LMUB vs USVM

Comparison between ISHARES LONG-TERM NATIONAL MUNI BOND ETF (LMUB, ETF) and VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF).

LMUB vs USVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMUB(ETF)	USVM(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.09%	0.29%
Max Drawdown	5.81%	44.09%
Sharpe Ratio	1.26	1.70
5Y Beta	0.00	0.95
P/E Ratio	N/A	20.66
Forward P/E	N/A	12.86
5Y Dividends CAGR	N/A	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

LMUB

$1.60B

USVM

$1.60B

Expense Ratio

Winner

LMUB

0.09%

USVM

0.29%

Max Drawdown

Winner

LMUB

5.81%

USVM

44.09%

Sharpe Ratio

LMUB

1.26

Winner

USVM

1.70

5Y Beta

Winner

LMUB

0.00

USVM

0.95

P/E Ratio

LMUB

N/A

USVM

20.66

Forward P/E

LMUB

N/A

USVM

12.86

5Y Dividends CAGR

LMUB

N/A

USVM

21.01%

5Y EPS CAGR

LMUB

N/A

USVM

7.56%

Debt to Equity

LMUB

N/A

USVM

25.98%

P/S Ratio

LMUB

N/A

USVM

1.01

P/B Ratio

LMUB

N/A

USVM

1.54

LMUB vs USVM - Historical Returns

Returns include dividend reinvestment.

Period	LMUB	USVM
1 month	+0.92%	+5.66%
3 months	+1.66%	+16.14%
6 months	+2.62%	+16.82%
1 year	+8.68%	+32.67%
5 years(CAGR)	N/A	+10.12%
10 years(CAGR)	N/A	+11.08%
Max(CAGR)	+4.77%	+11.08%

LMUB

+0.92%

Winner

USVM

+5.66%

LMUB

+1.66%

Winner

USVM

+16.14%

LMUB

+2.62%

Winner

USVM

+16.82%

LMUB

+8.68%

Winner

USVM

+32.67%

5Y(CAGR)

LMUB

N/A

USVM

+10.12%

10Y(CAGR)

LMUB

N/A

USVM

+11.08%

Max(CAGR)

LMUB

+4.77%

Winner

USVM

+11.08%

LMUB vs USVM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	LMUB	USVM
2026	+2.03%	+17.82%
2025	+3.52%	+10.43%
2024	N/A	+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%

LMUB vs USVM Drawdown Comparison

The maximum drawdown for LMUB was -5.51%, occurring on Apr 11, 2025. Recovery took 109 trading sessions.

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

The current LMUB drawdown is -0.10%.

Rank	LMUB	USVM
#1	-5.51% Apr 4, 2025 - Sep 11, 2025	-42.36% Aug 29, 2018 - Nov 16, 2020
#2	-3.11% Feb 27, 2026 - Jun 2, 2026	-25.27% Nov 8, 2021 - Feb 12, 2024
#3	-1.93% Mar 20, 2025 - Apr 4, 2025	-24.34% Nov 25, 2024 - Sep 11, 2025
#4	-1.03% Nov 11, 2025 - Jan 7, 2026	-9.16% Jan 23, 2018 - May 16, 2018
#5	-0.71% Jan 9, 2026 - Feb 2, 2026	-8.98% Jul 31, 2024 - Sep 19, 2024
#6	-0.68% Oct 28, 2025 - Nov 11, 2025	-8.42% Jul 1, 2021 - Aug 27, 2021
#7	-0.52% Sep 17, 2025 - Oct 3, 2025	-8.36% Feb 11, 2026 - Apr 14, 2026
#8	-0.30% Feb 18, 2026 - Feb 25, 2026	-7.96% Mar 15, 2021 - May 27, 2021
#9	-0.29% Feb 2, 2026 - Feb 6, 2026	-7.47% Feb 12, 2021 - Mar 11, 2021
#10	-0.24% Oct 8, 2025 - Oct 13, 2025	-7.41% Mar 28, 2024 - May 15, 2024
#11	-0.22% Jun 4, 2026 - Jun 10, 2026	-5.81% Sep 2, 2021 - Oct 25, 2021
#12	-0.22% Oct 22, 2025 - Oct 27, 2025	-4.96% Oct 3, 2025 - Nov 25, 2025
#13	-0.15% Oct 3, 2025 - Oct 8, 2025	-4.87% Jun 8, 2021 - Jul 1, 2021
#14	-0.15% Feb 10, 2026 - Feb 12, 2026	-4.57% May 15, 2024 - Jul 12, 2024
#15	-0.01% Oct 16, 2025 - Oct 20, 2025	-4.56% Nov 11, 2024 - Nov 25, 2024