USVM vs. VGIAX
Compare and contrast key facts about VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) and Vanguard Growth and Income Fund Admiral Shares (VGIAX).
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. VGIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USVM or VGIAX.
Correlation
The correlation between USVM and VGIAX 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.
Performance
USVM vs. VGIAX - Performance Comparison
Key characteristics
USVM:
1.10
VGIAX:
1.79
USVM:
1.61
VGIAX:
2.39
USVM:
1.20
VGIAX:
1.33
USVM:
2.10
VGIAX:
1.14
USVM:
5.63
VGIAX:
10.81
USVM:
3.52%
VGIAX:
2.26%
USVM:
18.01%
VGIAX:
13.65%
USVM:
-42.37%
VGIAX:
-61.59%
USVM:
-7.49%
VGIAX:
-4.28%
Returns By Period
In the year-to-date period, USVM achieves a 0.86% return, which is significantly higher than VGIAX's -0.57% return.
USVM
0.86%
-3.84%
2.74%
19.96%
10.57%
N/A
VGIAX
-0.57%
-3.66%
3.36%
24.33%
6.53%
6.91%
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USVM vs. VGIAX - Expense Ratio Comparison
USVM has a 0.24% expense ratio, which is higher than VGIAX's 0.22% 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. VGIAX — Risk-Adjusted Performance Rank
USVM
VGIAX
USVM vs. VGIAX - 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 Vanguard Growth and Income Fund Admiral Shares (VGIAX). 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. VGIAX - Dividend Comparison
USVM's dividend yield for the trailing twelve months is around 1.69%, more than VGIAX's 1.07% 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% |
VGIAX Vanguard Growth and Income Fund Admiral Shares | 1.07% | 1.07% | 1.29% | 1.76% | 1.26% | 1.45% | 1.67% | 1.91% | 1.59% | 2.19% | 1.99% | 1.77% |
Drawdowns
USVM vs. VGIAX - Drawdown Comparison
The maximum USVM drawdown since its inception was -42.37%, smaller than the maximum VGIAX drawdown of -61.59%. Use the drawdown chart below to compare losses from any high point for USVM and VGIAX. For additional features, visit the drawdowns tool.
Volatility
USVM vs. VGIAX - Volatility Comparison
VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) has a higher volatility of 5.33% compared to Vanguard Growth and Income Fund Admiral Shares (VGIAX) at 5.05%. This indicates that USVM's price experiences larger fluctuations and is considered to be riskier than VGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.