USVM vs IBTI

Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceUSVM has outperformed IBTI, delivering a return of +10.4% compared to +0.2%

USVM vs IBTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USVM(ETF)	IBTI(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.29%	0.07%
Max Drawdown	44.09%	20.83%
Sharpe Ratio	1.78	-0.36
5Y Beta	0.94	-0.02
P/E Ratio	21.14	N/A
Forward P/E	12.73	N/A
5Y Dividends CAGR	21.01%	36.89%
5Y EPS CAGR	7.98%	N/A
Debt to Equity	17.95%	N/A
P/S Ratio	0.95	N/A
P/B Ratio	1.59	N/A

Net Assets

USVM

$1.60B

Winner

IBTI

$1.70B

Expense Ratio

USVM

0.29%

Winner

IBTI

0.07%

Max Drawdown

USVM

44.09%

Winner

IBTI

20.83%

Sharpe Ratio

Winner

USVM

1.78

IBTI

-0.36

5Y Beta

USVM

0.94

Winner

IBTI

-0.02

P/E Ratio

USVM

21.14

IBTI

N/A

Forward P/E

USVM

12.73

IBTI

N/A

5Y Dividends CAGR

USVM

21.01%

Winner

IBTI

36.89%

5Y EPS CAGR

USVM

7.98%

IBTI

N/A

Debt to Equity

USVM

17.95%

IBTI

N/A

P/S Ratio

USVM

0.95

IBTI

N/A

P/B Ratio

USVM

1.59

IBTI

N/A

USVM vs IBTI - Historical Returns

Returns include dividend reinvestment.

Period	USVM	IBTI
1 month	+4.06%	+0.18%
3 months	+15.43%	+0.32%
6 months	+16.97%	+0.56%
1 year	+32.75%	+2.98%
5 years(CAGR)	+10.39%	+0.19%
10 years(CAGR)	+11.01%	N/A
Max(CAGR)	+11.01%	+0.21%

Winner

USVM

+4.06%

IBTI

+0.18%

Winner

USVM

+15.43%

IBTI

+0.32%

Winner

USVM

+16.97%

IBTI

+0.56%

Winner

USVM

+32.75%

IBTI

+2.98%

5Y(CAGR)

Winner

USVM

+10.39%

IBTI

+0.19%

10Y(CAGR)

USVM

+11.01%

IBTI

N/A

Max(CAGR)

Winner

USVM

+11.01%

IBTI

+0.21%

USVM vs IBTI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	USVM	IBTI
2026	+17.54%	+0.27%
2025	+10.43%	+6.24%
2024	+17.15%	+2.84%
2023	+19.02%	+4.22%
2022	-14.21%	-10.75%
2021	+25.43%	-3.53%
2020	+11.94%	+3.65%
2019	+21.72%	N/A
2018	-10.13%	N/A
2017	+2.20%	N/A

USVM vs IBTI Drawdown Comparison

The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current USVM drawdown is -0.24%. The current IBTI drawdown is -3.91%.

Rank	USVM	IBTI
#1	-42.36% Aug 29, 2018 - Nov 16, 2020	-18.46% Aug 4, 2020 - Oct 20, 2022
#2	-25.27% Nov 8, 2021 - Feb 12, 2024	-4.63% Mar 9, 2020 - Apr 1, 2020
#3	-24.34% Nov 25, 2024 - Sep 11, 2025	-1.69% Apr 21, 2020 - Jul 17, 2020
#4	-9.16% Jan 23, 2018 - May 16, 2018	-0.94% Apr 3, 2020 - Apr 15, 2020
#5	-8.98% Jul 31, 2024 - Sep 19, 2024	-0.21% Apr 16, 2020 - Apr 20, 2020
#6	-8.42% Jul 1, 2021 - Aug 27, 2021	-0.19% Jul 23, 2020 - Jul 28, 2020
#7	-8.36% Feb 11, 2026 - Apr 14, 2026	-0.12% Jul 31, 2020 - Aug 4, 2020
#8	-7.96% Mar 15, 2021 - May 27, 2021	-0.04% Mar 3, 2020 - Mar 5, 2020
#9	-7.47% Feb 12, 2021 - Mar 11, 2021	-0.04% Apr 1, 2020 - Apr 3, 2020
#10	-7.41% Mar 28, 2024 - May 15, 2024	N/A
#11	-5.81% Sep 2, 2021 - Oct 25, 2021	N/A
#12	-4.96% Oct 3, 2025 - Nov 25, 2025	N/A
#13	-4.87% Jun 8, 2021 - Jul 1, 2021	N/A
#14	-4.57% May 15, 2024 - Jul 12, 2024	N/A
#15	-4.56% Nov 11, 2024 - Nov 25, 2024	N/A