USTB vs XSOE

Comparison between VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF VICTORYSHARES SHORT-TERM BOND ETF (USTB, ETF) and WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF).

5-Year PerformanceXSOE has outperformed USTB, delivering a return of +5.3% compared to +3.5%

USTB vs XSOE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USTB(ETF)	XSOE(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.34%	0.32%
Max Drawdown	7.56%	47.21%
Sharpe Ratio	0.98	2.24
5Y Beta	0.01	0.79
5Y Dividends CAGR	15.32%	9.13%

Net Assets

USTB

$2B

XSOE

$2B

Expense Ratio

USTB

0.34%

Winner

XSOE

0.32%

Max Drawdown

Winner

USTB

7.56%

XSOE

47.21%

Sharpe Ratio

USTB

0.98

Winner

XSOE

2.24

5Y Beta

Winner

USTB

0.01

XSOE

0.79

5Y Dividends CAGR

Winner

USTB

15.32%

XSOE

9.13%

USTB vs XSOE - Historical Returns

Returns include dividend reinvestment.

Period	USTB	XSOE
1 month	+0.44%	+12.54%
3 months	+0.46%	+11.23%
6 months	+1.72%	+23.87%
1 year	+5.15%	+49.55%
5 years(CAGR)	+3.51%	+5.28%
10 years(CAGR)	+3.46%	+10.13%
Max(CAGR)	+3.46%	+7.93%

USTB

+0.44%

Winner

XSOE

+12.54%

USTB

+0.46%

Winner

XSOE

+11.23%

USTB

+1.72%

Winner

XSOE

+23.87%

USTB

+5.15%

Winner

XSOE

+49.55%

5Y(CAGR)

USTB

+3.51%

Winner

XSOE

+5.28%

10Y(CAGR)

USTB

+3.46%

Winner

XSOE

+10.13%

Max(CAGR)

USTB

+3.46%

Winner

XSOE

+7.93%

USTB vs XSOE - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	USTB	XSOE
2026	+1.03%	+20.51%
2025	+6.13%	+30.05%
2024	+6.81%	+8.65%
2023	+6.57%	+9.13%
2022	-2.72%	-26.15%
2021	+0.89%	-6.70%
2020	+5.00%	+26.34%
2019	+4.99%	+25.07%
2018	+1.12%	-20.54%
2017	+0.35%	+49.23%
2016	N/A	+6.66%
2015	N/A	-11.84%
2014	N/A	+0.33%

USTB vs XSOE Drawdown Comparison

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

The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.

The current USTB drawdown is -0.04%.

Rank	USTB	XSOE
#1	-5.32% Mar 4, 2020 - Jun 5, 2020	-45.25% Feb 16, 2021 - Jan 22, 2026
#2	-4.96% Sep 9, 2021 - Jul 13, 2023	-35.05% Jan 26, 2018 - Aug 5, 2020
#3	-1.02% Aug 30, 2023 - Nov 3, 2023	-31.24% Apr 28, 2015 - May 9, 2017
#4	-0.84% Feb 27, 2026 - May 1, 2026	-13.31% Feb 25, 2026 - Apr 17, 2026
#5	-0.81% Dec 29, 2017 - Aug 6, 2018	-6.06% Jan 22, 2015 - Apr 2, 2015
#6	-0.68% Sep 27, 2024 - Dec 3, 2024	-5.54% Nov 22, 2017 - Jan 2, 2018
#7	-0.67% Jul 13, 2023 - Aug 4, 2023	-5.52% Aug 28, 2020 - Oct 8, 2020
#8	-0.65% Apr 3, 2025 - Apr 28, 2025	-5.48% Jan 25, 2021 - Feb 5, 2021
#9	-0.62% Sep 4, 2019 - Oct 2, 2019	-4.10% Dec 10, 2014 - Dec 22, 2014
#10	-0.48% Apr 4, 2024 - May 2, 2024	-4.09% Dec 26, 2014 - Jan 20, 2015
#11	-0.46% Jan 31, 2024 - Mar 1, 2024	-3.41% Sep 19, 2017 - Oct 10, 2017
#12	-0.43% Aug 8, 2023 - Aug 25, 2023	-3.41% Jan 28, 2026 - Feb 10, 2026
#13	-0.40% Sep 21, 2018 - Nov 16, 2018	-3.37% Aug 8, 2017 - Aug 23, 2017
#14	-0.40% Oct 4, 2019 - Nov 22, 2019	-2.99% Oct 12, 2020 - Nov 4, 2020
#15	-0.38% Aug 2, 2024 - Aug 21, 2024	-2.59% Aug 6, 2020 - Aug 25, 2020

Correlation

Correlation between USTB and XSOE is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2014 - 2026)

USTB vs XSOE dividend yield comparison.

Year	USTB	XSOE
2026	1.57%	0.10%
2025	4.63%	1.50%
2024	5.05%	1.44%
2023	4.49%	1.78%
2022	2.54%	2.53%
2021	1.84%	1.36%
2020	2.59%	1.02%
2019	2.69%	2.01%
2018	2.32%	1.56%
2017	0.43%	0.65%
2016	0.00%	1.43%
2015	0.00%	3.93%
2014	0.00%	0.21%