USVM vs. UITB
Compare and contrast key facts about VictoryShares US Small Mid Cap Value Momentum ETF (USVM) and VictoryShares Core Intermediate Bond ETF (UITB).
USVM and UITB 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 Victory Capital that tracks the performance of the Nasdaq Victory US Small Mid Cap Value Momentum Index. It was launched on Oct 24, 2017. UITB is an actively managed fund by Victory Capital. It was launched on Oct 24, 2017.
Performance
USVM vs. UITB - Performance Comparison
Loading graphics...
USVM vs. UITB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UITB VictoryShares Core Intermediate Bond ETF | 0.03% | 7.32% | 1.81% | 6.49% | -12.23% | -0.88% | 7.99% | 11.40% | -1.31% | 0.99% |
Returns By Period
In the year-to-date period, USVM achieves a 4.07% return, which is significantly higher than UITB's 0.03% return.
USVM
- 1D
- 2.36%
- 1M
- -3.92%
- YTD
- 4.07%
- 6M
- 5.65%
- 1Y
- 22.73%
- 3Y*
- 16.19%
- 5Y*
- 8.24%
- 10Y*
- —
UITB
- 1D
- 0.30%
- 1M
- -1.76%
- YTD
- 0.03%
- 6M
- 0.98%
- 1Y
- 4.34%
- 3Y*
- 4.13%
- 5Y*
- 0.74%
- 10Y*
- —
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. UITB - Expense Ratio Comparison
USVM has a 0.29% expense ratio, which is lower than UITB's 0.38% expense ratio.
Return for Risk
USVM vs. UITB — Risk / Return Rank
USVM
UITB
USVM vs. UITB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares US Small Mid Cap Value Momentum ETF (USVM) and VictoryShares Core Intermediate Bond ETF (UITB). 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.
| USVM | UITB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.06 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.53 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.79 | -0.09 |
Martin ratioReturn relative to average drawdown | 7.47 | 5.16 | +2.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| USVM | UITB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.06 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.13 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.47 | -0.03 |
Correlation
The correlation between USVM and UITB is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
USVM vs. UITB - Dividend Comparison
USVM's dividend yield for the trailing twelve months is around 1.91%, less than UITB's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UITB VictoryShares Core Intermediate Bond ETF | 4.10% | 4.04% | 3.89% | 3.14% | 2.32% | 1.95% | 2.79% | 3.01% | 2.99% | 0.50% |
Drawdowns
USVM vs. UITB - Drawdown Comparison
The maximum USVM drawdown since its inception was -42.38%, which is greater than UITB's maximum drawdown of -17.02%. Use the drawdown chart below to compare losses from any high point for USVM and UITB.
Loading graphics...
Drawdown Indicators
| USVM | UITB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.38% | -17.02% | -25.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.58% | -2.56% | -11.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.27% | -17.02% | -8.25% |
Current DrawdownCurrent decline from peak | -5.50% | -1.76% | -3.74% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -4.40% | -3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 0.89% | +2.20% |
Volatility
USVM vs. UITB - Volatility Comparison
VictoryShares US Small Mid Cap Value Momentum ETF (USVM) has a higher volatility of 5.75% compared to VictoryShares Core Intermediate Bond ETF (UITB) at 1.55%. This indicates that USVM's price experiences larger fluctuations and is considered to be riskier than UITB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| USVM | UITB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 1.55% | +4.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 2.44% | +8.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.16% | 4.11% | +16.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.75% | 5.63% | +14.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.14% | 5.00% | +17.14% |