BAFE vs USVM
Comparison between BROWN ADVISORY FLEXIBLE EQUITY ETF (BAFE, ETF) and VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF).
BAFE vs USVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAFE
$1.60B
USVM
$1.60B
Expense Ratio
BAFE
0.54%
Winner
USVM
0.29%
Max Drawdown
Winner
BAFE
18.37%
USVM
44.09%
Sharpe Ratio
BAFE
0.62
Winner
USVM
1.70
5Y Beta
Winner
BAFE
0.95
USVM
0.95
P/E Ratio
BAFE
25.83
Winner
USVM
20.66
Forward P/E
BAFE
21.41
Winner
USVM
12.86
PEG Ratio
BAFE
0.75
USVM
N/A
5Y Dividends CAGR
BAFE
N/A
USVM
21.01%
5Y EPS CAGR
Winner
BAFE
23.23%
USVM
7.56%
Debt to Equity
BAFE
N/A
USVM
25.98%
P/S Ratio
BAFE
2.27
Winner
USVM
1.01
P/B Ratio
BAFE
4.67
Winner
USVM
1.54
BAFE vs USVM - Holdings Comparison
BAFE and USVM have 1 common holdings. Overlap is 0.19%
BAFE's top 25 holdings weight is 76.17%. USVM's top 25 holdings weight is 14.78%.
| Rank | BAFE | USVM |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.78% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.80% |
| #2 | MICROSOFT CORP (MSFT) - 5.86% | TD SYNNEX CORP (SNX) - 0.74% |
| #3 | AMAZON.COM INC (AMZN) - 4.75% | ELLINGTON FINANCIAL INC (EFC) - 0.71% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.18% | AVISTA CORP (AVA) - 0.67% |
| #5 | ALPHABET INC CLASS C (GOOG) - 3.98% | DYNEX CAPITAL INC (DX) - 0.65% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.91% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.64% |
| #7 | VISA INC CLASS A (V) - 3.81% | APPLE HOSPITALITY REIT INC (APLE) - 0.61% |
| #8 | MASTERCARD INC CLASS A (MA) - 3.31% | ONE GAS INC (OGS) - 0.61% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.17% | BLACK HILLS CORP (BKH) - 0.60% |
| #10 | KKR & CO INC ORDINARY SHARES (KKR) - 3.06% | SPIRE INC (SR) - 0.58% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 2.98% | PORTLAND GENERAL ELECTRIC CO (POR) - 0.58% |
| #12 | NVIDIA CORP (NVDA) - 2.86% | AGNC INVESTMENT CORP (AGNC) - 0.58% |
| #13 | UNITED RENTALS INC (URI) - 2.70% | NETSCOUT SYSTEMS INC (NTCT) - 0.57% |
| #14 | MARVELL TECHNOLOGY INC (MRVL) - 2.63% | NETSTREIT CORP ORDINARY SHARES (NTST) - 0.56% |
| #15 | SUNCOR ENERGY INC (SU) - 2.39% | NORTHWEST NATURAL HOLDING CO (NWN) - 0.56% |
| #16 | KLA CORP (KLAC) - 2.38% | FEDERATED HERMES INC CLASS B (FHI) - 0.55% |
| #17 | ANALOG DEVICES INC (ADI) - 2.13% | ORMAT TECHNOLOGIES INC (ORA) - 0.55% |
| #18 | ELEVANCE HEALTH INC (ELV) - 2.02% | OTTER TAIL CORP (OTTR) - 0.54% |
| #19 | EDWARDS LIFESCIENCES CORP (EW) - 1.99% | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 0.53% |
| #20 | CASH (n/a) - 1.99% | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 0.53% |
| #21 | AMER SPORTS INC (AS) - 1.90% | AVNET INC (AVT) - 0.53% |
| #22 | CHARLES SCHWAB CORP (SCHW) - 1.90% | FRANKLIN RESOURCES INC (BEN) - 0.53% |
| #23 | APPLE INC (AAPL) - 1.86% | HIGHWOODS PROPERTIES INC (HIW) - 0.52% |
| #24 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.85% | WAFD INC (WAFD) - 0.52% |
| #25 | BOOKING HOLDINGS INC (BKNG) - 1.78% | MDU RESOURCES GROUP INC (MDU) - 0.52% |
| Total Holdings | 45 | 291 |
BAFE vs USVM - Historical Returns
Returns include dividend reinvestment.
