USVM vs VXUS

Quick Verdict

VXUS has a lower expense ratio. USVM delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: USVMMore Diversified: VXUS

Side-by-Side Comparison

MetricUSVMVXUSWinner
Expense Ratio0.29%0.05%
AUM$1.8B$156.5B
Dividend Yield1.74%2.60%
Holdings2928,747
YTD Return+21.99%+13.65%
1Y Return+36.14%+28.53%
3Y Return (annualized)+19.31%+18.64%
5Y Return (annualized)+11.33%+9.00%
Volatility (annualized)20.3%15.1%
Max Drawdown-44.1%-39.9%
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryEquityEquity
InceptionOct 24, 2017Jan 26, 2011

USVM vs VXUS Performance

VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is a ETF from Victory Capital Management Inc. and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year USVM returned +36.14% while VXUS returned +28.53%. Year to date, USVM is up 21.99% versus a gain of 13.65% for VXUS.

Over three years, USVM compounded at +19.31% per year against +18.64% for VXUS; over five years the annualized figures are +11.33% and +9.00% respectively. Across the full 9-year window we track, USVM has the edge at +10.66% annualized vs +4.81%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

USVM charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, USVM currently yields 1.74% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

USVM and VXUS share 2 holdings out of 8143 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in USVMWeight in VXUSDifference
ESE0.40%0.00%0.40%
SIG:LN0.28%0.02%0.26%

Frequently Asked Questions

Which is cheaper, USVM or VXUS?

USVM has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, USVM or VXUS?

Over the past year USVM returned +36.14% vs +28.53% for VXUS, so USVM leads on 1-year performance. Over the longest common window we track (9 years), USVM annualized +10.66% vs +4.81% for VXUS. Past performance does not guarantee future results.

Which is riskier, USVM or VXUS?

USVM has been the more volatile fund at 20.3% annualized versus 15.1% for VXUS. Worst drawdown: USVM -44.1% vs VXUS -39.9%.

Should I hold both USVM and VXUS?

USVM and VXUS have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between USVM and VXUS?

USVM and VXUS share 2 common holdings with a 0.0% weight overlap. Combined, they hold 8143 unique securities.

Which pays a higher dividend, USVM or VXUS?

USVM yields 1.74% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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