USVM vs PKW
Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed USVM, delivering a return of +10.5% compared to +10.2%
USVM vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USVM
$1.60B
PKW
$1.60B
Expense Ratio
Winner
USVM
0.29%
PKW
0.62%
Max Drawdown
Winner
USVM
44.09%
PKW
55.28%
Sharpe Ratio
Winner
USVM
1.76
PKW
0.99
5Y Beta
USVM
0.94
Winner
PKW
0.82
P/E Ratio
USVM
21.14
Winner
PKW
16.85
Forward P/E
USVM
12.74
Winner
PKW
11.37
5Y Dividends CAGR
Winner
USVM
21.01%
PKW
4.77%
5Y EPS CAGR
USVM
7.98%
Winner
PKW
9.74%
Debt to Equity
Winner
USVM
17.95%
PKW
56.08%
P/S Ratio
Winner
USVM
0.95
PKW
1.18
P/B Ratio
Winner
USVM
1.59
PKW
2.29
USVM vs PKW - Holdings Comparison
USVM and PKW have 42 common holdings. Overlap is 8.10%
USVM's top 25 holdings weight is 14.45%. PKW's top 25 holdings weight is 60.10%.
| Rank | USVM | PKW |
|---|---|---|
| #1 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.76% | CITIGROUP INC (C) - 5.53% |
| #2 | TD SYNNEX CORP (SNX) - 0.73% | ADOBE INC (ADBE) - 5.15% |
| #3 | ELLINGTON FINANCIAL INC (EFC) - 0.70% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | APPLE HOSPITALITY REIT INC (APLE) - 0.66% | n/a (JCI) - 4.53% |
| #5 | DYNEX CAPITAL INC (DX) - 0.65% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.65% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | AVISTA CORP (AVA) - 0.64% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | BLACK HILLS CORP (BKH) - 0.60% | AFLAC INC (AFL) - 2.71% |
| #9 | ONE GAS INC (OGS) - 0.60% | EBAY INC (EBAY) - 2.34% |
| #10 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.59% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | AGNC INVESTMENT CORP (AGNC) - 0.59% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | FEDERATED HERMES INC CLASS B (FHI) - 0.56% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | FRANKLIN RESOURCES INC (BEN) - 0.56% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | HIGHWOODS PROPERTIES INC (HIW) - 0.56% | JABIL INC (JBL) - 1.73% |
| #15 | NORTHWEST NATURAL HOLDING CO (NWN) - 0.56% | THE KROGER CO (KR) - 1.61% |
| #16 | SPIRE INC (SR) - 0.55% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | NETSTREIT CORP ORDINARY SHARES (NTST) - 0.55% | FISERV INC (FISV) - 1.56% |
| #18 | OTTER TAIL CORP (OTTR) - 0.55% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | UNUM GROUP (UNM) - 0.55% | M&T BANK CORP (MTB) - 1.40% |
| #20 | n/a (RLJ) - 0.54% | TAPESTRY INC (TPR) - 1.33% |
| #21 | FIRST FINANCIAL BANCORP (FFBC) - 0.46% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | FIRSTCASH HOLDINGS INC (FCFS) - 0.46% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.46% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | BANK OZK (OZK) - 0.46% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.46% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 252 | 228 |
USVM vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USVM
+4.62%
PKW
+3.06%
3M
Winner
USVM
+15.00%
PKW
+6.78%
6M
Winner
USVM
+17.30%
PKW
+3.12%
1Y
Winner
USVM
+32.29%
PKW
+16.28%
5Y(CAGR)
USVM
+10.18%
Winner
PKW
+10.49%
10Y(CAGR)
USVM
+11.08%
Winner
PKW
+13.65%
Max(CAGR)
Winner
USVM
+11.08%
PKW
+10.42%
USVM vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | USVM | PKW |
|---|---|---|
| 2026 | +18.17% | +3.85% |
| 2025 | +10.43% | +17.82% |
| 2024 | +17.15% | +16.80% |
| 2023 | +19.02% | +17.54% |
| 2022 | -14.21% | -10.32% |
| 2021 | +25.43% | +34.49% |
| 2020 | +11.94% | +7.44% |
| 2019 | +21.72% | +33.50% |
| 2018 | -10.13% | -11.24% |
| 2017 | +2.20% | +17.10% |
| 2016 | N/A | +14.54% |
| 2015 | N/A | -4.08% |
| 2014 | N/A | +13.67% |
| 2013 | N/A | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
USVM vs PKW Drawdown Comparison
The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
| Rank | USVM | PKW |
|---|---|---|
| #1 | -42.36% Aug 29, 2018 - Nov 16, 2020 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -25.27% Nov 8, 2021 - Feb 12, 2024 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -24.34% Nov 25, 2024 - Sep 11, 2025 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -9.16% Jan 23, 2018 - May 16, 2018 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -8.98% Jul 31, 2024 - Sep 19, 2024 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -8.42% Jul 1, 2021 - Aug 27, 2021 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -8.36% Feb 11, 2026 - Apr 14, 2026 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -7.96% Mar 15, 2021 - May 27, 2021 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -7.47% Feb 12, 2021 - Mar 11, 2021 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -7.41% Mar 28, 2024 - May 15, 2024 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -5.81% Sep 2, 2021 - Oct 25, 2021 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -4.96% Oct 3, 2025 - Nov 25, 2025 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -4.87% Jun 8, 2021 - Jul 1, 2021 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -4.57% May 15, 2024 - Jul 12, 2024 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between USVM and PKW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
USVM vs PKW dividend yield comparison.
| Year | USVM | PKW |
|---|---|---|
| 2026 | 0.72% | 0.34% |
| 2025 | 1.84% | 0.99% |
| 2024 | 1.75% | 0.86% |
| 2023 | 1.63% | 1.17% |
| 2022 | 1.43% | 1.22% |
| 2021 | 0.70% | 0.72% |
| 2020 | 1.21% | 1.48% |
| 2019 | 1.77% | 1.30% |
| 2018 | 1.43% | 1.30% |
| 2017 | 0.65% | 0.65% |
| 2016 | 0.00% | 1.59% |
| 2015 | 0.00% | 1.14% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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