1M
BAFE
+3.10%
Winner
USVM
+6.86%
3M
BAFE
+13.49%
Winner
USVM
+15.36%
6M
BAFE
+7.21%
Winner
USVM
+16.82%
1Y
BAFE
+13.91%
Winner
USVM
+32.63%
5Y(CAGR)
BAFE
N/A
USVM
+10.25%
10Y(CAGR)
BAFE
N/A
USVM
+11.04%
Max(CAGR)
BAFE
+10.28%
Winner
USVM
+11.04%
BAFE vs USVM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BAFE | USVM |
|---|---|---|
| 2026 | +6.53% | +17.55% |
| 2025 | +9.82% | +10.43% |
| 2024 | -0.51% | +17.15% |
| 2023 | N/A | +19.02% |
| 2022 | N/A | -14.21% |
| 2021 | N/A | +25.43% |
| 2020 | N/A | +11.94% |
| 2019 | N/A | +21.72% |
| 2018 | N/A | -10.13% |
| 2017 | N/A | +2.20% |
BAFE vs USVM Drawdown Comparison
The maximum drawdown for BAFE was -18.37%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The current BAFE drawdown is -0.22%. The current USVM drawdown is -0.23%.
| Rank | BAFE | USVM |
|---|---|---|
| #1 | -18.37% Jan 30, 2025 - Jul 3, 2025 | -42.36% Aug 29, 2018 - Nov 16, 2020 |
| #2 | -12.73% Jan 9, 2026 - Apr 27, 2026 | -25.27% Nov 8, 2021 - Feb 12, 2024 |
| #3 | -6.15% Oct 27, 2025 - Dec 11, 2025 | -24.34% Nov 25, 2024 - Sep 11, 2025 |
| #4 | -4.39% Dec 4, 2024 - Jan 23, 2025 | -9.16% Jan 23, 2018 - May 16, 2018 |
| #5 | -3.88% Sep 19, 2025 - Oct 27, 2025 | -8.98% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -3.77% Jul 25, 2025 - Aug 28, 2025 | -8.42% Jul 1, 2021 - Aug 27, 2021 |
| #7 | -3.01% Jun 4, 2026 - Jun 10, 2026 | -8.36% Feb 11, 2026 - Apr 14, 2026 |
| #8 | -2.38% Dec 11, 2025 - Dec 24, 2025 | -7.96% Mar 15, 2021 - May 27, 2021 |
| #9 | -1.72% Jul 3, 2025 - Jul 24, 2025 | -7.47% Feb 12, 2021 - Mar 11, 2021 |
| #10 | -1.69% May 6, 2026 - May 27, 2026 | -7.41% Mar 28, 2024 - May 15, 2024 |
| #11 | -1.11% Aug 28, 2025 - Sep 4, 2025 | -5.81% Sep 2, 2021 - Oct 25, 2021 |
| #12 | -0.99% Dec 26, 2025 - Jan 5, 2026 | -4.96% Oct 3, 2025 - Nov 25, 2025 |
| #13 | -0.62% Jan 6, 2026 - Jan 9, 2026 | -4.87% Jun 8, 2021 - Jul 1, 2021 |
| #14 | -0.56% Apr 27, 2026 - Apr 30, 2026 | -4.57% May 15, 2024 - Jul 12, 2024 |
| #15 | -0.55% Sep 9, 2025 - Sep 11, 2025 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between BAFE and USVM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2017 - 2026)
BAFE vs USVM dividend yield comparison.
| Year | BAFE | USVM |
|---|---|---|
| 2026 | 0.00% | 0.72% |
| 2025 | 0.30% | 1.84% |
| 2024 | 0.06% | 1.75% |
| 2023 | 0.00% | 1.63% |
| 2022 | 0.00% | 1.43% |
| 2021 | 0.00% | 0.70% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.77% |
| 2018 | 0.00% | 1.43% |
| 2017 | 0.00% | 0.65% |
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