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ETFs

Victory Portfolios II VictoryShares US Small Mid Cap Value Momentum ETF

USVM
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Oct 24 2017
Expense Ratio
0.25%
Type
US Equities
Fund Owner
VictoryShares
Volume (1m avg. daily)
$169,992
AUM
$228,079,500
Associated Index
Nasdaq Victory US Small Mid Cap Value Momentum Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

n/a
CASH AND CASH EQUIVALENTS
0.69%
TAP
Molson Coors Beverage Company - Ordinary Shares - Class B
0.58%
NNN
NNN REIT Inc
0.58%
GTY
Getty Realty Corp.
0.57%
PNW
Pinnacle West Capital Corp.
0.57%
ADC
Agree Realty Corp.
0.56%
RDN
Radian Group, Inc.
0.56%
FCPT
Four Corners Property Trust Inc
0.55%
PSN
Parsons Corp
0.55%
CACI
Caci International Inc. - Registered Shares - Class A
0.54%
Invest with USVM

What is USVM?

Seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq Victory US Small Mid Cap Value Momentum Index*. The Index is designed to deliver exposure to equity securities of small and mid capitalization issuers that have higher exposure to value and momentum factors while also maintaining moderate turnover and lower realized volatility than traditional capitalization weighted indexes.

ETFs related toUSVM

ETFs correlated to USVM include DFAS, JPSE, SMLF

USVM
Victory Portfolios II - VictoryShares US Small Mid Cap Value Momentum ETF
DFAS
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
JPSE
J.P.Morgan Investment Management Inc. - JPMorgan Diversified Return U.S. Small Cap Equity ETF
SMLF
BlackRock Institutional Trust Company N.A. - iShares U.S. Small-Cap Equity Factor ETF
SPSM
SSgA Active Trust - SPDR Portfolio S&P 600 Small Cap ETF
FNDA
Schwab Strategic Trust - Schwab Fundamental U.S. Small Company Index ETF
VBR
Vanguard Group, Inc. - Vanguard Small Cap Value ETF
IJR
BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF
VIOO
Vanguard Group, Inc. - Vanguard S&P Small-Cap 600 ETF
SLY
SPDR Series Trust - SPDR S&P 600 Small Cap ETF
PRFZ
Invesco Capital Management LLC - Invesco FTSE RAFI US 1500 Small-Mid ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toUSVM

#SAM

Spread Across the Market

Category

Getting Defensive, Investing for the Long-Term

Risk Rating

Moderate

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with USVM using Composer

FAQ

USVM is a US Equities ETF. Seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq Victory US Small Mid Cap Value Momentum Index*. The Index is designed to deliver exposure to equity securities of small and mid capitalization issuers that have higher exposure to value and momentum factors while also maintaining moderate turnover and lower realized volatility than traditional capitalization weighted indexes.

USVM tracks the Nasdaq Victory US Small Mid Cap Value Momentum Index.

No, USVM is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, USVM is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on USVM is 0.0606%. This is the percent change in the value of USVM over the most recent 1-month period. The 3-month return on USVM is 0.0264%. This is the percent change in the value of USVM over the most recent 3-month period.

The standard deviation of USVM for the past year is 0.2186%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to USVM include SUSA, IGE, and SPHQ.

ETFs correlated to USVM include DFAS, JPSE, and SMLF.

ETFs that are inversely correlated to USVM include SBB, TWM, and TZA.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.