USVM vs ZROZ

Comparison between VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF (USVM, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceUSVM has outperformed ZROZ, delivering a return of +9.7% compared to -11.4%

USVM vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USVM(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.29%	0.15%
Max Drawdown	44.09%	67.48%
Sharpe Ratio	1.84	-0.21
5Y Beta	0.95	0.11
P/E Ratio	21.33	N/A
Forward P/E	13.10	N/A
5Y Dividends CAGR	19.47%	3.66%
5Y EPS CAGR	6.37%	N/A
Debt to Equity	32.74%	N/A
P/S Ratio	1.06	N/A
P/B Ratio	1.52	N/A

Net Assets

USVM

$1.40B

ZROZ

$1.40B

Expense Ratio

USVM

0.29%

Winner

ZROZ

0.15%

Max Drawdown

Winner

USVM

44.09%

ZROZ

67.48%

Sharpe Ratio

Winner

USVM

1.84

ZROZ

-0.21

5Y Beta

USVM

0.95

Winner

ZROZ

0.11

P/E Ratio

USVM

21.33

ZROZ

N/A

Forward P/E

USVM

13.10

ZROZ

N/A

5Y Dividends CAGR

Winner

USVM

19.47%

ZROZ

3.66%

5Y EPS CAGR

USVM

6.37%

ZROZ

N/A

Debt to Equity

USVM

32.74%

ZROZ

N/A

P/S Ratio

USVM

1.06

ZROZ

N/A

P/B Ratio

USVM

1.52

ZROZ

N/A

USVM vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	USVM	ZROZ
1 month	+5.53%	-1.33%
3 months	+4.33%	-0.95%
6 months	+17.65%	-4.75%
1 year	+33.98%	+0.27%
5 years(CAGR)	+9.71%	-11.36%
10 years(CAGR)	+10.70%	-3.79%
Max(CAGR)	+10.70%	+2.14%

Winner

USVM

+5.53%

ZROZ

-1.33%

Winner

USVM

+4.33%

ZROZ

-0.95%

Winner

USVM

+17.65%

ZROZ

-4.75%

Winner

USVM

+33.98%

ZROZ

+0.27%

5Y(CAGR)

Winner

USVM

+9.71%

ZROZ

-11.36%

10Y(CAGR)

Winner

USVM

+10.70%

ZROZ

-3.79%

Max(CAGR)

Winner

USVM

+10.70%

ZROZ

+2.14%

USVM vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	USVM	ZROZ
2026	+13.28%	-0.16%
2025	+10.43%	-1.87%
2024	+17.15%	-15.03%
2023	+19.02%	-1.52%
2022	-14.21%	-39.26%
2021	+25.43%	-4.79%
2020	+11.94%	+22.56%
2019	+21.72%	+20.05%
2018	-10.13%	-3.51%
2017	+2.20%	+13.87%
2016	N/A	-0.31%
2015	N/A	-7.39%
2014	N/A	+48.29%
2013	N/A	-19.11%
2012	N/A	+3.51%
2011	N/A	+61.75%
2010	N/A	+9.96%
2009	N/A	-6.29%

USVM vs ZROZ Drawdown Comparison

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

The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current USVM drawdown is -0.47%. The current ZROZ drawdown is -59.76%.

Rank	USVM	ZROZ
#1	-42.36% Aug 29, 2018 - Nov 16, 2020	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-25.27% Nov 8, 2021 - Feb 12, 2024	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-24.34% Nov 25, 2024 - Sep 11, 2025	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-9.16% Jan 23, 2018 - May 16, 2018	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-8.98% Jul 31, 2024 - Sep 19, 2024	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-8.42% Jul 1, 2021 - Aug 27, 2021	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-8.36% Feb 11, 2026 - Apr 14, 2026	-17.49% Dec 19, 2011 - May 17, 2012
#8	-7.96% Mar 15, 2021 - May 27, 2021	-15.67% Nov 27, 2009 - May 6, 2010
#9	-7.47% Feb 12, 2021 - Mar 11, 2021	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-7.41% Mar 28, 2024 - May 15, 2024	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-5.81% Sep 2, 2021 - Oct 25, 2021	-8.29% May 6, 2010 - May 20, 2010
#12	-4.96% Oct 3, 2025 - Nov 25, 2025	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-4.87% Jun 8, 2021 - Jul 1, 2021	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-4.57% May 15, 2024 - Jul 12, 2024	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-4.56% Nov 11, 2024 - Nov 25, 2024	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between USVM and ZROZ is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63

-101

Dividend Comparison (2009 - 2026)

USVM vs ZROZ dividend yield comparison.

Year	USVM	ZROZ
2026	0.57%	1.30%
2025	1.84%	4.96%
2024	1.75%	4.58%
2023	1.63%	3.52%
2022	1.43%	2.76%
2021	0.70%	1.60%
2020	1.21%	1.68%
2019	1.77%	2.22%
2018	1.43%	2.06%
2017	0.65%	2.53%
2016	0.00%	3.00%
2015	0.00%	2.98%
2014	0.00%	2.60%
2013	0.00%	4.28%
2012	0.00%	3.16%
2011	0.00%	2.99%
2010	0.00%	4.55%
2009	0.00%	0.74%