USVM vs BDVL
Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
USVM vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USVM
$1.70B
BDVL
$1.70B
Expense Ratio
Winner
USVM
0.29%
BDVL
0.40%
Max Drawdown
USVM
44.09%
Winner
BDVL
7.71%
Sharpe Ratio
Winner
USVM
1.87
BDVL
0.88
5Y Beta
USVM
0.92
Winner
BDVL
0.60
P/E Ratio
USVM
22.91
Winner
BDVL
22.79
Forward P/E
Winner
USVM
12.35
BDVL
21.38
5Y Dividends CAGR
USVM
25.74%
BDVL
N/A
5Y EPS CAGR
USVM
10.24%
Winner
BDVL
19.54%
Debt to Equity
Winner
USVM
37.29%
BDVL
48.12%
P/S Ratio
Winner
USVM
0.92
BDVL
2.28
P/B Ratio
Winner
USVM
1.65
BDVL
4.90
USVM vs BDVL - Holdings Comparison
USVM and BDVL have 3 common holdings. Overlap is -3.93%
USVM's top 25 holdings weight is 15.41%. BDVL's top 25 holdings weight is 43.39%.
| Rank | USVM | BDVL |
|---|---|---|
| #1 | PINNACLE WEST CAPITAL CORP (PNW) - 0.80% | INR/USD PURCHASED (n/a) - 4.37% |
| #2 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.75% | EUR/USD PURCHASED (n/a) - 4.19% |
| #3 | ONE GAS INC (OGS) - 0.73% | JPY/USD PURCHASED (n/a) - 3.90% |
| #4 | NEW JERSEY RESOURCES CORP (NJR) - 0.73% | USD CASH (n/a) - 3.55% |
| #5 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.72% | ISHARES MSCI INDIA ETF (INDA) - 2.53% |
| #6 | AVISTA CORP (AVA) - 0.69% | HKD/USD PURCHASED (n/a) - 2.52% |
| #7 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.69% | ASML HOLDING NV (n/a) - 1.62% |
| #8 | AXIS CAPITAL HOLDINGS LTD (AXS) - 0.65% | ALPHABET INC CLASS C (GOOG) - 1.44% |
| #9 | SPIRE INC (SR) - 0.65% | MASTERCARD INC CLASS A (MA) - 1.34% |
| #10 | ELLINGTON FINANCIAL INC (EFC) - 0.65% | AMAZON.COM INC (AMZN) - 1.26% |
| #11 | GENWORTH FINANCIAL INC (GNW) - 0.63% | HOWMET AEROSPACE INC (HWM) - 1.26% |
| #12 | GREIF INC CLASS A (GEF) - 0.63% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #13 | APPLE HOSPITALITY REIT INC (APLE) - 0.62% | INTEL CORP (INTC) - 1.15% |
| #14 | OTTER TAIL CORP (OTTR) - 0.61% | PROGRESSIVE CORP (PGR) - 1.15% |
| #15 | ESSENT GROUP LTD (ESNT) - 0.61% | CISCO SYSTEMS INC (CSCO) - 1.14% |
| #16 | AGNC INVESTMENT CORP (AGNC) - 0.61% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.13% |
| #17 | UNUM GROUP (UNM) - 0.59% | REPUBLIC SERVICES INC (RSG) - 1.12% |
| #18 | ASSURED GUARANTY LTD (AGO) - 0.59% | TJX COMPANIES INC (TJX) - 1.10% |
| #19 | GLOBAL NET LEASE INC (GNL) - 0.58% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.10% |
| #20 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.58% | MCKESSON CORP (MCK) - 1.09% |
| #21 | FIRST HORIZON CORP (FHN) - 0.47% | VISA INC CLASS A (V) - 1.08% |
| #22 | n/a (GHC) - 0.46% | SOUTHERN CO (SO) - 1.07% |
| #23 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.46% | TWD/USD PURCHASED (n/a) - 1.05% |
| #24 | CORECIVIC INC (CXW) - 0.46% | n/a (n/a) - 1.04% |
| #25 | JACKSON FINANCIAL INC (JXN) - 0.45% | MICROSOFT CORP (MSFT) - 1.02% |
| Total Holdings | 248 | 561 |
USVM vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
USVM
+1.64%
Winner
BDVL
+2.12%
3M
Winner
USVM
+6.35%
BDVL
+2.97%
6M
Winner
USVM
+11.44%
BDVL
+6.27%
1Y
Winner
USVM
+35.25%
BDVL
+10.97%
5Y(CAGR)
USVM
+10.99%
BDVL
N/A
10Y(CAGR)
USVM
+11.22%
BDVL
N/A
Max(CAGR)
USVM
+11.22%
Winner
BDVL
+12.41%
USVM vs BDVL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | USVM | BDVL |
|---|---|---|
| 2026 | +21.03% | +8.93% |
| 2025 | +10.43% | +1.98% |
| 2024 | +17.15% | N/A |
| 2023 | +19.02% | N/A |
| 2022 | -14.21% | N/A |
| 2021 | +25.43% | N/A |
| 2020 | +11.94% | N/A |
| 2019 | +21.72% | N/A |
| 2018 | -10.13% | N/A |
| 2017 | +2.20% | N/A |
USVM vs BDVL Drawdown Comparison
The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current USVM drawdown is -1.65%.
| Rank | USVM | BDVL |
|---|---|---|
| #1 | -42.36% Aug 29, 2018 - Nov 16, 2020 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -25.27% Nov 8, 2021 - Feb 12, 2024 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -24.34% Nov 25, 2024 - Sep 11, 2025 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -9.16% Jan 23, 2018 - May 16, 2018 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -8.98% Jul 31, 2024 - Sep 19, 2024 | -1.79% Jul 10, 2026 - Jul 31, 2026 |
| #6 | -8.42% Jul 1, 2021 - Aug 27, 2021 | -1.55% Jun 15, 2026 - Jul 6, 2026 |
| #7 | -8.36% Feb 11, 2026 - Apr 14, 2026 | -1.51% May 6, 2026 - May 26, 2026 |
| #8 | -7.96% Mar 15, 2021 - May 27, 2021 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #9 | -7.47% Feb 12, 2021 - Mar 11, 2021 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #10 | -7.41% Mar 28, 2024 - May 15, 2024 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #11 | -5.81% Sep 2, 2021 - Oct 25, 2021 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -4.96% Oct 3, 2025 - Nov 25, 2025 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #13 | -4.87% Jun 8, 2021 - Jul 1, 2021 | -0.72% Jul 6, 2026 - Jul 10, 2026 |
| #14 | -4.57% May 15, 2024 - Jul 12, 2024 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #15 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
Correlation
Correlation between USVM and BDVL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2017 - 2026)
USVM vs BDVL dividend yield comparison.
| Year | USVM | BDVL |
|---|---|---|
| 2026 | 0.98% | 0.84% |
| 2025 | 1.84% | 2.79% |
| 2024 | 1.75% | 0.00% |
| 2023 | 1.63% | 0.00% |
| 2022 | 1.43% | 0.00% |
| 2021 | 0.70% | 0.00% |
| 2020 | 1.21% | 0.00% |
| 2019 | 1.77% | 0.00% |
| 2018 | 1.43% | 0.00% |
| 2017 | 0.65% | 0.00% |
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