USVM vs ARKW
Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and ARK NEXT GENERATION INTERNET ETF (ARKW, ETF).
5-Year PerformanceUSVM has outperformed ARKW, delivering a return of +9.7% compared to +1.7%
USVM vs ARKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USVM
$1.40B
Winner
ARKW
$1.50B
Expense Ratio
Winner
USVM
0.29%
ARKW
0.76%
Max Drawdown
Winner
USVM
44.09%
ARKW
80.55%
Sharpe Ratio
Winner
USVM
1.84
ARKW
1.18
5Y Beta
Winner
USVM
0.95
ARKW
1.75
P/E Ratio
USVM
21.33
Winner
ARKW
-59.25
Forward P/E
Winner
USVM
13.10
ARKW
46.70
5Y Dividends CAGR
USVM
19.47%
ARKW
N/A
5Y EPS CAGR
USVM
6.37%
ARKW
N/A
Debt to Equity
USVM
32.74%
ARKW
N/A
P/S Ratio
Winner
USVM
1.06
ARKW
3.95
P/B Ratio
Winner
USVM
1.52
ARKW
6.71
USVM vs ARKW - Holdings Comparison
USVM and ARKW have 1 common holdings. Overlap is 0.04%
USVM's top 25 holdings weight is 15.06%. ARKW's top 25 holdings weight is 86.74%.
| Rank | USVM | ARKW |
|---|---|---|
| #1 | ELLINGTON FINANCIAL INC (EFC) - 0.71% | ADVANCED MICRO DEVICES INC (AMD) - 8.69% |
| #2 | ONE GAS INC (OGS) - 0.71% | TESLA INC (TSLA) - 8.46% |
| #3 | DYNEX CAPITAL INC (DX) - 0.70% | ARK BITCOIN ETF HOLDCO (ARKW) (n/a) - 5.96% |
| #4 | AVISTA CORP (AVA) - 0.67% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.01% |
| #5 | SPIRE INC (SR) - 0.66% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.58% |
| #6 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.65% | ROKU INC CLASS A (ROKU) - 4.23% |
| #7 | AGNC INVESTMENT CORP (AGNC) - 0.65% | AMAZON.COM INC (AMZN) - 4.09% |
| #8 | BLACK HILLS CORP (BKH) - 0.64% | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 4.08% |
| #9 | NORTHWEST NATURAL HOLDING CO (NWN) - 0.63% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.88% |
| #10 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.62% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.87% |
| #11 | TD SYNNEX CORP (SNX) - 0.61% | ALPHABET INC CLASS C (GOOG) - 3.55% |
| #12 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 0.59% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 3.13% |
| #13 | NETSTREIT CORP ORDINARY SHARES (NTST) - 0.59% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.87% |
| #14 | ASSURED GUARANTY LTD (AGO) - 0.58% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.84% |
| #15 | FEDERATED HERMES INC CLASS B (FHI) - 0.57% | BLOCK INC CLASS A (XYZ) - 2.83% |
| #16 | UGI CORP (UGI) - 0.57% | OPENAI GROUP PBC SERIES C (n/a) - 2.55% |
| #17 | OTTER TAIL CORP (OTTR) - 0.57% | BROADCOM INC (AVGO) - 2.32% |
| #18 | MDU RESOURCES GROUP INC (MDU) - 0.56% | BULLISH (BLSH) - 2.09% |
| #19 | APPLE HOSPITALITY REIT INC (APLE) - 0.56% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.00% |
| #20 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 0.54% | CLOUDFLARE INC (NET) - 1.85% |
| #21 | RITHM CAPITAL CORP (RITM) - 0.54% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #22 | WAFD INC (WAFD) - 0.54% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.81% |
| #23 | ESSENT GROUP LTD (ESNT) - 0.54% | EVERPURE INC CLASS A (P) - 1.49% |
| #24 | MGIC INVESTMENT CORP (MTG) - 0.53% | DATADOG INC CLASS A (DDOG) - 1.46% |
| #25 | n/a (AHR) - 0.53% | NETFLIX INC (NFLX) - 1.28% |
| Total Holdings | 292 | 43 |
USVM vs ARKW - Historical Returns
Returns include dividend reinvestment.
