USVM vs VYM
USVM vs VYM
VictoryShares US Small Mid Cap Value Momentum ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. USVM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | USVM | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.04% | |
| AUM | $1.8B | $79.0B | |
| Dividend Yield | 1.74% | 2.86% | |
| Holdings | 292 | 568 | |
| YTD Return | +21.99% | +15.45% | |
| 1Y Return | +36.14% | +26.05% | |
| 3Y Return (annualized) | +19.31% | +17.96% | |
| 5Y Return (annualized) | +11.33% | +12.54% | |
| Volatility (annualized) | 20.3% | 14.6% | |
| Max Drawdown | -44.1% | -58.8% | |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2017 | Nov 10, 2006 |
USVM vs VYM Performance
VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is a ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year USVM returned +36.14% while VYM returned +26.05%. Year to date, USVM is up 21.99% versus a gain of 15.45% for VYM.
Over three years, USVM compounded at +19.31% per year against +17.96% for VYM; over five years the annualized figures are +11.33% and +12.54% respectively. Across the full 9-year window we track, USVM has the edge at +10.66% annualized vs +7.06%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
USVM charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, USVM currently yields 1.74% against 2.86% for VYM.
Holdings Overlap
USVM and VYM share 96 holdings out of 747 unique holdings combined, representing a 2.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in USVM | Weight in VYM | Difference |
|---|---|---|---|
| PNW | 0.80% | 0.05% | 0.75% |
| NJR | 0.75% | 0.02% | 0.73% |
| OGS | 0.75% | 0.02% | 0.73% |
| SWX | Pro | Pro | Pro |
| POR | Pro | Pro | Pro |
| AXS | Pro | Pro | Pro |
| AVA | Pro | Pro | Pro |
| SR | Pro | Pro | Pro |
| GEF | Pro | Pro | Pro |
| EG | Pro | Pro | Pro |
See all 10 holdings USVM shares with VYM 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 VYM?
USVM has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, USVM or VYM?
Over the past year USVM returned +36.14% vs +26.05% for VYM, so USVM leads on 1-year performance. Over the longest common window we track (9 years), USVM annualized +10.66% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, USVM or VYM?
USVM has been the more volatile fund at 20.3% annualized versus 14.6% for VYM. Worst drawdown: USVM -44.1% vs VYM -58.8%.
Should I hold both USVM and VYM?
USVM and VYM have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between USVM and VYM?
USVM and VYM share 96 common holdings with a 2.3% weight overlap. Combined, they hold 747 unique securities.
Which pays a higher dividend, USVM or VYM?
USVM yields 1.74% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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