UIVM vs VOO

UIVM vs VOO
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VOO has a lower expense ratio. UIVM delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: UIVMMore Diversified: VOO

Side-by-Side Comparison

MetricUIVMVOOWinner
Expense Ratio0.35%0.03%
AUM$344M$997.4B
Dividend Yield3.05%1.08%
Holdings206509
YTD Return+21.74%+12.68%
1Y Return+32.00%+21.87%
3Y Return (annualized)+27.69%+22.06%
5Y Return (annualized)+13.85%+12.95%
Volatility (annualized)16.0%14.1%
Max Drawdown-46.1%-34.3%
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryEquityEquity
InceptionOct 24, 2017Sep 7, 2010

UIVM vs VOO Performance

VictoryShares International Value Momentum ETF (UIVM) is a ETF from Victory Capital Management Inc. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year UIVM returned +32.00% while VOO returned +21.87%. Year to date, UIVM is up 21.74% versus a gain of 12.68% for VOO.

Over three years, UIVM compounded at +27.69% per year against +22.06% for VOO; over five years the annualized figures are +13.85% and +12.95% respectively. Across the full 9-year window we track, VOO has the edge at +13.47% annualized vs +7.77%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UIVM has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -46.1% for UIVM and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

UIVM charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, UIVM currently yields 3.05% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

UIVM and VOO share 0 holdings out of 699 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, UIVM or VOO?

UIVM has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, UIVM or VOO?

Over the past year UIVM returned +32.00% vs +21.87% for VOO, so UIVM leads on 1-year performance. Over the longest common window we track (9 years), UIVM annualized +7.77% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, UIVM or VOO?

UIVM has been the more volatile fund at 16.0% annualized versus 14.1% for VOO. Worst drawdown: UIVM -46.1% vs VOO -34.3%.

Should I hold both UIVM and VOO?

UIVM and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between UIVM and VOO?

UIVM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 699 unique securities.

Which pays a higher dividend, UIVM or VOO?

UIVM yields 3.05% while VOO yields 1.08%, so UIVM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free