Correlation
The correlation between USVM and SPYV is 0.81, 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.
USVM vs. SPYV
Compare and contrast key facts about VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) and SPDR Portfolio S&P 500 Value ETF (SPYV).
USVM and SPYV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SPYV is a passively managed fund by State Street that tracks the performance of the S&P 500 Value. It was launched on Sep 25, 2000. Both USVM and SPYV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USVM or SPYV.
Performance
USVM vs. SPYV - Performance Comparison
Loading data...
Key characteristics
USVM:
0.19
SPYV:
0.27
USVM:
0.30
SPYV:
0.33
USVM:
1.04
SPYV:
1.05
USVM:
0.09
SPYV:
0.14
USVM:
0.26
SPYV:
0.47
USVM:
8.36%
SPYV:
5.27%
USVM:
22.66%
SPYV:
16.13%
USVM:
-42.37%
SPYV:
-58.45%
USVM:
-12.61%
SPYV:
-8.56%
Returns By Period
In the year-to-date period, USVM achieves a -4.73% return, which is significantly lower than SPYV's -1.84% return.
USVM
-4.73%
4.80%
-11.69%
2.95%
10.11%
14.91%
N/A
SPYV
-1.84%
2.50%
-7.56%
3.85%
10.83%
14.58%
9.60%
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. SPYV - Expense Ratio Comparison
USVM has a 0.24% expense ratio, which is higher than SPYV's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
USVM vs. SPYV — Risk-Adjusted Performance Rank
USVM
SPYV
USVM vs. SPYV - 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 SPDR Portfolio S&P 500 Value ETF (SPYV). 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.
Loading data...
Dividends
USVM vs. SPYV - Dividend Comparison
USVM's dividend yield for the trailing twelve months is around 1.94%, less than SPYV's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.94% | 1.75% | 1.63% | 1.43% | 0.70% | 1.21% | 1.77% | 1.43% | 0.37% | 0.00% | 0.00% | 0.00% |
SPYV SPDR Portfolio S&P 500 Value ETF | 2.19% | 2.29% | 1.75% | 2.23% | 2.10% | 2.38% | 2.25% | 2.97% | 2.77% | 2.39% | 2.53% | 2.19% |
Drawdowns
USVM vs. SPYV - Drawdown Comparison
The maximum USVM drawdown since its inception was -42.37%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for USVM and SPYV.
Loading data...
Volatility
USVM vs. SPYV - Volatility Comparison
VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) has a higher volatility of 5.31% compared to SPDR Portfolio S&P 500 Value ETF (SPYV) at 4.00%. This indicates that USVM's price experiences larger fluctuations and is considered to be riskier than SPYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...