VSMV vs SPY
Comparison between VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF (VSMV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VSMV, delivering a return of +13.4% compared to +11.4%
VSMV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VSMV
$157M
Winner
SPY
$784B
Expense Ratio
VSMV
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
VSMV
31.45%
SPY
56.47%
Sharpe Ratio
Winner
VSMV
2.01
SPY
1.50
5Y Beta
Winner
VSMV
0.57
SPY
1.00
P/E Ratio
Winner
VSMV
19.36
SPY
28.29
Forward P/E
Winner
VSMV
16.61
SPY
21.76
PEG Ratio
VSMV
0.33
SPY
N/A
5Y Dividends CAGR
Winner
VSMV
6.46%
SPY
5.43%
5Y EPS CAGR
VSMV
15.40%
Winner
SPY
25.98%
Debt to Equity
VSMV
49.85%
Winner
SPY
30.79%
P/S Ratio
Winner
VSMV
1.63
SPY
3.79
P/B Ratio
Winner
VSMV
5.00
SPY
5.67
VSMV vs SPY - Holdings Comparison
VSMV and SPY have 54 common holdings. Overlap is 17.63%
VSMV's top 25 holdings weight is 84.69%. SPY's top 25 holdings weight is 52.46%.
| Rank | VSMV | SPY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 10.91% | NVIDIA CORP (NVDA) - 8.30% |
| #2 | QUALCOMM INC (QCOM) - 5.86% | APPLE INC (AAPL) - 7.09% |
| #3 | LAM RESEARCH CORP (LRCX) - 4.92% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | KLA CORP (KLAC) - 4.28% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | WALMART INC (WMT) - 3.62% | BROADCOM INC (AVGO) - 3.50% |
| #6 | JOHNSON & JOHNSON (JNJ) - 3.57% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #7 | EXXON MOBIL CORP (XOM) - 3.51% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #8 | ALTRIA GROUP INC (MO) - 3.30% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #9 | TJX COMPANIES INC (TJX) - 3.10% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | THE CIGNA GROUP (CI) - 3.10% | TESLA INC (TSLA) - 1.83% |
| #11 | SALESFORCE INC (CRM) - 2.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #12 | ALLSTATE CORP (ALL) - 2.99% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | ADOBE INC (ADBE) - 2.96% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | COSTCO WHOLESALE CORP (COST) - 2.95% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #15 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.92% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | CBOE GLOBAL MARKETS INC (CBOE) - 2.91% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 2.75% | VISA INC CLASS A (V) - 0.82% |
| #18 | LOCKHEED MARTIN CORP (LMT) - 2.69% | INTEL CORP (INTC) - 0.78% |
| #19 | THE KROGER CO (KR) - 2.58% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 2.49% | WALMART INC (WMT) - 0.76% |
| #21 | REPUBLIC SERVICES INC (RSG) - 2.16% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #22 | INTUIT INC (INTU) - 2.13% | CATERPILLAR INC (CAT) - 0.65% |
| #23 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.06% | ORACLE CORP (ORCL) - 0.64% |
| #24 | L3HARRIS TECHNOLOGIES INC (LHX) - 1.99% | LAM RESEARCH CORP (LRCX) - 0.64% |
| #25 | T-MOBILE US INC (TMUS) - 1.95% | APPLIED MATERIALS INC (AMAT) - 0.60% |
| Total Holdings | 62 | 505 |
VSMV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VSMV
+1.59%
SPY
+0.48%
3M
VSMV
+5.97%
Winner
SPY
+11.67%
6M
Winner
VSMV
+9.65%
SPY
+9.42%
1Y
Winner
VSMV
+24.95%
SPY
+24.27%
5Y(CAGR)
VSMV
+11.42%
Winner
SPY
+13.36%
10Y(CAGR)
VSMV
+12.39%
Winner
SPY
+15.42%
Max(CAGR)
Winner
VSMV
+12.39%
SPY
+8.49%
VSMV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VSMV | SPY |
|---|---|---|
| 2026 | +9.62% | +8.88% |
| 2025 | +17.41% | +18.00% |
| 2024 | +15.49% | +25.59% |
| 2023 | +12.53% | +26.72% |
| 2022 | -7.18% | -18.64% |
| 2021 | +27.07% | +30.52% |
| 2020 | +5.38% | +17.28% |
| 2019 | +27.51% | +31.09% |
| 2018 | -1.12% | -5.24% |
| 2017 | +11.48% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
VSMV vs SPY Drawdown Comparison
The maximum drawdown for VSMV was -31.33%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VSMV drawdown is -0.10%. The current SPY drawdown is -2.35%.
| Rank | VSMV | SPY |
|---|---|---|
| #1 | -31.33% Feb 13, 2020 - Dec 16, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.96% Apr 8, 2022 - Jul 21, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -15.89% Oct 3, 2018 - Apr 23, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.22% Nov 26, 2024 - Jul 23, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.28% Dec 29, 2021 - Mar 29, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.65% Jan 29, 2018 - Aug 2, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.00% Jul 25, 2023 - Dec 1, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.34% Aug 16, 2021 - Oct 22, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.18% Feb 27, 2026 - Apr 30, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.14% Mar 28, 2024 - Jun 13, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.94% Jul 29, 2019 - Sep 5, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.94% Jan 26, 2021 - Mar 15, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.32% Jul 17, 2024 - Aug 16, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.49% May 6, 2019 - Jun 7, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.30% May 10, 2021 - Jul 1, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VSMV and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
VSMV vs SPY dividend yield comparison.
| Year | VSMV | SPY |
|---|---|---|
| 2026 | 0.60% | 0.24% |
| 2025 | 1.35% | 1.07% |
| 2024 | 1.36% | 1.21% |
| 2023 | 1.77% | 1.40% |
| 2022 | 1.99% | 1.65% |
| 2021 | 1.36% | 1.20% |
| 2020 | 2.01% | 1.52% |
| 2019 | 2.00% | 1.75% |
| 2018 | 2.42% | 2.04% |
| 2017 | 1.11% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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