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 +11.3% compared to +10.4%
USVM vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USVM vs SPGM - Holdings Comparison
USVM and SPGM have 53 common holdings. Overlap is 0.54%
USVM's top 25 holdings weight is 14.45%. SPGM's top 25 holdings weight is 29.28%.
| Rank | USVM | SPGM |
|---|---|---|
| #1 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.76% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | TD SYNNEX CORP (SNX) - 0.73% | APPLE INC (AAPL) - 3.64% |
| #3 | ELLINGTON FINANCIAL INC (EFC) - 0.70% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | APPLE HOSPITALITY REIT INC (APLE) - 0.66% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | DYNEX CAPITAL INC (DX) - 0.65% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 0.65% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | AVISTA CORP (AVA) - 0.64% | BROADCOM INC (AVGO) - 1.40% |
| #8 | BLACK HILLS CORP (BKH) - 0.60% | n/a (TSM) - 1.38% |
| #9 | ONE GAS INC (OGS) - 0.60% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.59% | TESLA INC (TSLA) - 1.06% |
| #11 | AGNC INVESTMENT CORP (AGNC) - 0.59% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | FEDERATED HERMES INC CLASS B (FHI) - 0.56% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | FRANKLIN RESOURCES INC (BEN) - 0.56% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | HIGHWOODS PROPERTIES INC (HIW) - 0.56% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | NORTHWEST NATURAL HOLDING CO (NWN) - 0.56% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | SPIRE INC (SR) - 0.55% | VISA INC CLASS A (V) - 0.58% |
| #17 | NETSTREIT CORP ORDINARY SHARES (NTST) - 0.55% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | OTTER TAIL CORP (OTTR) - 0.55% | CHEVRON CORP (CVX) - 0.53% |
| #19 | UNUM GROUP (UNM) - 0.55% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | n/a (RLJ) - 0.54% | WALMART INC (WMT) - 0.51% |
| #21 | FIRST FINANCIAL BANCORP (FFBC) - 0.46% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | FIRSTCASH HOLDINGS INC (FCFS) - 0.46% | CHUBB LTD (CB) - 0.50% |
| #23 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.46% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | BANK OZK (OZK) - 0.46% | NESTLE SA (n/a) - 0.50% |
| #25 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.46% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 252 | 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 | +17.54% | +9.92% |
| 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% | +27.70% |
| 2018 | -10.13% | -8.85% |
| 2017 | +2.20% | +25.00% |
| 2016 | N/A | +12.47% |
| 2015 | N/A | +1.18% |
| 2014 | N/A | +13.98% |
| 2013 | N/A | +22.99% |
| 2012 | N/A | +3.69% |
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 -0.24%. The current SPGM drawdown is -2.70%.
| 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 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -9.16% Jan 23, 2018 - May 16, 2018 | -17.94% Jan 26, 2018 - Apr 29, 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 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -7.41% Mar 28, 2024 - May 15, 2024 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -5.81% Sep 2, 2021 - Oct 25, 2021 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -4.96% Oct 3, 2025 - Nov 25, 2025 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -4.87% Jun 8, 2021 - Jul 1, 2021 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -4.57% May 15, 2024 - Jul 12, 2024 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between USVM and SPGM is 0.98 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 | 0.72% | 0.79% |
| 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% | 3.49% |
| 2018 | 1.43% | 3.77% |
| 2017 | 0.65% | 4.57% |
| 2016 | 0.00% | 3.74% |
| 2015 | 0.00% | 7.40% |
| 2014 | 0.00% | 4.37% |
| 2013 | 0.00% | 3.49% |
| 2012 | 0.00% | 4.52% |
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