SPY vs USVM

Quick Verdict

SPY has a lower expense ratio. USVM delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: USVMMore Diversified: SPY

Side-by-Side Comparison

MetricSPYUSVMWinner
Expense Ratio0.09%0.29%
AUM$789.1B$1.8B
Dividend Yield1.01%1.74%
Holdings505292
YTD Return+13.28%+21.99%
1Y Return+23.94%+36.14%
3Y Return (annualized)+21.07%+19.31%
5Y Return (annualized)+13.27%+11.33%
Volatility (annualized)15.3%20.3%
Max Drawdown-56.5%-44.1%
Fund FamilyState Street Investment ManagementVictory Capital Management Inc.
CategoryEquityEquity
InceptionJan 22, 1993Oct 24, 2017

SPY vs USVM Performance

State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management and VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is a ETF from Victory Capital Management Inc.. Over the past year SPY returned +23.94% while USVM returned +36.14%. Year to date, SPY is up 13.28% versus a gain of 21.99% for USVM.

Over three years, SPY compounded at +21.07% per year against +19.31% for USVM; over five years the annualized figures are +13.27% and +11.33% respectively. Across the full 9-year window we track, USVM has the edge at +10.66% annualized vs +8.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

USVM has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -56.5% for SPY and -44.1% for USVM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPY charges 0.09% per year while USVM charges 0.29%. On a $10,000 position that is $9 vs $29 annually, a gap of $20 per year that compounds over a long holding period. On income, SPY currently yields 1.01% against 1.74% for USVM.

Holdings Overlap

0.2%overlap

SPY and USVM share 13 holdings out of 775 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYWeight in USVMDifference
PNW0.02%0.80%0.78%
EG0.02%0.59%0.57%
HST0.02%0.54%0.52%
HSICProProPro
SOLVProProPro
BENProProPro
TAPProProPro
VTRSProProPro
UHSProProPro
IVZProProPro
See all 10 holdings SPY shares with USVM
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, SPY or USVM?

SPY has an expense ratio of 0.09% while USVM charges 0.29%. SPY is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, SPY or USVM?

Over the past year SPY returned +23.94% vs +36.14% for USVM, so USVM leads on 1-year performance. Over the longest common window we track (9 years), SPY annualized +8.84% vs +10.66% for USVM. Past performance does not guarantee future results.

Which is riskier, SPY or USVM?

USVM has been the more volatile fund at 20.3% annualized versus 15.3% for SPY. Worst drawdown: SPY -56.5% vs USVM -44.1%.

Should I hold both SPY and USVM?

SPY and USVM have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPY and USVM?

SPY and USVM share 13 common holdings with a 0.2% weight overlap. Combined, they hold 775 unique securities.

Which pays a higher dividend, SPY or USVM?

SPY yields 1.01% while USVM yields 1.74%, so USVM currently pays the higher dividend yield.

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