USVM vs VXUS
VictoryShares US Small Mid Cap Value Momentum ETF vs Vanguard Total International Stock ETF
Which is better, USVM or VXUS?
Small Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. USVM led over 1Y, 5Y and the full window, VXUS over 3Y.
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 | USVM | VXUS |
|---|---|---|
| Expense Ratio | 0.29% | 0.05%Best |
| AUM | $1.8B | $158.1B |
| Dividend Yield | 1.85% | 2.51% |
| Holdings | 289 | 8,747 |
| YTD Return | +16.44%Best | +13.64% |
| 1Y Return | +20.92%Best | +20.82% |
| 3Y Return (annualized) | +18.85% | +19.58%Best |
| 5Y Return (annualized) | +10.35%Best | +9.14% |
| Volatility (annualized) | 20.2% | 15.7%Best |
| Max Drawdown | -44.1% | -39.9%Best |
| $10,000 over 5 years | $16,363Best | $15,485 |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Oct 24, 2017 | Jan 26, 2011 |
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 17, 2026 (8.9 years).
USVM vs VXUS 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.
USVM vs VXUS Performance
VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is an ETF from Victory Capital Management Inc. and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year USVM returned +20.92% while VXUS returned +20.82%. Year to date, USVM is up 16.44% versus a gain of 13.64% for VXUS.
Over three years, USVM compounded at +18.85% per year against +19.58% for VXUS; over five years the annualized figures are +10.35% and +9.14% respectively. Across the full 9-year window we track, USVM has the edge at +9.93% annualized vs +7.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
USVM has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 15.7% for VXUS. 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 -44.1% for USVM and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
USVM charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, USVM currently yields 1.85% against 2.51% for VXUS.
Holdings Overlap
At least 0.3% of USVM's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 287 positions we hold weights for in USVM and 8,082 in VXUS, against full books of 289 and 8,747.
Top Shared Holdings
| Stock | Weight in USVM | Weight in VXUS | Difference |
|---|---|---|---|
| SIG:LNSignet Jewelers Limited Common Shares | 0.25% | 0.02% | 0.23% |
You are not choosing between two funds in isolation.
Whichever of USVM and VXUS 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, USVM or VXUS?
USVM has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, USVM or VXUS?
Over the past year USVM returned +20.92% vs +20.82% for VXUS, so USVM leads on 1-year performance. Over the longest common window we track (9 years), USVM annualized +9.93% vs +7.15% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, USVM or VXUS?
USVM has been the more volatile fund at 20.2% annualized versus 15.7% for VXUS. Worst drawdown: USVM -44.1% vs VXUS -39.9%.
Should I hold both USVM and VXUS?
USVM and VXUS have a monthly-return correlation of 0.81, 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, USVM or VXUS?
USVM yields 1.85% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than USVM?
VXUS has a lower expense ratio. USVM led over 1Y, 5Y and the full window, VXUS over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.