USVM vs. VBR
Compare and contrast key facts about VictoryShares US Small Mid Cap Value Momentum ETF (USVM) and Vanguard Small-Cap Value ETF (VBR).
USVM and VBR 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. VBR is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on Jan 26, 2004. Both USVM and VBR 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
USVM vs. VBR - Performance Comparison
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USVM vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USVM VictoryShares US Small Mid Cap Value Momentum ETF | 4.61% | 10.56% | 16.59% | 18.90% | -13.23% | 24.44% | 11.56% | 21.65% | -9.39% | 2.21% |
VBR Vanguard Small-Cap Value ETF | 3.59% | 9.09% | 12.40% | 16.00% | -9.38% | 28.08% | 5.90% | 22.78% | -12.28% | 3.66% |
Returns By Period
In the year-to-date period, USVM achieves a 4.61% return, which is significantly higher than VBR's 3.59% return.
USVM
- 1D
- 0.52%
- 1M
- -3.79%
- YTD
- 4.61%
- 6M
- 5.97%
- 1Y
- 22.96%
- 3Y*
- 16.39%
- 5Y*
- 8.35%
- 10Y*
- —
VBR
- 1D
- 0.41%
- 1M
- -4.79%
- YTD
- 3.59%
- 6M
- 5.25%
- 1Y
- 19.13%
- 3Y*
- 13.58%
- 5Y*
- 7.64%
- 10Y*
- 10.14%
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USVM vs. VBR - Expense Ratio Comparison
USVM has a 0.29% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
USVM vs. VBR — Risk / Return Rank
USVM
VBR
USVM vs. VBR - 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 Vanguard Small-Cap Value ETF (VBR). 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 | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.93 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.43 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.37 | +0.35 |
Martin ratioReturn relative to average drawdown | 7.53 | 5.62 | +1.91 |
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
| USVM | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.93 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.39 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.40 | +0.04 |
Correlation
The correlation between USVM and VBR is 0.95, 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
USVM vs. VBR - Dividend Comparison
USVM's dividend yield for the trailing twelve months is around 1.90%, which matches VBR's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USVM VictoryShares US Small Mid Cap Value Momentum ETF | 1.90% | 1.84% | 1.75% | 1.63% | 1.43% | 0.70% | 1.21% | 1.77% | 1.43% | 0.65% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 1.90% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
USVM vs. VBR - Drawdown Comparison
The maximum USVM drawdown since its inception was -42.38%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for USVM and VBR.
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Drawdown Indicators
| USVM | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.38% | -61.98% | +19.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.58% | -14.18% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.27% | -24.19% | -1.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.28% | — |
Current DrawdownCurrent decline from peak | -5.01% | -5.75% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -8.32% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 3.46% | -0.36% |
Volatility
USVM vs. VBR - Volatility Comparison
VictoryShares US Small Mid Cap Value Momentum ETF (USVM) and Vanguard Small-Cap Value ETF (VBR) have volatilities of 5.65% and 5.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USVM | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 5.40% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.02% | 11.29% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.16% | 20.64% | -0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.75% | 19.85% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 21.73% | +0.40% |