VSMV vs STOX
Comparison between VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF (VSMV, ETF) and HORIZON CORE EQUITY ETF (STOX, ETF).
VSMV vs STOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VSMV
$156M
Winner
STOX
$156M
Expense Ratio
Winner
VSMV
0.35%
STOX
0.70%
Max Drawdown
VSMV
31.45%
Winner
STOX
9.33%
Sharpe Ratio
Winner
VSMV
1.93
STOX
1.26
5Y Beta
Winner
VSMV
0.57
STOX
0.99
P/E Ratio
Winner
VSMV
19.25
STOX
27.23
Forward P/E
Winner
VSMV
16.77
STOX
20.34
PEG Ratio
Winner
VSMV
0.31
STOX
0.35
5Y Dividends CAGR
VSMV
7.22%
STOX
N/A
5Y EPS CAGR
VSMV
15.78%
Winner
STOX
25.54%
Debt to Equity
VSMV
50.76%
Winner
STOX
5.19%
P/S Ratio
Winner
VSMV
1.60
STOX
3.67
P/B Ratio
Winner
VSMV
5.01
STOX
5.83
VSMV vs STOX - Holdings Comparison
VSMV and STOX have 37 common holdings. Overlap is 19.74%
VSMV's top 25 holdings weight is 84.23%. STOX's top 25 holdings weight is 56.60%.
| Rank | VSMV | STOX |
|---|---|---|
| #1 | APPLE INC (AAPL) - 11.29% | NVIDIA CORP (NVDA) - 6.25% |
| #2 | LAM RESEARCH CORP (LRCX) - 5.35% | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 6.15% |
| #3 | KLA CORP (KLAC) - 4.98% | APPLE INC (AAPL) - 5.97% |
| #4 | QUALCOMM INC (QCOM) - 4.25% | ALPHABET INC CLASS A (GOOGL) - 5.71% |
| #5 | JOHNSON & JOHNSON (JNJ) - 3.99% | MICROSOFT CORP (MSFT) - 4.04% |
| #6 | ALLSTATE CORP (ALL) - 3.56% | BROADCOM INC (AVGO) - 2.92% |
| #7 | WALMART INC (WMT) - 3.51% | MICRON TECHNOLOGY INC (MU) - 2.84% |
| #8 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.45% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.59% |
| #9 | THE CIGNA GROUP (CI) - 3.39% | ELI LILLY AND CO (LLY) - 2.13% |
| #10 | ALTRIA GROUP INC (MO) - 3.24% | AMAZON.COM INC (AMZN) - 1.82% |
| #11 | TJX COMPANIES INC (TJX) - 2.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.82% |
| #12 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.86% | META PLATFORMS INC CLASS A (META) - 1.63% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 2.85% | JOHNSON & JOHNSON (JNJ) - 1.47% |
| #14 | SALESFORCE INC (CRM) - 2.83% | EXXON MOBIL CORP (XOM) - 1.27% |
| #15 | COSTCO WHOLESALE CORP (COST) - 2.75% | APPLIED MATERIALS INC (AMAT) - 1.21% |
| #16 | ADOBE INC (ADBE) - 2.75% | LAM RESEARCH CORP (LRCX) - 1.07% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 2.64% | WALMART INC (WMT) - 1.07% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 2.44% | MASTERCARD INC CLASS A (MA) - 1.00% |
| #19 | THE KROGER CO (KR) - 2.38% | COSTCO WHOLESALE CORP (COST) - 0.96% |
| #20 | REPUBLIC SERVICES INC (RSG) - 2.33% | MERCK & CO INC (MRK) - 0.81% |
| #21 | CBOE GLOBAL MARKETS INC (CBOE) - 2.29% | THE HOME DEPOT INC (HD) - 0.80% |
| #22 | DOLLAR GENERAL CORP (DG) - 2.13% | COCA-COLA CO (KO) - 0.79% |
| #23 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.05% | PROCTER & GAMBLE CO (PG) - 0.76% |
| #24 | INTUIT INC (INTU) - 2.00% | CHEVRON CORP (CVX) - 0.76% |
| #25 | T-MOBILE US INC (TMUS) - 1.94% | TJX COMPANIES INC (TJX) - 0.76% |
| Total Holdings | 62 | 170 |
VSMV vs STOX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VSMV
+1.18%
STOX
+0.96%
3M
VSMV
+3.32%
Winner
STOX
+6.78%
6M
VSMV
+6.64%
Winner
STOX
+9.44%
1Y
Winner
VSMV
+23.48%
STOX
+20.75%
5Y(CAGR)
VSMV
+10.85%
STOX
N/A
10Y(CAGR)
VSMV
+12.17%
STOX
N/A
Max(CAGR)
VSMV
+12.17%
Winner
STOX
+22.00%
VSMV vs STOX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | VSMV | STOX |
|---|---|---|
| 2026 | +9.04% | +9.84% |
| 2025 | +17.41% | +12.56% |
| 2024 | +15.49% | N/A |
| 2023 | +12.53% | N/A |
| 2022 | -7.18% | N/A |
| 2021 | +27.07% | N/A |
| 2020 | +5.38% | N/A |
| 2019 | +27.51% | N/A |
| 2018 | -1.12% | N/A |
| 2017 | +11.48% | N/A |
VSMV vs STOX Drawdown Comparison
The maximum drawdown for VSMV was -31.33%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The maximum drawdown for STOX was -9.33%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.
