BTT vs USVM

Comparison between BlackRock Municipal 2030 Target Term Trust (BTT, ETF) and VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF).

5-Year PerformanceUSVM has outperformed BTT, delivering a return of +10.1% compared to +0.2%

BTT vs USVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTT(ETF)	USVM(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	N/A	0.29%
Max Drawdown	34.96%	44.09%
Sharpe Ratio	0.72	1.70
5Y Beta	0.11	0.95
P/E Ratio	N/A	20.66
Forward P/E	N/A	12.86
5Y Dividends CAGR	-4.23%	21.01%
5Y EPS CAGR	N/A	7.56%
Debt to Equity	N/A	25.98%
P/S Ratio	N/A	1.01
P/B Ratio	N/A	1.54

Net Assets

BTT

$1.60B

USVM

$1.60B

Expense Ratio

BTT

N/A

USVM

0.29%

Max Drawdown

Winner

BTT

34.96%

USVM

44.09%

Sharpe Ratio

BTT

0.72

Winner

USVM

1.70

5Y Beta

Winner

BTT

0.11

USVM

0.95

P/E Ratio

BTT

N/A

USVM

20.66

Forward P/E

BTT

N/A

USVM

12.86

5Y Dividends CAGR

BTT

-4.23%

Winner

USVM

21.01%

5Y EPS CAGR

BTT

N/A

USVM

7.56%

Debt to Equity

BTT

N/A

USVM

25.98%

P/S Ratio

BTT

N/A

USVM

1.01

P/B Ratio

BTT

N/A

USVM

1.54

BTT vs USVM - Historical Returns

Returns include dividend reinvestment.

Period	BTT	USVM
1 month	-0.06%	+5.66%
3 months	+0.75%	+16.14%
6 months	+2.41%	+16.82%
1 year	+7.87%	+32.67%
5 years(CAGR)	+0.24%	+10.12%
10 years(CAGR)	+2.69%	+11.08%
Max(CAGR)	+3.01%	+11.08%

BTT

-0.06%

Winner

USVM

+5.66%

BTT

+0.75%

Winner

USVM

+16.14%

BTT

+2.41%

Winner

USVM

+16.82%

BTT

+7.87%

Winner

USVM

+32.67%

5Y(CAGR)

BTT

+0.24%

Winner

USVM

+10.12%

10Y(CAGR)

BTT

+2.69%

Winner

USVM

+11.08%

Max(CAGR)

BTT

+3.01%

Winner

USVM

+11.08%

BTT vs USVM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BTT	USVM
2026	+0.58%	+17.82%
2025	+13.48%	+10.43%
2024	+1.60%	+17.15%
2023	-0.64%	+19.02%
2022	-15.31%	-14.21%
2021	+4.39%	+25.43%
2020	+9.04%	+11.94%
2019	+20.16%	+21.72%
2018	-4.76%	-10.13%
2017	+5.26%	+2.20%
2016	+4.31%	N/A
2015	+11.88%	N/A
2014	+21.58%	N/A
2013	-23.79%	N/A
2012	-5.83%	N/A

BTT vs USVM Drawdown Comparison

The maximum drawdown for BTT was -30.69%, occurring on Dec 5, 2013. Recovery took 808 trading sessions.

The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.

The current BTT drawdown is -1.76%.

Rank	BTT	USVM
#1	-30.69% Oct 5, 2012 - Dec 23, 2015	-42.36% Aug 29, 2018 - Nov 16, 2020
#2	-23.35% Aug 18, 2021 - Oct 25, 2023	-25.27% Nov 8, 2021 - Feb 12, 2024
#3	-20.99% Mar 5, 2020 - Jul 28, 2020	-24.34% Nov 25, 2024 - Sep 11, 2025
#4	-12.25% Sep 6, 2016 - Jun 26, 2017	-9.16% Jan 23, 2018 - May 16, 2018
#5	-10.79% Jun 26, 2017 - Mar 7, 2019	-8.98% Jul 31, 2024 - Sep 19, 2024
#6	-3.73% Feb 5, 2021 - Apr 15, 2021	-8.42% Jul 1, 2021 - Aug 27, 2021
#7	-2.95% Jul 8, 2016 - Aug 12, 2016	-8.36% Feb 11, 2026 - Apr 14, 2026
#8	-2.74% Aug 13, 2020 - Sep 15, 2020	-7.96% Mar 15, 2021 - May 27, 2021
#9	-2.73% Nov 6, 2019 - Dec 3, 2019	-7.47% Feb 12, 2021 - Mar 11, 2021
#10	-2.70% May 13, 2016 - Jun 6, 2016	-7.41% Mar 28, 2024 - May 15, 2024
#11	-2.69% Sep 4, 2019 - Oct 8, 2019	-5.81% Sep 2, 2021 - Oct 25, 2021
#12	-2.06% Mar 11, 2019 - Mar 22, 2019	-4.96% Oct 3, 2025 - Nov 25, 2025
#13	-1.83% May 3, 2021 - Jun 1, 2021	-4.87% Jun 8, 2021 - Jul 1, 2021
#14	-1.69% Oct 9, 2019 - Nov 6, 2019	-4.57% May 15, 2024 - Jul 12, 2024
#15	-1.64% Aug 12, 2016 - Sep 6, 2016	-4.56% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between BTT and USVM is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2012 - 2026)

BTT vs USVM dividend yield comparison.

Year	BTT	USVM
2026	1.02%	0.72%
2025	2.44%	1.84%
2024	2.70%	1.75%
2023	3.11%	1.63%
2022	3.50%	1.43%
2021	2.89%	0.70%
2020	2.92%	1.21%
2019	3.10%	1.77%
2018	3.93%	1.43%
2017	4.08%	0.65%
2016	4.40%	0.00%
2015	4.46%	0.00%
2014	5.19%	0.00%
2013	6.73%	0.00%
2012	1.27%	0.00%