CGMM vs USTB

Comparison between CAPITAL GROUP U.S. SMALL AND MID CAP ETF SHARE CLASS (CGMM, ETF) and VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF VICTORYSHARES SHORT-TERM BOND ETF (USTB, ETF).

CGMM vs USTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGMM(ETF)	USTB(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.51%	0.34%
Max Drawdown	21.04%	7.56%
Sharpe Ratio	1.46	0.98
5Y Beta	1.02	0.01
P/E Ratio	29.26	N/A
Forward P/E	17.81	N/A
5Y Dividends CAGR	N/A	15.32%
5Y EPS CAGR	13.34%	N/A
Debt to Equity	106.88%	N/A
P/S Ratio	1.52	N/A
P/B Ratio	3.15	N/A

Net Assets

CGMM

$2B

USTB

$2B

Expense Ratio

CGMM

0.51%

Winner

USTB

0.34%

Max Drawdown

CGMM

21.04%

Winner

USTB

7.56%

Sharpe Ratio

Winner

CGMM

1.46

USTB

0.98

5Y Beta

CGMM

1.02

Winner

USTB

0.01

P/E Ratio

CGMM

29.26

USTB

N/A

Forward P/E

CGMM

17.81

USTB

N/A

5Y Dividends CAGR

CGMM

N/A

USTB

15.32%

5Y EPS CAGR

CGMM

13.34%

USTB

N/A

Debt to Equity

CGMM

106.88%

USTB

N/A

P/S Ratio

CGMM

1.52

USTB

N/A

P/B Ratio

CGMM

3.15

USTB

N/A

CGMM vs USTB - Historical Returns

Returns include dividend reinvestment.

Period	CGMM	USTB
1 month	+2.58%	+0.50%
3 months	+0.87%	+0.54%
6 months	+11.99%	+1.81%
1 year	+28.25%	+5.06%
5 years(CAGR)	N/A	+3.50%
10 years(CAGR)	N/A	+3.47%
Max(CAGR)	+16.15%	+3.47%

Winner

CGMM

+2.58%

USTB

+0.50%

Winner

CGMM

+0.87%

USTB

+0.54%

Winner

CGMM

+11.99%

USTB

+1.81%

Winner

CGMM

+28.25%

USTB

+5.06%

5Y(CAGR)

CGMM

N/A

USTB

+3.50%

10Y(CAGR)

CGMM

N/A

USTB

+3.47%

Max(CAGR)

Winner

CGMM

+16.15%

USTB

+3.47%

CGMM vs USTB - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CGMM	USTB
2026	+7.67%	+1.07%
2025	+11.46%	+6.13%
2024	N/A	+6.81%
2023	N/A	+6.57%
2022	N/A	-2.72%
2021	N/A	+0.89%
2020	N/A	+5.00%
2019	N/A	+4.99%
2018	N/A	+1.12%
2017	N/A	+0.35%

CGMM vs USTB Drawdown Comparison

The maximum drawdown for CGMM was -21.04%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The maximum drawdown for USTB was -5.32%, occurring on Mar 24, 2020. Recovery took 65 trading sessions.

The current CGMM drawdown is -1.81%.

Rank	CGMM	USTB
#1	-21.04% Jan 21, 2025 - Jun 26, 2025	-5.32% Mar 4, 2020 - Jun 5, 2020
#2	-10.09% Feb 26, 2026 - Apr 17, 2026	-4.96% Sep 9, 2021 - Jul 13, 2023
#3	-6.81% Sep 11, 2025 - Dec 4, 2025	-1.02% Aug 30, 2023 - Nov 3, 2023
#4	-3.78% Jul 25, 2025 - Aug 13, 2025	-0.84% Feb 27, 2026 - May 1, 2026
#5	-3.15% Apr 20, 2026 - Apr 28, 2026	-0.81% Dec 29, 2017 - Aug 6, 2018
#6	-3.01% Jan 22, 2026 - Feb 6, 2026	-0.68% Sep 27, 2024 - Dec 3, 2024
#7	-2.93% Dec 11, 2025 - Jan 5, 2026	-0.67% Jul 13, 2023 - Aug 4, 2023
#8	-2.17% Jul 10, 2025 - Jul 17, 2025	-0.65% Apr 3, 2025 - Apr 28, 2025
#9	-1.99% Aug 13, 2025 - Aug 22, 2025	-0.62% Sep 4, 2019 - Oct 2, 2019
#10	-1.75% Feb 20, 2026 - Feb 25, 2026	-0.48% Apr 4, 2024 - May 2, 2024
#11	-1.73% Feb 9, 2026 - Feb 18, 2026	-0.46% Jan 31, 2024 - Mar 1, 2024
#12	-1.59% Jan 15, 2026 - Jan 22, 2026	-0.43% Aug 8, 2023 - Aug 25, 2023
#13	-1.09% Jul 17, 2025 - Jul 23, 2025	-0.40% Sep 21, 2018 - Nov 16, 2018
#14	-1.02% Aug 28, 2025 - Sep 4, 2025	-0.40% Oct 4, 2019 - Nov 22, 2019
#15	-0.98% Jul 3, 2025 - Jul 10, 2025	-0.38% Aug 2, 2024 - Aug 21, 2024