1M
USVM
+5.53%
Winner
ARKW
+17.62%
3M
USVM
+4.33%
Winner
ARKW
+14.83%
6M
Winner
USVM
+17.65%
ARKW
-8.19%
1Y
USVM
+33.98%
Winner
ARKW
+40.74%
5Y(CAGR)
Winner
USVM
+9.71%
ARKW
+1.71%
10Y(CAGR)
USVM
+10.70%
Winner
ARKW
+23.96%
Max(CAGR)
USVM
+10.70%
Winner
ARKW
+20.78%
USVM vs ARKW - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | USVM | ARKW |
|---|---|---|
| 2026 | +13.28% | -1.50% |
| 2025 | +10.43% | +37.47% |
| 2024 | +17.15% | +48.08% |
| 2023 | +19.02% | +101.17% |
| 2022 | -14.21% | -68.05% |
| 2021 | +25.43% | -18.52% |
| 2020 | +11.94% | +151.90% |
| 2019 | +21.72% | +35.63% |
| 2018 | -10.13% | +1.03% |
| 2017 | +2.20% | +84.89% |
| 2016 | N/A | +11.88% |
| 2015 | N/A | +16.62% |
| 2014 | N/A | +2.70% |
USVM vs ARKW Drawdown Comparison
The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The maximum drawdown for ARKW was -80.52%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current USVM drawdown is -0.47%. The current ARKW drawdown is -20.30%.
| Rank | USVM | ARKW |
|---|---|---|
| #1 | -42.36% Aug 29, 2018 - Nov 16, 2020 | -80.52% Feb 12, 2021 - Dec 28, 2022 |
| #2 | -25.27% Nov 8, 2021 - Feb 12, 2024 | -40.66% Feb 19, 2020 - May 19, 2020 |
| #3 | -24.34% Nov 25, 2024 - Sep 11, 2025 | -31.62% Dec 2, 2015 - Jul 18, 2016 |
| #4 | -9.16% Jan 23, 2018 - May 16, 2018 | -25.49% Aug 29, 2018 - Mar 21, 2019 |
| #5 | -8.98% Jul 31, 2024 - Sep 19, 2024 | -14.72% May 3, 2019 - Jul 15, 2019 |
| #6 | -8.42% Jul 1, 2021 - Aug 27, 2021 | -14.03% Sep 1, 2020 - Oct 8, 2020 |
| #7 | -8.36% Feb 11, 2026 - Apr 14, 2026 | -13.41% Jul 24, 2019 - Nov 22, 2019 |
| #8 | -7.96% Mar 15, 2021 - May 27, 2021 | -13.23% Jun 22, 2015 - Dec 1, 2015 |
| #9 | -7.47% Feb 12, 2021 - Mar 11, 2021 | -12.00% Mar 12, 2018 - Jun 4, 2018 |
| #10 | -7.41% Mar 28, 2024 - May 15, 2024 | -9.72% Nov 6, 2020 - Nov 20, 2020 |
| #11 | -5.81% Sep 2, 2021 - Oct 25, 2021 | -9.07% Jan 26, 2018 - Feb 15, 2018 |
| #12 | -4.96% Oct 3, 2025 - Nov 25, 2025 | -8.59% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -4.87% Jun 8, 2021 - Jul 1, 2021 | -8.44% Oct 3, 2014 - Oct 31, 2014 |
| #14 | -4.57% May 15, 2024 - Jul 12, 2024 | -7.51% Jun 18, 2018 - Aug 27, 2018 |
| #15 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -7.49% Oct 3, 2016 - Nov 17, 2016 |
Correlation
Correlation between USVM and ARKW is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2015 - 2026)
USVM vs ARKW dividend yield comparison.
| Year | USVM | ARKW |
|---|---|---|
| 2026 | 0.57% | 0.00% |
| 2025 | 1.84% | 1.59% |
| 2024 | 1.75% | 0.00% |
| 2023 | 1.63% | 0.00% |
| 2022 | 1.43% | 0.00% |
| 2021 | 0.70% | 0.17% |
| 2020 | 1.21% | 1.29% |
| 2019 | 1.77% | 0.00% |
| 2018 | 1.43% | 13.05% |
| 2017 | 0.65% | 2.05% |
| 2015 | 0.00% | 2.29% |
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