USVM vs BIZD
Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and VANECK BDC INCOME ETF (BIZD, ETF).
5-Year PerformanceUSVM has outperformed BIZD, delivering a return of +10.1% compared to +4.2%
USVM vs BIZD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USVM
$1.60B
BIZD
$1.60B
Expense Ratio
Winner
USVM
0.29%
BIZD
9.69%
Max Drawdown
Winner
USVM
44.09%
BIZD
64.58%
Sharpe Ratio
Winner
USVM
1.70
BIZD
-0.78
5Y Beta
USVM
0.95
Winner
BIZD
0.67
P/E Ratio
USVM
20.66
Winner
BIZD
16.52
Forward P/E
USVM
12.86
Winner
BIZD
9.44
5Y Dividends CAGR
Winner
USVM
21.01%
BIZD
3.68%
5Y EPS CAGR
USVM
7.56%
BIZD
N/A
Debt to Equity
USVM
25.98%
BIZD
N/A
P/S Ratio
Winner
USVM
1.01
BIZD
3.81
P/B Ratio
USVM
1.54
Winner
BIZD
0.88
USVM vs BIZD - Holdings Comparison
USVM and BIZD have 1 common holdings. Overlap is -35.16%
USVM's top 25 holdings weight is 14.78%. BIZD's top 25 holdings weight is 97.23%.
| Rank | USVM | BIZD |
|---|---|---|
| #1 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.80% | SLK5W2NE TRS USD R E MVBDCTRG (n/a) - 35.52% |
| #2 | TD SYNNEX CORP (SNX) - 0.74% | ARES CAPITAL CORP (ARCC) - 14.64% |
| #3 | ELLINGTON FINANCIAL INC (EFC) - 0.71% | BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 8.59% |
| #4 | AVISTA CORP (AVA) - 0.67% | MAIN STREET CAPITAL CORP (MAIN) - 6.98% |
| #5 | DYNEX CAPITAL INC (DX) - 0.65% | GOLUB CAPITAL BDC INC (GBDC) - 3.21% |
| #6 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.64% | FS KKR CAPITAL CORP (FSK) - 3.03% |
| #7 | APPLE HOSPITALITY REIT INC (APLE) - 0.61% | HERCULES CAPITAL INC (HTGC) - 2.93% |
| #8 | ONE GAS INC (OGS) - 0.61% | BLACKSTONE SECURED LENDING FUND ORDINARY SHARES (BXSL) - 2.89% |
| #9 | BLACK HILLS CORP (BKH) - 0.60% | BLUE OWL TECHNOLOGY FINANCE CORP (OTF) - 2.72% |
| #10 | SPIRE INC (SR) - 0.58% | SIXTH STREET SPECIALTY LENDING INC (TSLX) - 1.83% |
| #11 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.58% | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 1.53% |
| #12 | AGNC INVESTMENT CORP (AGNC) - 0.58% | CAPITAL SOUTHWEST CORP (CSWC) - 1.50% |
| #13 | NETSCOUT SYSTEMS INC (NTCT) - 0.57% | MORGAN STANLEY DIRECT LENDING (MSDL) - 1.17% |
| #14 | NETSTREIT CORP ORDINARY SHARES (NTST) - 0.56% | OAKTREE SPECIALTY LENDING CORP BDC (OCSL) - 1.14% |
| #15 | NORTHWEST NATURAL HOLDING CO (NWN) - 0.56% | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.08% |
| #16 | FEDERATED HERMES INC CLASS B (FHI) - 0.55% | US DOLLAR (n/a) - 1.05% |
| #17 | ORMAT TECHNOLOGIES INC (ORA) - 0.55% | GOLDMAN SACHS BDC INC (GSBD) - 1.04% |
| #18 | OTTER TAIL CORP (OTTR) - 0.54% | PROSPECT CAPITAL CORP (PSEC) - 0.93% |
| #19 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 0.53% | PENNANTPARK FLOATING RATE CAPITAL LTD (PFLT) - 0.88% |
| #20 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 0.53% | BARINGS BDC INC (BBDC) - 0.86% |
| #21 | AVNET INC (AVT) - 0.53% | NEW MOUNTAIN FINANCE CORP (NMFC) - 0.79% |
| #22 | FRANKLIN RESOURCES INC (BEN) - 0.53% | CARLYLE SECURED LENDING INC (CGBD) - 0.78% |
| #23 | HIGHWOODS PROPERTIES INC (HIW) - 0.52% | FIDUS INVESTMENT CORP (FDUS) - 0.77% |
