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USVMvsFNDAETF Comparison

ETF 1
USVM

VictoryShares US Small Mid Cap Value Momentum ETF

This fund is part of
US Multi-Factor
+0.99%
VS
ETF 2
FNDA

Schwab Fundamental U.S. Small Company Index ETF

This fund is part of
US Small Cap
+1.87%

VictoryShares US Small Mid Cap Value Momentum ETF (USVM) belongs to the US Multi-Factor segment. Schwab Fundamental U.S. Small Company Index ETF (FNDA) is part of the US Small Cap segment. USVM's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, FNDA's top sector exposures are Industrials, Financials and Information Technology. USVM is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.25% for FNDA. USVM is up 13.61% year-to-date (YTD) with +$217M in YTD flows. FNDA performs worse with 13.24% YTD performance, and +$74M in YTD flows. Run a side-by-side ETF comparison of USVM and FNDA 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 FNDA performance and flow charts

Performance

024681012%Mar 30Apr 7Apr 14Apr 21Apr 28

Cumulative Flows

-10 M0 M10 M20 M30 MMar 30Apr 7Apr 14Apr 21Apr 28

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Historic performance and flows
Data as of 04/30/2026
1M3MYTD1Y3Y5Y
Perf.
USVM
FNDA
+11.64%+12.70%
+7.97%+7.11%
+13.61%+13.24%
+37.35%+37.32%
+71.85%+55.86%
+61.05%+46.93%
Flows
USVM
FNDA
+$25M+$23M
+$106M+$41M
+$217M+$74M
+$389M-$341M
+$1.04B+$844M
+$991M+$3.06B
Volatility and drawdown
3M1Y3Y5Y
Volatility
USVM
FNDA
+16.88%+19.05%
+15.17%+17.78%
+18.15%+19.77%
+19.79%+20.97%
Max drawdown
USVM
FNDA
-8.37%-9.44%
-8.37%-9.44%
-24.35%-25.89%
-25.40%-25.89%
Max drawdown duration
USVM
FNDA
63d66d
63d66d
296d379d
823d379d
Trading data

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USVM
FNDA
Last sale
5/1/2026 at 1:30 PM
$102.90
$35.70
Previous close
04/29/2026
$103.05
$35.61
Consolidated volume
04/29/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of April 30, 2026
1-year trailing difference

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USVM
FNDA
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
USVM
FNDA
Last price
$102.90
$35.70
1D performance
-0.14%
+0.25%
AuM$1.57 B$10.22 B
E/R0.29%0.25%
Characteristics
USVM
FNDA
Management strategyPassivePassive
ProviderUSAASchwab ETFs
BenchmarkNasdaq Victory US Small Mid Cap Value Momentum IndexRAFI Fundamental High Liquidity US Small Index
N° of holdings270850
Asset class--
Trailing 12m distribution yield
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Inception dateOctober 24, 2017August 15, 2013
ESGNoNo
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Exposure

Countries

USVM
USA
87.89%
Other
12.11%
FNDA
USA
95.1%
Other
4.9%

Sectors

USVM
Financials
24.55%
Industrials
11.27%
Consumer Discreti.
10.71%
Information Techn.
9.41%
Health Care
9.18%
Other
34.89%
FNDA
Industrials
17.47%
Financials
14.68%
Information Techn.
12.66%
Consumer Discreti.
11.9%
Real Estate
7.84%
Other
35.46%
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Diversification

USVM

Total weight of top 15 holdings out of 15

10.07%
FNDA

Total weight of top 15 holdings out of 15

6.11%

Top 15 holdings

Data as of March 31, 2026
USVM
ONE GAS INC
0.77%
SPIRE INC
0.73%
AVISTA
0.73%
DYNEX CAPITAL REIT
0.71%
PORTLAND GENERAL ELECTRIC
0.70%
ELLINGTON FINANCIAL INC
0.70%
NW NATURAL HOLDING COMPANY
0.70%
BROADSTONE NET LEASE
0.66%
BLACK HILLS
0.65%
AGNC INVESTMENT CORP
0.63%
BLACKSTONE MORTGAGE TRUST INC
0.63%
FEDERATED HERMES
0.62%
ASSURED GUARANTY
0.62%
UGI
0.61%
OTTER TAIL PWR
0.61%
FNDA
LUMENTUM HOLDINGS
0.83%
COMPASS
0.43%
ECHOSTAR
0.41%
US19247G1076
0.40%
MKS INSTRUMENTS
0.40%
CRESCENT ENERGY COMPANY
0.38%
TRONOX HOLDINGS PLC
0.38%
PAR PACIFIC HOLDINGS INC
0.38%
VIASAT
0.38%
LIBERTY OILFIELD SERVICES
0.37%
DELEK US HOLDINGS
0.37%
AMKOR TECHNOLOGY
0.36%
TEREX
0.35%
COMFORT SYSTEMS USA
0.34%
COMMSCOPE HOLDING
0.32%
Frequently asked questions about USVM and FNDA

How have the USVM and FNDA ETFs performed in 2026?

As of April 30, 2026, USVM is up 13.61% year-to-date (YTD), while FNDA has returned 13.24%. That puts USVM better performer ahead so far this year.

Which ETF is attracting more investor money: USVM or FNDA?

Year-to-date, the USVM ETF saw +$217M in flows, compared to +$74M for FNDA.

Which ETF is more volatile: USVM or FNDA?

Over the past year, USVM had a volatility of 15.17%, while FNDA experienced 17.78%.

Which ETF is bigger: USVM or FNDA?

As of April 30, 2026, USVM holds $1.57 B in assets under management (AUM), while FNDA manages $10.22 B.

What sectors do the USVM and FNDA ETFs invest in?

USVM leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, FNDA focuses on Industrials, Financials and Information Technology.

What are the top holdings of the USVM ETF and FNDA ETF?

USVM top holdings include ONE GAS INC, SPIRE INC and AVISTA. FNDA holds in its top three: LUMENTUM HOLDINGS, COMPASS and ECHOSTAR.

Which ETF is more diversified: USVM or FNDA?

USVM holds 272 securities with 10.07% of its assets in the top 15. FNDA has 930 securities and a top 15 weight of 6.11%.

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