See what your fund actually adds
VictoryShares US Small Mid Cap Value Momentum ETF USVM
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | USVM | Replication |
|---|---|---|
| Annualized growth | 9.5% | 6.9% |
| Annualized volatility | 18.3% | 18.6% |
| Sharpe ratio | 0.59 | 0.45 |
| Maximum drawdown | 24.5% | 24.8% |
| Replication fit (R²) | 0.97 · Tracking error 3.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model USVM’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJR | US Small Cap | 60.7% |
| IJH | US Mid Cap | 26.5% |
| VBR | Small-Cap · Value | 4.9% |
| MTUM | Factor · Momentum | 4.3% |
| XLV | Sector · Healthcare | 3.7% |