USVM vs. ZPRV.DE
Compare and contrast key facts about VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE).
USVM and ZPRV.DE 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. ZPRV.DE is a passively managed fund by State Street that tracks the performance of the MSCI USA Small Cap Value Weighted Index. It was launched on Feb 18, 2015. Both USVM and ZPRV.DE 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 ZPRV.DE.
Correlation
The correlation between USVM and ZPRV.DE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
USVM vs. ZPRV.DE - Performance Comparison
Key characteristics
USVM:
1.10
ZPRV.DE:
1.12
USVM:
1.61
ZPRV.DE:
1.75
USVM:
1.20
ZPRV.DE:
1.22
USVM:
2.10
ZPRV.DE:
2.06
USVM:
5.63
ZPRV.DE:
5.25
USVM:
3.52%
ZPRV.DE:
4.06%
USVM:
18.01%
ZPRV.DE:
18.94%
USVM:
-42.37%
ZPRV.DE:
-46.04%
USVM:
-7.49%
ZPRV.DE:
-7.64%
Returns By Period
In the year-to-date period, USVM achieves a 0.86% return, which is significantly lower than ZPRV.DE's 1.99% return.
USVM
0.86%
-3.84%
2.74%
19.96%
10.57%
N/A
ZPRV.DE
1.99%
-3.19%
9.13%
21.11%
13.41%
N/A
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USVM vs. ZPRV.DE - Expense Ratio Comparison
USVM has a 0.24% expense ratio, which is lower than ZPRV.DE's 0.30% expense ratio.
Risk-Adjusted Performance
USVM vs. ZPRV.DE — Risk-Adjusted Performance Rank
USVM
ZPRV.DE
USVM vs. ZPRV.DE - 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 MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE). 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. ZPRV.DE - Dividend Comparison
USVM's dividend yield for the trailing twelve months is around 1.69%, while ZPRV.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USVM vs. ZPRV.DE - Drawdown Comparison
The maximum USVM drawdown since its inception was -42.37%, smaller than the maximum ZPRV.DE drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for USVM and ZPRV.DE. For additional features, visit the drawdowns tool.
Volatility
USVM vs. ZPRV.DE - Volatility Comparison
The current volatility for VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) is 5.29%, while SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) has a volatility of 5.82%. This indicates that USVM experiences smaller price fluctuations and is considered to be less risky than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.