UIVM vs VTI
VictoryShares International Value Momentum ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, UIVM or VTI?
Large Cap Value against Large Cap Blend.
VTI has a lower expense ratio. UIVM led over 1Y, 3Y and 5Y, VTI over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | UIVM | VTI |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $348M | $666.9B |
| Dividend Yield | 3.04% | 1.03% |
| Holdings | 198 | 3,543 |
| YTD Return | +21.16%Best | +12.57% |
| 1Y Return | +28.84%Best | +17.22% |
| 3Y Return (annualized) | +26.34%Best | +20.87% |
| 5Y Return (annualized) | +13.09%Best | +11.86% |
| Volatility (annualized) | 15.9%Best | 16.7% |
| Max Drawdown | -46.1% | -35.0%Best |
| $10,000 over 5 years | $18,498Best | $17,514 |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 24, 2017 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 26, 2017 to Sep 11, 2026 (8.9 years).
UIVM vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.9 years both funds cover.
UIVM vs VTI Performance
VictoryShares International Value Momentum ETF (UIVM) is an ETF from Victory Capital Management Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year UIVM returned +28.84% while VTI returned +17.22%. Year to date, UIVM is up 21.16% versus a gain of 12.57% for VTI.
Over three years, UIVM compounded at +26.34% per year against +20.87% for VTI; over five years the annualized figures are +13.09% and +11.86% respectively. Across the full 9-year window we track, VTI has the edge at +13.54% annualized vs +7.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 15.9% for UIVM. 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 -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 VTI 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 3.04% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 195 holdings in UIVM and 2,787 in VTI, totalling 98.7% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 195 positions we hold weights for in UIVM and 2,787 in VTI, against full books of 198 and 3,543.
You are not choosing between two funds in isolation.
Whichever of UIVM and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, UIVM or VTI?
UIVM has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, UIVM or VTI?
Over the past year UIVM returned +28.84% vs +17.22% for VTI, so UIVM leads on 1-year performance. Over the longest common window we track (9 years), UIVM annualized +7.66% vs +13.54% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UIVM or VTI?
VTI has been the more volatile fund at 16.7% annualized versus 15.9% for UIVM. Worst drawdown: UIVM -46.1% vs VTI -35.0%.
Should I hold both UIVM and VTI?
UIVM and VTI have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, UIVM or VTI?
UIVM yields 3.04% while VTI yields 1.03%, so UIVM currently pays the higher dividend yield.
Is VTI better than UIVM?
VTI has a lower expense ratio. UIVM led over 1Y, 3Y and 5Y, VTI over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.