF (UIVM) 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.
| UIVM | USVM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 1.13 | +1.29 |
Sortino ratioReturn per unit of downside risk | 3.16 | 1.69 | +1.47 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.24 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 3.47 | 1.70 | +1.77 |
Martin ratioReturn relative to average drawdown | 13.40 | 7.47 | +5.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UIVM | USVM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 1.13 | +1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.42 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.44 | -0.01 |
Correlation
The correlation between UIVM and USVM is 0.71, 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
UIVM vs. USVM - Dividend Comparison
UIVM's dividend yield for the trailing twelve months is around 3.36%, more than USVM's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIVM VictoryShares International Value Momentum ETF | 3.36% | 3.70% | 5.09% | 4.35% | 3.03% | 3.48% | 1.63% | 3.49% | 2.78% | 0.15% |
USVM VictoryShares US Small Mid Cap Value Momentum ETF | 1.91% | 1.84% | 1.75% | 1.63% | 1.43% | 0.70% | 1.21% | 1.77% | 1.43% | 0.65% |
Drawdowns
UIVM vs. USVM - Drawdown Comparison
The maximum UIVM drawdown since its inception was -42.73%, roughly equal to the maximum USVM drawdown of -42.38%. Use the drawdown chart below to compare losses from any high point for UIVM and USVM.
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Drawdown Indicators
| UIVM | USVM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.73% | -42.38% | -0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.02% | -13.58% | +2.56% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -25.27% | -3.00% |
Current DrawdownCurrent decline from peak | -8.04% | -5.50% | -2.54% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -8.04% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 3.09% | -0.23% |
Volatility
UIVM vs. USVM - Volatility Comparison
VictoryShares International Value Momentum ETF (UIVM) has a higher volatility of 7.88% compared to VictoryShares US Small Mid Cap Value Momentum ETF (USVM) at 5.75%. This indicates that UIVM's price experiences larger fluctuations and is considered to be riskier 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
| UIVM | USVM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 5.75% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 11.01% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.17% | 20.16% | -3.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.25% | 19.75% | -4.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 22.14% | -4.97% |