USVM vs DTD
Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF).
5-Year PerformanceDTD has outperformed USVM, delivering a return of +12.1% compared to +10.2%
USVM vs DTD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USVM
$1.60B
DTD
$1.60B
Expense Ratio
USVM
0.29%
Winner
DTD
0.28%
Max Drawdown
Winner
USVM
44.09%
DTD
60.19%
Sharpe Ratio
USVM
1.70
Winner
DTD
1.79
5Y Beta
USVM
0.95
Winner
DTD
0.67
P/E Ratio
Winner
USVM
20.66
DTD
22.03
Forward P/E
Winner
USVM
12.86
DTD
17.32
5Y Dividends CAGR
Winner
USVM
21.01%
DTD
5.15%
5Y EPS CAGR
USVM
7.56%
Winner
DTD
16.94%
Debt to Equity
USVM
25.98%
DTD
N/A
P/S Ratio
Winner
USVM
1.01
DTD
2.49
P/B Ratio
Winner
USVM
1.54
DTD
3.59
USVM vs DTD - Holdings Comparison
USVM and DTD have 105 common holdings. Overlap is 2.69%
USVM's top 25 holdings weight is 14.78%. DTD's top 25 holdings weight is 39.41%.
| Rank | USVM | DTD |
|---|---|---|
| #1 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.80% | NVIDIA CORP (NVDA) - 3.76% |
| #2 | TD SYNNEX CORP (SNX) - 0.74% | APPLE INC (AAPL) - 3.00% |
| #3 | ELLINGTON FINANCIAL INC (EFC) - 0.71% | MICROSOFT CORP (MSFT) - 2.91% |
| #4 | AVISTA CORP (AVA) - 0.67% | JPMORGAN CHASE & CO (JPM) - 2.78% |
| #5 | DYNEX CAPITAL INC (DX) - 0.65% | BROADCOM INC (AVGO) - 2.46% |
| #6 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.64% | EXXON MOBIL CORP (XOM) - 2.00% |
| #7 | APPLE HOSPITALITY REIT INC (APLE) - 0.61% | CHEVRON CORP (CVX) - 1.69% |
| #8 | ONE GAS INC (OGS) - 0.61% | JOHNSON & JOHNSON (JNJ) - 1.59% |
| #9 | BLACK HILLS CORP (BKH) - 0.60% | MORGAN STANLEY (MS) - 1.37% |
| #10 | SPIRE INC (SR) - 0.58% | ALPHABET INC CLASS A (GOOGL) - 1.35% |
| #11 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.58% | ABBVIE INC (ABBV) - 1.33% |
| #12 | AGNC INVESTMENT CORP (AGNC) - 0.58% | ALPHABET INC CLASS C (GOOG) - 1.25% |
| #13 | NETSCOUT SYSTEMS INC (NTCT) - 0.57% | CISCO SYSTEMS INC (CSCO) - 1.24% |
| #14 | NETSTREIT CORP ORDINARY SHARES (NTST) - 0.56% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.22% |
| #15 | NORTHWEST NATURAL HOLDING CO (NWN) - 0.56% | COCA-COLA CO (KO) - 1.13% |
| #16 | FEDERATED HERMES INC CLASS B (FHI) - 0.55% | PROCTER & GAMBLE CO (PG) - 1.11% |
| #17 | ORMAT TECHNOLOGIES INC (ORA) - 0.55% | MERCK & CO INC (MRK) - 1.11% |
| #18 | OTTER TAIL CORP (OTTR) - 0.54% | VERIZON COMMUNICATIONS INC (VZ) - 1.09% |
| #19 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 0.53% | THE GOLDMAN SACHS GROUP INC (GS) - 1.06% |
| #20 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 0.53% | UNITEDHEALTH GROUP INC (UNH) - 1.04% |
| #21 | AVNET INC (AVT) - 0.53% | ELI LILLY AND CO (LLY) - 1.02% |
| #22 | FRANKLIN RESOURCES INC (BEN) - 0.53% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.02% |
| #23 | HIGHWOODS PROPERTIES INC (HIW) - 0.52% | TEXAS INSTRUMENTS INC (TXN) - 1.01% |
| #24 | WAFD INC (WAFD) - 0.52% | BANK OF AMERICA CORP (BAC) - 0.94% |
| #25 | MDU RESOURCES GROUP INC (MDU) - 0.52% | THE HOME DEPOT INC (HD) - 0.93% |
| Total Holdings | 291 | 734 |
USVM vs DTD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USVM
+6.86%
