USVM vs VOO
USVM vs VOO
VictoryShares US Small Mid Cap Value Momentum ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. USVM delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | USVM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $1.8B | $979.0B | |
| Dividend Yield | 1.74% | 1.09% | |
| Holdings | 292 | 509 | |
| YTD Return | +21.04% | +13.11% | |
| 1Y Return | +35.26% | +22.88% | |
| 3Y Return (annualized) | +18.98% | +21.08% | |
| 5Y Return (annualized) | +10.99% | +13.26% | |
| Volatility (annualized) | 20.3% | 14.1% | |
| Max Drawdown | -44.1% | -34.3% | |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2017 | Sep 7, 2010 |
USVM vs VOO Performance
VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is a ETF from Victory Capital Management Inc. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year USVM returned +35.26% while VOO returned +22.88%. Year to date, USVM is up 21.04% versus a gain of 13.11% for VOO.
Over three years, USVM compounded at +18.98% per year against +21.08% for VOO; over five years the annualized figures are +10.99% and +13.26% respectively. Across the full 9-year window we track, VOO has the edge at +13.54% annualized vs +10.56%. 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 14.1% for VOO. 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 -44.1% for USVM and -34.3% for VOO. 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
USVM charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, USVM currently yields 1.74% against 1.09% for VOO.
Holdings Overlap
USVM and VOO share 13 holdings out of 778 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in USVM | Weight in VOO | Difference |
|---|---|---|---|
| PNW | 0.80% | 0.02% | 0.78% |
| EG | 0.59% | 0.02% | 0.57% |
| HST | 0.54% | 0.02% | 0.52% |
| HSIC | Pro | Pro | Pro |
| BEN | Pro | Pro | Pro |
| SOLV | Pro | Pro | Pro |
| TAP | Pro | Pro | Pro |
| VTRS | Pro | Pro | Pro |
| UHS | Pro | Pro | Pro |
| IVZ | Pro | Pro | Pro |
See all 10 holdings USVM shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, USVM or VOO?
USVM has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, USVM or VOO?
Over the past year USVM returned +35.26% vs +22.88% for VOO, so USVM leads on 1-year performance. Over the longest common window we track (9 years), USVM annualized +10.56% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, USVM or VOO?
USVM has been the more volatile fund at 20.3% annualized versus 14.1% for VOO. Worst drawdown: USVM -44.1% vs VOO -34.3%.
Should I hold both USVM and VOO?
USVM and VOO 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 USVM and VOO?
USVM and VOO share 13 common holdings with a 0.2% weight overlap. Combined, they hold 778 unique securities.
Which pays a higher dividend, USVM or VOO?
USVM yields 1.74% while VOO yields 1.09%, so USVM currently pays the higher dividend yield.
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