USVM vs SPGM
Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed USVM, delivering a return of +11.5% compared to +11.0%
USVM vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USVM vs SPGM - Holdings Comparison
USVM and SPGM have 54 common holdings. Overlap is 0.57%
USVM's top 25 holdings weight is 15.41%. SPGM's top 25 holdings weight is 29.28%.
| Rank | USVM | SPGM |
|---|---|---|
| #1 | PINNACLE WEST CAPITAL CORP (PNW) - 0.80% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.75% | APPLE INC (AAPL) - 3.64% |
| #3 | ONE GAS INC (OGS) - 0.73% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | NEW JERSEY RESOURCES CORP (NJR) - 0.73% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.72% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | AVISTA CORP (AVA) - 0.69% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.69% | BROADCOM INC (AVGO) - 1.40% |
| #8 | AXIS CAPITAL HOLDINGS LTD (AXS) - 0.65% | n/a (TSM) - 1.38% |
| #9 | SPIRE INC (SR) - 0.65% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | ELLINGTON FINANCIAL INC (EFC) - 0.65% | TESLA INC (TSLA) - 1.06% |
| #11 | GENWORTH FINANCIAL INC (GNW) - 0.63% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | GREIF INC CLASS A (GEF) - 0.63% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | APPLE HOSPITALITY REIT INC (APLE) - 0.62% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | OTTER TAIL CORP (OTTR) - 0.61% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | ESSENT GROUP LTD (ESNT) - 0.61% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | AGNC INVESTMENT CORP (AGNC) - 0.61% | VISA INC CLASS A (V) - 0.58% |
| #17 | UNUM GROUP (UNM) - 0.59% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | ASSURED GUARANTY LTD (AGO) - 0.59% | CHEVRON CORP (CVX) - 0.53% |
| #19 | GLOBAL NET LEASE INC (GNL) - 0.58% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.58% | WALMART INC (WMT) - 0.51% |
| #21 | FIRST HORIZON CORP (FHN) - 0.47% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | n/a (GHC) - 0.46% | CHUBB LTD (CB) - 0.50% |
| #23 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.46% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | CORECIVIC INC (CXW) - 0.46% | NESTLE SA (n/a) - 0.50% |
| #25 | JACKSON FINANCIAL INC (JXN) - 0.45% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 248 | 2333 |
USVM vs SPGM - Historical Returns
Returns include dividend reinvestment.
USVM vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | USVM | SPGM |
|---|---|---|
| 2026 | +21.03% | +13.82% |
| 2025 | +10.43% | +23.70% |
| 2024 | +17.15% | +17.65% |
| 2023 | +19.02% | +21.33% |
| 2022 | -14.21% | -17.95% |
| 2021 | +25.43% | +20.77% |
| 2020 | +11.94% | +14.24% |
| 2019 | +21.72% | +26.23% |
| 2018 | -10.13% | -10.47% |
| 2017 | +2.20% | +22.11% |
| 2016 | N/A | +10.39% |
| 2015 | N/A | -2.10% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +20.65% |
| 2012 | N/A | +1.33% |
USVM vs SPGM Drawdown Comparison
The maximum drawdown for USVM was -42.36%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current USVM drawdown is -1.65%. The current SPGM drawdown is -0.29%.
| Rank | USVM | SPGM |
|---|---|---|
| #1 | -42.36% Aug 29, 2018 - Nov 16, 2020 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -25.27% Nov 8, 2021 - Feb 12, 2024 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -24.34% Nov 25, 2024 - Sep 11, 2025 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -9.16% Jan 23, 2018 - May 16, 2018 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -8.98% Jul 31, 2024 - Sep 19, 2024 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -8.42% Jul 1, 2021 - Aug 27, 2021 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -8.36% Feb 11, 2026 - Apr 14, 2026 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -7.96% Mar 15, 2021 - May 27, 2021 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -7.47% Feb 12, 2021 - Mar 11, 2021 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -7.41% Mar 28, 2024 - May 15, 2024 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -5.81% Sep 2, 2021 - Oct 25, 2021 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -4.96% Oct 3, 2025 - Nov 25, 2025 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -4.87% Jun 8, 2021 - Jul 1, 2021 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -4.57% May 15, 2024 - Jul 12, 2024 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between USVM and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
USVM vs SPGM dividend yield comparison.
| Year | USVM | SPGM |
|---|---|---|
| 2026 | 0.98% | 0.76% |
| 2025 | 1.84% | 1.89% |
| 2024 | 1.75% | 1.98% |
| 2023 | 1.63% | 2.09% |
| 2022 | 1.43% | 2.37% |
| 2021 | 0.70% | 1.94% |
| 2020 | 1.21% | 1.45% |
| 2019 | 1.77% | 2.46% |
| 2018 | 1.43% | 1.89% |
| 2017 | 0.65% | 2.29% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 3.70% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.75% |
| 2012 | 0.00% | 2.26% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks