USVM vs. FNCMX
Compare and contrast key facts about VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) and Fidelity NASDAQ Composite Index Fund (FNCMX).
USVM is a passively managed fund by Crestview that tracks the performance of the MSCI USA Sm Cap Select Value Momentum Blend Index. It was launched on Oct 24, 2017. FNCMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USVM or FNCMX.
Correlation
The correlation between USVM and FNCMX is 0.73, 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.
Performance
USVM vs. FNCMX - Performance Comparison
Key characteristics
USVM:
1.10
FNCMX:
1.55
USVM:
1.61
FNCMX:
2.07
USVM:
1.20
FNCMX:
1.28
USVM:
2.10
FNCMX:
2.13
USVM:
5.63
FNCMX:
7.80
USVM:
3.52%
FNCMX:
3.59%
USVM:
18.01%
FNCMX:
18.17%
USVM:
-42.37%
FNCMX:
-55.71%
USVM:
-7.49%
FNCMX:
-5.59%
Returns By Period
In the year-to-date period, USVM achieves a 0.86% return, which is significantly higher than FNCMX's -1.36% return.
USVM
0.86%
-3.84%
2.74%
19.96%
10.57%
N/A
FNCMX
-1.36%
-4.41%
3.20%
28.01%
16.33%
15.67%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USVM vs. FNCMX - Expense Ratio Comparison
USVM has a 0.24% expense ratio, which is lower than FNCMX's 0.29% expense ratio.
Risk-Adjusted Performance
USVM vs. FNCMX — Risk-Adjusted Performance Rank
USVM
FNCMX
USVM vs. FNCMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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.
Dividends
USVM vs. FNCMX - Dividend Comparison
USVM's dividend yield for the trailing twelve months is around 1.69%, more than FNCMX's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.69% | 1.75% | 1.63% | 1.43% | 0.70% | 1.22% | 1.77% | 1.43% | 0.37% | 0.00% | 0.00% | 0.00% |
FNCMX Fidelity NASDAQ Composite Index Fund | 0.61% | 0.61% | 0.67% | 0.88% | 0.47% | 0.67% | 0.97% | 0.94% | 0.70% | 0.91% | 0.89% | 0.80% |
Drawdowns
USVM vs. FNCMX - Drawdown Comparison
The maximum USVM drawdown since its inception was -42.37%, smaller than the maximum FNCMX drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for USVM and FNCMX. For additional features, visit the drawdowns tool.
Volatility
USVM vs. FNCMX - Volatility Comparison
The current volatility for VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) is 5.33%, while Fidelity NASDAQ Composite Index Fund (FNCMX) has a volatility of 5.94%. This indicates that USVM experiences smaller price fluctuations and is considered to be less risky than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.