DTD
+2.97%
3M
Winner
USVM
+15.36%
DTD
+8.11%
6M
Winner
USVM
+16.82%
DTD
+10.90%
1Y
Winner
USVM
+32.63%
DTD
+22.71%
5Y(CAGR)
USVM
+10.25%
Winner
DTD
+12.10%
10Y(CAGR)
USVM
+11.04%
Winner
DTD
+12.37%
Max(CAGR)
Winner
USVM
+11.04%
DTD
+9.71%
USVM vs DTD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | USVM | DTD |
|---|---|---|
| 2026 | +17.55% | +10.64% |
| 2025 | +10.43% | +14.42% |
| 2024 | +17.15% | +18.30% |
| 2023 | +19.02% | +11.07% |
| 2022 | -14.21% | -4.21% |
| 2021 | +25.43% | +27.75% |
| 2020 | +11.94% | +2.16% |
| 2019 | +21.72% | +28.19% |
| 2018 | -10.13% | -6.73% |
| 2017 | +2.20% | +16.55% |
| 2016 | N/A | +18.19% |
| 2015 | N/A | -1.38% |
| 2014 | N/A | +15.16% |
| 2013 | N/A | +24.96% |
| 2012 | N/A | +11.95% |
| 2011 | N/A | +7.63% |
| 2010 | N/A | +14.84% |
| 2009 | N/A | +16.64% |
| 2008 | N/A | -33.95% |
| 2007 | N/A | +1.13% |
| 2006 | N/A | +15.50% |
USVM vs DTD Drawdown Comparison
The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.
The current USVM drawdown is -0.23%.
| Rank | USVM | DTD |
|---|---|---|
| #1 | -42.36% Aug 29, 2018 - Nov 16, 2020 | -58.17% Oct 9, 2007 - Jul 27, 2012 |
| #2 | -25.27% Nov 8, 2021 - Feb 12, 2024 | -37.28% Feb 12, 2020 - Dec 17, 2020 |
| #3 | -24.34% Nov 25, 2024 - Sep 11, 2025 | -17.57% Sep 21, 2018 - Apr 4, 2019 |
| #4 | -9.16% Jan 23, 2018 - May 16, 2018 | -16.15% Apr 20, 2022 - Jul 19, 2023 |
| #5 | -8.98% Jul 31, 2024 - Sep 19, 2024 | -14.41% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -8.42% Jul 1, 2021 - Aug 27, 2021 | -12.64% May 18, 2015 - Mar 29, 2016 |
| #7 | -8.36% Feb 11, 2026 - Apr 14, 2026 | -10.39% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -7.96% Mar 15, 2021 - May 27, 2021 | -9.84% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -7.47% Feb 12, 2021 - Mar 11, 2021 | -9.31% Jul 13, 2007 - Oct 5, 2007 |
| #10 | -7.41% Mar 28, 2024 - May 15, 2024 | -7.09% Oct 18, 2012 - Jan 2, 2013 |
| #11 | -5.81% Sep 2, 2021 - Oct 25, 2021 | -6.35% May 3, 2019 - Jun 20, 2019 |
| #12 | -4.96% Oct 3, 2025 - Nov 25, 2025 | -6.31% Jan 4, 2022 - Mar 29, 2022 |
| #13 | -4.87% Jun 8, 2021 - Jul 1, 2021 | -6.30% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -4.57% May 15, 2024 - Jul 12, 2024 | -6.30% Feb 11, 2026 - Apr 17, 2026 |
| #15 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -5.97% May 21, 2013 - Jul 11, 2013 |
Correlation
Correlation between USVM and DTD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
USVM vs DTD dividend yield comparison.
| Year | USVM | DTD |
|---|---|---|
| 2026 | 0.72% | 0.66% |
| 2025 | 1.84% | 1.99% |
| 2024 | 1.75% | 2.07% |
| 2023 | 1.63% | 2.43% |
| 2022 | 1.43% | 2.62% |
| 2021 | 0.70% | 2.04% |
| 2020 | 1.21% | 2.73% |
| 2019 | 1.77% | 2.50% |
| 2018 | 1.43% | 2.93% |
| 2017 | 0.65% | 2.36% |
| 2016 | 0.00% | 2.66% |
| 2015 | 0.00% | 2.81% |
| 2014 | 0.00% | 2.42% |
| 2013 | 0.00% | 2.38% |
| 2012 | 0.00% | 3.07% |
| 2011 | 0.00% | 2.81% |
| 2010 | 0.00% | 2.87% |
| 2009 | 0.00% | 2.76% |
| 2008 | 0.00% | 4.60% |
| 2007 | 0.00% | 2.77% |
| 2006 | 0.00% | 1.04% |
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