The current VSMV drawdown is -0.87%. The current STOX drawdown is -0.78%.
| Rank | VSMV | STOX |
|---|---|---|
| #1 | -31.33% Feb 13, 2020 - Dec 16, 2020 | -9.33% Feb 2, 2026 - Apr 15, 2026 |
| #2 | -17.96% Apr 8, 2022 - Jul 21, 2023 | -5.03% Oct 29, 2025 - Dec 10, 2025 |
| #3 | -15.89% Oct 3, 2018 - Apr 23, 2019 | -3.95% Jun 2, 2026 - Jul 10, 2026 |
| #4 | -13.22% Nov 26, 2024 - Jul 23, 2025 | -3.06% Dec 11, 2025 - Dec 23, 2025 |
| #5 | -9.28% Dec 29, 2021 - Mar 29, 2022 | -2.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -7.65% Jan 29, 2018 - Aug 2, 2018 | -2.63% Jan 12, 2026 - Jan 27, 2026 |
| #7 | -7.00% Jul 25, 2023 - Dec 1, 2023 | -1.93% Jul 30, 2025 - Aug 6, 2025 |
| #8 | -5.34% Aug 16, 2021 - Oct 22, 2021 | -1.85% May 14, 2026 - May 26, 2026 |
| #9 | -5.18% Feb 27, 2026 - Apr 30, 2026 | -1.71% Jul 10, 2026 - Jul 20, 2026 |
| #10 | -5.14% Mar 28, 2024 - Jun 13, 2024 | -1.52% Aug 14, 2025 - Aug 28, 2025 |
| #11 | -4.94% Jul 29, 2019 - Sep 5, 2019 | -1.35% Aug 28, 2025 - Sep 4, 2025 |
| #12 | -4.94% Jan 26, 2021 - Mar 15, 2021 | -1.30% Sep 22, 2025 - Oct 1, 2025 |
| #13 | -4.32% Jul 17, 2024 - Aug 16, 2024 | -1.18% Jun 30, 2025 - Jul 17, 2025 |
| #14 | -3.49% May 6, 2019 - Jun 7, 2019 | -1.15% Apr 17, 2026 - Apr 22, 2026 |
| #15 | -3.30% May 10, 2021 - Jul 1, 2021 | -1.11% Dec 24, 2025 - Jan 6, 2026 |
Correlation
Correlation between VSMV and STOX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
VSMV vs STOX dividend yield comparison.
| Year | VSMV | STOX |
|---|---|---|
| 2026 | 0.70% | 0.00% |
| 2025 | 1.35% | 0.19% |
| 2024 | 1.36% | 0.00% |
| 2023 | 1.77% | 0.00% |
| 2022 | 1.99% | 0.00% |
| 2021 | 1.36% | 0.00% |
| 2020 | 2.01% | 0.00% |
| 2019 | 2.00% | 0.00% |
| 2018 | 2.42% | 0.00% |
| 2017 | 1.11% | 0.00% |
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