| #24 | WAFD INC (WAFD) - 0.52% | BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) - 0.69% |
| #25 | MDU RESOURCES GROUP INC (MDU) - 0.52% | GLADSTONE INVESTMENT CORP (GAIN) - 0.68% |
| Total Holdings | 291 | 37 |
USVM vs BIZD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USVM
+5.66%
BIZD
+0.32%
3M
Winner
USVM
+16.14%
BIZD
+5.64%
6M
Winner
USVM
+16.82%
BIZD
-8.41%
1Y
Winner
USVM
+32.67%
BIZD
-11.64%
5Y(CAGR)
Winner
USVM
+10.12%
BIZD
+4.25%
10Y(CAGR)
Winner
USVM
+11.08%
BIZD
+8.06%
Max(CAGR)
Winner
USVM
+11.08%
BIZD
+6.24%
USVM vs BIZD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | USVM | BIZD |
|---|---|---|
| 2026 | +17.82% | -7.32% |
| 2025 | +10.43% | -5.80% |
| 2024 | +17.15% | +15.41% |
| 2023 | +19.02% | +25.81% |
| 2022 | -14.21% | -9.15% |
| 2021 | +25.43% | +37.46% |
| 2020 | +11.94% | -6.95% |
| 2019 | +21.72% | +27.07% |
| 2018 | -10.13% | -7.57% |
| 2017 | +2.20% | -0.45% |
| 2016 | N/A | +23.91% |
| 2015 | N/A | -5.28% |
| 2014 | N/A | -6.58% |
| 2013 | N/A | +9.98% |
USVM vs BIZD Drawdown Comparison
The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The maximum drawdown for BIZD was -55.44%, occurring on Mar 23, 2020. Recovery took 249 trading sessions.
The current BIZD drawdown is -17.33%.
| Rank | USVM | BIZD |
|---|---|---|
| #1 | -42.36% Aug 29, 2018 - Nov 16, 2020 | -55.44% Feb 20, 2020 - Feb 16, 2021 |
| #2 | -25.27% Nov 8, 2021 - Feb 12, 2024 | -25.29% Feb 24, 2014 - Aug 12, 2016 |
| #3 | -24.34% Nov 25, 2024 - Sep 11, 2025 | -22.97% Apr 20, 2022 - Jul 18, 2023 |
| #4 | -9.16% Jan 23, 2018 - May 16, 2018 | -22.56% Feb 19, 2025 - Mar 27, 2026 |
| #5 | -8.98% Jul 31, 2024 - Sep 19, 2024 | -16.73% Aug 30, 2018 - Feb 22, 2019 |
| #6 | -8.42% Jul 1, 2021 - Aug 27, 2021 | -12.47% May 2, 2017 - Aug 3, 2018 |
| #7 | -8.36% Feb 11, 2026 - Apr 14, 2026 | -8.77% Jul 11, 2024 - Oct 18, 2024 |
| #8 | -7.96% Mar 15, 2021 - May 27, 2021 | -7.38% Mar 14, 2013 - Apr 30, 2013 |
| #9 | -7.47% Feb 12, 2021 - Mar 11, 2021 | -7.27% Apr 30, 2013 - Jul 18, 2013 |
| #10 | -7.41% Mar 28, 2024 - May 15, 2024 | -6.27% Aug 30, 2016 - Nov 25, 2016 |
| #11 | -5.81% Sep 2, 2021 - Oct 25, 2021 | -6.22% Sep 28, 2023 - Nov 14, 2023 |
| #12 | -4.96% Oct 3, 2025 - Nov 25, 2025 | -6.19% Apr 29, 2021 - May 27, 2021 |
| #13 | -4.87% Jun 8, 2021 - Jul 1, 2021 | -5.92% Jan 12, 2022 - Feb 8, 2022 |
| #14 | -4.57% May 15, 2024 - Jul 12, 2024 | -5.45% Jul 23, 2013 - Sep 18, 2013 |
| #15 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -5.36% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between USVM and BIZD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
USVM vs BIZD dividend yield comparison.
| Year | USVM | BIZD |
|---|---|---|
| 2026 | 0.72% | 3.79% |
| 2025 | 1.84% | 11.78% |
| 2024 | 1.75% | 10.94% |
| 2023 | 1.63% | 10.96% |
| 2022 | 1.43% | 11.21% |
| 2021 | 0.70% | 8.14% |
| 2020 | 1.21% | 10.39% |
| 2019 | 1.77% | 9.13% |
| 2018 | 1.43% | 10.88% |
| 2017 | 0.65% | 9.13% |
| 2016 | 0.00% | 8.51% |
| 2015 | 0.00% | 9.12% |
| 2014 | 0.00% | 8.51% |
| 2013 | 0.00% | 5.45% |
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