DTD vs USVM
Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF).
5-Year PerformanceDTD has outperformed USVM, delivering a return of +12.1% compared to +10.2%
DTD vs USVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DTD
$1.60B
USVM
$1.60B
Expense Ratio
Winner
DTD
0.28%
USVM
0.29%
Max Drawdown
DTD
60.19%
Winner
USVM
44.09%
Sharpe Ratio
Winner
DTD
1.79
USVM
1.70
5Y Beta
Winner
DTD
0.67
USVM
0.95
P/E Ratio
DTD
22.03
Winner
USVM
20.66
Forward P/E
DTD
17.32
Winner
USVM
12.86
5Y Dividends CAGR
DTD
5.15%
Winner
USVM
21.01%
5Y EPS CAGR
Winner
DTD
16.94%
USVM
7.56%
Debt to Equity
DTD
N/A
USVM
25.98%
P/S Ratio
DTD
2.49
Winner
USVM
1.01
P/B Ratio
DTD
3.59
Winner
USVM
1.54
DTD vs USVM - Holdings Comparison
DTD and USVM have 105 common holdings. Overlap is 2.69%
DTD's top 25 holdings weight is 39.41%. USVM's top 25 holdings weight is 14.78%.
| Rank | DTD | USVM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.76% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.80% |
| #2 | APPLE INC (AAPL) - 3.00% | TD SYNNEX CORP (SNX) - 0.74% |
| #3 | MICROSOFT CORP (MSFT) - 2.91% | ELLINGTON FINANCIAL INC (EFC) - 0.71% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.78% | AVISTA CORP (AVA) - 0.67% |
| #5 | BROADCOM INC (AVGO) - 2.46% | DYNEX CAPITAL INC (DX) - 0.65% |
| #6 | EXXON MOBIL CORP (XOM) - 2.00% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.64% |
| #7 | CHEVRON CORP (CVX) - 1.69% | APPLE HOSPITALITY REIT INC (APLE) - 0.61% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.59% | ONE GAS INC (OGS) - 0.61% |
| #9 | MORGAN STANLEY (MS) - 1.37% | BLACK HILLS CORP (BKH) - 0.60% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.35% | SPIRE INC (SR) - 0.58% |
| #11 | ABBVIE INC (ABBV) - 1.33% | PORTLAND GENERAL ELECTRIC CO (POR) - 0.58% |
| #12 | ALPHABET INC CLASS C (GOOG) - 1.25% | AGNC INVESTMENT CORP (AGNC) - 0.58% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.24% | NETSCOUT SYSTEMS INC (NTCT) - 0.57% |
| #14 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.22% | NETSTREIT CORP ORDINARY SHARES (NTST) - 0.56% |
| #15 | COCA-COLA CO (KO) - 1.13% | NORTHWEST NATURAL HOLDING CO (NWN) - 0.56% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.11% | FEDERATED HERMES INC CLASS B (FHI) - 0.55% |
| #17 | MERCK & CO INC (MRK) - 1.11% | ORMAT TECHNOLOGIES INC (ORA) - 0.55% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 1.09% | OTTER TAIL CORP (OTTR) - 0.54% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.06% | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 0.53% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 1.04% | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 0.53% |
| #21 | ELI LILLY AND CO (LLY) - 1.02% | AVNET INC (AVT) - 0.53% |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.02% | FRANKLIN RESOURCES INC (BEN) - 0.53% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 1.01% | HIGHWOODS PROPERTIES INC (HIW) - 0.52% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.94% | WAFD INC (WAFD) - 0.52% |
| #25 | THE HOME DEPOT INC (HD) - 0.93% | MDU RESOURCES GROUP INC (MDU) - 0.52% |
| Total Holdings | 734 | 291 |
DTD vs USVM - Historical Returns
Returns include dividend reinvestment.
