StockComparison Logo
vs

USVM vs RQI

Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and Cohen & Steers Quality Income Realty Fund Inc (RQI, ETF).

5-Year PerformanceUSVM has outperformed RQI, delivering a return of +11.0% compared to +3.4%

USVM vs RQI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USVM
$1.70B
Winner
RQI
$1.80B
Expense Ratio
USVM
0.29%
RQI
N/A
Max Drawdown
Winner
USVM
44.09%
RQI
94.10%
Sharpe Ratio
Winner
USVM
1.87
RQI
0.54
5Y Beta
USVM
0.92
Winner
RQI
0.52
P/E Ratio
USVM
22.91
RQI
N/A
Forward P/E
USVM
12.35
RQI
N/A
5Y Dividends CAGR
Winner
USVM
25.74%
RQI
5.25%
5Y EPS CAGR
USVM
10.24%
RQI
N/A
Debt to Equity
USVM
37.29%
RQI
N/A
P/S Ratio
USVM
0.92
RQI
N/A
P/B Ratio
USVM
1.65
RQI
N/A

USVM vs RQI - Historical Returns

Returns include dividend reinvestment.

1M
USVM
+1.64%
Winner
RQI
+2.70%
3M
Winner
USVM
+6.35%
RQI
-4.41%
6M
Winner
USVM
+11.44%
RQI
+3.73%
1Y
Winner
USVM
+35.25%
RQI
+11.72%
5Y(CAGR)
Winner
USVM
+10.99%
RQI
+3.36%
10Y(CAGR)
Winner
USVM
+11.22%
RQI
+7.32%
Max(CAGR)
Winner
USVM
+11.22%
RQI
+9.22%

USVM vs RQI - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearUSVMRQI
2026+21.03%+15.18%
2025+10.43%+2.35%
2024+17.15%+6.32%
2023+19.02%+12.47%
2022-14.21%-30.69%
2021+25.43%+60.01%
2020+11.94%-8.29%
2019+21.72%+56.16%
2018-10.13%-10.61%
2017+2.20%+9.34%
2016N/A+8.79%
2015N/A+7.86%
2014N/A+37.73%
2013N/A-2.82%
2012N/A+27.35%
2011N/A+5.15%
2010N/A+51.80%
2009N/A+67.79%
2008N/A-69.85%
2007N/A-31.77%
2006N/A+48.14%
2005N/A+7.49%
2004N/A+24.99%
2003N/A+46.65%
2002N/A-7.16%

USVM vs RQI Drawdown Comparison

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

The maximum drawdown for RQI was -91.53%, occurring on Mar 9, 2009. Recovery took 1967 trading sessions.

The current USVM drawdown is -1.65%. The current RQI drawdown is -5.82%.

RankUSVMRQI
#1-42.36%
Aug 29, 2018 - Nov 16, 2020
-91.53%
Feb 6, 2007 - Nov 26, 2014
#2-25.27%
Nov 8, 2021 - Feb 12, 2024
-59.09%
Oct 21, 2019 - Apr 7, 2021
#3-24.34%
Nov 25, 2024 - Sep 11, 2025
-41.03%
Dec 31, 2021 - Feb 10, 2026
#4-9.16%
Jan 23, 2018 - May 16, 2018
-24.76%
Apr 1, 2004 - Oct 28, 2004
#5-8.98%
Jul 31, 2024 - Sep 19, 2024
-21.79%
Jul 29, 2016 - Aug 17, 2018
#6-8.42%
Jul 1, 2021 - Aug 27, 2021
-19.00%
Aug 29, 2018 - Feb 1, 2019
#7-8.36%
Feb 11, 2026 - Apr 14, 2026
-16.57%
Jul 9, 2002 - Apr 2, 2003
#8-7.96%
Mar 15, 2021 - May 27, 2021
-16.04%
Dec 31, 2015 - Mar 29, 2016
#9-7.47%
Feb 12, 2021 - Mar 11, 2021
-15.86%
Jan 22, 2015 - Dec 28, 2015
#10-7.41%
Mar 28, 2024 - May 15, 2024
-13.93%
Jul 28, 2005 - Jan 6, 2006
#11-5.81%
Sep 2, 2021 - Oct 25, 2021
-11.96%
Dec 31, 2004 - May 11, 2005
#12-4.96%
Oct 3, 2025 - Nov 25, 2025
-11.74%
Mar 2, 2026 - Apr 17, 2026
#13-4.87%
Jun 8, 2021 - Jul 1, 2021
-10.28%
Sep 3, 2021 - Oct 26, 2021
#14-4.57%
May 15, 2024 - Jul 12, 2024
-9.59%
Oct 26, 2006 - Nov 21, 2006
#15-4.56%
Nov 11, 2024 - Nov 25, 2024
-9.36%
Mar 16, 2006 - Jul 11, 2006

Correlation

Correlation between USVM and RQI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2002 - 2026)

USVM vs RQI dividend yield comparison.

YearUSVMRQI
20260.98%5.02%
20251.84%9.54%
20241.75%7.84%
20231.63%7.84%
20221.43%10.41%
20210.70%5.27%
20201.21%7.74%
20191.77%6.79%
20181.43%9.27%
20170.65%7.59%
20160.00%7.86%
20150.00%7.86%
20140.00%6.23%
20130.00%7.59%
20120.00%7.09%
20110.00%8.50%
20100.00%6.30%
20090.00%6.75%
20080.00%48.16%
20070.00%21.94%
20060.00%15.38%
20050.00%14.46%
20040.00%7.40%
20030.00%8.49%
20020.00%7.24%

Select Stocks to Compare