USVMvsDESETF Comparison
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VictoryShares US Small Mid Cap Value Momentum ETF (USVM) belongs to the US Multi-Factor segment. WisdomTree U.S. SmallCap Dividend Fund (DES) is part of the US High Dividend segment. USVM's top 3 sector exposures are Finance, Healthcare and Technology. In contrast, DES's top sector exposures are Finance, Energy and Non-Energy Materials. USVM is less expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.38% for DES. USVM is up 14.6% year-to-date (YTD) with +$390M in YTD flows. DES performs better with 15.69% YTD performance, and -$26M in YTD flows. Run a side-by-side ETF comparison of USVM and DES below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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USVM vs DES performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | USVM DES | -3.58%-3.14% | -4.80%-4.96% | +14.60%+15.69% | +16.44%+16.55% | +69.80%+48.07% | +56.69%+37.51% |
| Flows | USVM DES | +$39M-$21M | +$94M+$1M | +$390M-$26M | +$452M-$78M | +$1.22B-$274M | +$1.17B-$149M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | USVM DES | +10.41%+10.48% | +13.80%+13.82% | +17.82%+18.50% | +19.31%+19.11% |
| Max drawdown | USVM DES | -7.92%-8.58% | -8.37%-8.58% | -24.35%-25.25% | -25.40%-25.25% |
| Max drawdown duration | USVM DES | 71d59d | 63d59d | 296d435d | 823d435d |
Trading data
USVM | DES | |
Last sale 10/15/2026 at 5:25 PM | $103.64 | $38.36 |
| Previous close 10/14/2026 | $102.93 | $38.04 |
| Consolidated volume 10/14/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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USVM | DES | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/15/2026 at 5:25 PM
Live
Closed
USVM | DES | |
|---|---|---|
| Last price | $103.64 | $38.36 |
| 1D performance | +0.68% | +0.84% |
| AuM | $1.73 B | $2.05 B |
| E/R | 0.29% | 0.38% |
Characteristics
USVM | DES | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | USAA | WisdomTree |
| Benchmark | Nasdaq Victory US Small Mid Cap Value Momentum Index | WisdomTree U.S. SmallCap Dividend Index |
| N° of holdings | 287 | 802 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 24, 2017 | June 16, 2006 |
| ESG | No | No |
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Exposure
Countries
USVM
USA
94.32%
Other
5.68%
DES
USA
98.38%
Other
1.62%
Sectors
USVM
Finance
33.71%
Healthcare
12.92%
Technology
8.52%
Industrials
7.96%
Energy
7.27%
Consumer Cyclical.
7.1%
Other
22.51%
DES
Finance
35.48%
Energy
10.48%
Non-Energy Materi.
9.42%
Consumer Cyclical.
9.07%
Industrials
8.52%
Other
27.02%
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Diversification
USVM
Total weight of top 15 holdings out of 15
10.09%
DES
Total weight of top 15 holdings out of 15
13.21%
Top 15 holdings
Data as of August 31, 2026
USVM
Pinnacle West Capital Corp.
0.75%
ONE Gas, Inc.
0.75%
Greif, Inc.
0.70%
Southwest Gas Holdings, Inc.
0.70%
Broadstone Net Lease, Inc.
0.70%
New Jersey Resources Corp.
0.68%
Spire Inc.
0.67%
Rush Enterprises, Inc.
0.67%
Ellington Financial, Inc.
0.66%
Portland General Electric Co.
0.66%
Essent Group Ltd.
0.64%
Unum Group
0.63%
Genworth Financial, Inc.
0.63%
Avista Corp.
0.63%
Otter Tail Corp.
0.62%
DES
TFS Financial Corp.
1.21%
EPR Properties
1.07%
Sonoco Products Co.
1.02%
PBF Energy, Inc.
0.98%
Kodiak Gas Services, Inc.
0.96%
Cal-Maine Foods, Inc.
0.92%
NorthWestern Energy Group, Inc.
0.89%
Patterson-UTI Energy, Inc.
0.87%
Travel + Leisure Co.
0.81%
OUTFRONT Media, Inc.
0.80%
Avnet, Inc.
0.79%
Iridium Communications, Inc.
0.76%
HA Sustainable Infrastructure Capital, Inc.
0.74%
Victory Capital Holdings, Inc.
0.71%
Archrock, Inc.
0.69%
Frequently asked questions about USVM and DES
How have the USVM and DES ETFs performed in 2026?
As of October 14, 2026, USVM is up 14.6% year-to-date (YTD), while DES has returned 15.69%. That puts DES better performer ahead so far this year.
Which ETF is attracting more investor money: USVM or DES?
Year-to-date, the USVM ETF saw +$390M in flows, compared to -$26M for DES.
Which ETF is more volatile: USVM or DES?
Over the past year, USVM had a volatility of 13.8%, while DES experienced 13.82%.
Which ETF is bigger: USVM or DES?
As of October 14, 2026, USVM holds $1.73 B in assets under management (AUM), while DES manages $2.05 B.
What sectors do the USVM and DES ETFs invest in?
USVM leans toward sectors like Finance, Healthcare and Technology. Meanwhile, DES focuses on Finance, Energy and Non-Energy Materials.
What are the top holdings of the USVM ETF and DES ETF?
USVM top holdings include Pinnacle West Capital Corp., ONE Gas, Inc. and Greif, Inc.. DES holds in its top three: TFS Financial Corp., EPR Properties and Sonoco Products Co..
Which ETF is more diversified: USVM or DES?
USVM holds 287 securities with 10.09% of its assets in the top 15. DES has 805 securities and a top 15 weight of 13.21%.
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