1M
DTD
+2.97%
Winner
USVM
+6.86%
3M
DTD
+8.11%
Winner
USVM
+15.36%
6M
DTD
+10.90%
Winner
USVM
+16.82%
1Y
DTD
+22.71%
Winner
USVM
+32.63%
5Y(CAGR)
Winner
DTD
+12.10%
USVM
+10.25%
10Y(CAGR)
Winner
DTD
+12.37%
USVM
+11.04%
Max(CAGR)
DTD
+9.71%
Winner
USVM
+11.04%
DTD vs USVM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DTD | USVM |
|---|---|---|
| 2026 | +10.64% | +17.55% |
| 2025 | +14.42% | +10.43% |
| 2024 | +18.30% | +17.15% |
| 2023 | +11.07% | +19.02% |
| 2022 | -4.21% | -14.21% |
| 2021 | +27.75% | +25.43% |
| 2020 | +2.16% | +11.94% |
| 2019 | +28.19% | +21.72% |
| 2018 | -6.73% | -10.13% |
| 2017 | +16.55% | +2.20% |
| 2016 | +18.19% | N/A |
| 2015 | -1.38% | N/A |
| 2014 | +15.16% | N/A |
| 2013 | +24.96% | N/A |
| 2012 | +11.95% | N/A |
| 2011 | +7.63% | N/A |
| 2010 | +14.84% | N/A |
| 2009 | +16.64% | N/A |
| 2008 | -33.95% | N/A |
| 2007 | +1.13% | N/A |
| 2006 | +15.50% | N/A |
DTD vs USVM Drawdown Comparison
The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.
The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The current USVM drawdown is -0.23%.
| Rank | DTD | USVM |
|---|---|---|
| #1 | -58.17% Oct 9, 2007 - Jul 27, 2012 | -42.36% Aug 29, 2018 - Nov 16, 2020 |
| #2 | -37.28% Feb 12, 2020 - Dec 17, 2020 | -25.27% Nov 8, 2021 - Feb 12, 2024 |
| #3 | -17.57% Sep 21, 2018 - Apr 4, 2019 | -24.34% Nov 25, 2024 - Sep 11, 2025 |
| #4 | -16.15% Apr 20, 2022 - Jul 19, 2023 | -9.16% Jan 23, 2018 - May 16, 2018 |
| #5 | -14.41% Nov 29, 2024 - Jun 30, 2025 | -8.98% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -12.64% May 18, 2015 - Mar 29, 2016 | -8.42% Jul 1, 2021 - Aug 27, 2021 |
| #7 | -10.39% Jan 26, 2018 - Aug 27, 2018 | -8.36% Feb 11, 2026 - Apr 14, 2026 |
| #8 | -9.84% Jul 26, 2023 - Dec 13, 2023 | -7.96% Mar 15, 2021 - May 27, 2021 |
| #9 | -9.31% Jul 13, 2007 - Oct 5, 2007 | -7.47% Feb 12, 2021 - Mar 11, 2021 |
| #10 | -7.09% Oct 18, 2012 - Jan 2, 2013 | -7.41% Mar 28, 2024 - May 15, 2024 |
| #11 | -6.35% May 3, 2019 - Jun 20, 2019 | -5.81% Sep 2, 2021 - Oct 25, 2021 |
| #12 | -6.31% Jan 4, 2022 - Mar 29, 2022 | -4.96% Oct 3, 2025 - Nov 25, 2025 |
| #13 | -6.30% Sep 19, 2014 - Oct 31, 2014 | -4.87% Jun 8, 2021 - Jul 1, 2021 |
| #14 | -6.30% Feb 11, 2026 - Apr 17, 2026 | -4.57% May 15, 2024 - Jul 12, 2024 |
| #15 | -5.97% May 21, 2013 - Jul 11, 2013 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between DTD and USVM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
DTD vs USVM dividend yield comparison.
| Year | DTD | USVM |
|---|---|---|
| 2026 | 0.66% | 0.72% |
| 2025 | 1.99% | 1.84% |
| 2024 | 2.07% | 1.75% |
| 2023 | 2.43% | 1.63% |
| 2022 | 2.62% | 1.43% |
| 2021 | 2.04% | 0.70% |
| 2020 | 2.73% | 1.21% |
| 2019 | 2.50% | 1.77% |
| 2018 | 2.93% | 1.43% |
| 2017 | 2.36% | 0.65% |
| 2016 | 2.66% | 0.00% |
| 2015 | 2.81% | 0.00% |
| 2014 | 2.42% | 0.00% |
| 2013 | 2.38% | 0.00% |
| 2012 | 3.07% | 0.00% |
| 2011 | 2.81% | 0.00% |
| 2010 | 2.87% | 0.00% |
| 2009 | 2.76% | 0.00% |
| 2008 | 4.60% | 0.00% |
| 2007 | 2.77% | 0.00% |
| 2006 | 1.04% | 0.00% |
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