USVMvsIWNETF Comparison
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VictoryShares US Small Mid Cap Value Momentum ETF (USVM) belongs to the US Multi-Factor segment. iShares Russell 2000 Value ETF (IWN) is part of the US Small Cap Value segment. USVM's top 3 sector exposures are Finance, Healthcare and Technology. In contrast, IWN's top sector exposures are Finance, Healthcare and Energy. USVM is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.24% for IWN. USVM is up 14.6% year-to-date (YTD) with +$390M in YTD flows. IWN performs better with 15.74% YTD performance, and -$467M in YTD flows. Run a side-by-side ETF comparison of USVM and IWN 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 IWN 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 IWN | -3.58%-4.93% | -4.80%-5.08% | +14.60%+15.74% | +16.44%+17.58% | +69.80%+64.41% | +56.69%+37.64% |
| Flows | USVM IWN | +$39M-$30M | +$94M+$39M | +$390M-$467M | +$452M-$383M | +$1.22B-$1.89B | +$1.17B-$5.33B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | USVM IWN | +10.41%+11.02% | +13.80%+15.94% | +17.82%+20.35% | +19.31%+21.29% |
| Max drawdown | USVM IWN | -7.92%-8.31% | -8.37%-8.56% | -24.35%-26.60% | -25.40%-26.60% |
| Max drawdown duration | USVM IWN | 71d59d | 63d60d | 296d296d | 823d296d |
Trading data
USVM | IWN | |
Last sale 10/15/2026 at 5:25 PM | $103.64 | $209.86 |
| Previous close 10/14/2026 | $102.93 | $207.71 |
| 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 | IWN | |
|---|---|---|
| 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 | IWN | |
|---|---|---|
| Last price | $103.64 | $209.86 |
| 1D performance | +0.68% | +1.03% |
| AuM | $1.73 B | $13.52 B |
| E/R | 0.29% | 0.24% |
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Exposure
Countries
USVM
USA
94.32%
Other
5.68%
IWN
USA
94.09%
Other
5.91%
Sectors
USVM
Finance
33.71%
Healthcare
12.92%
Technology
8.52%
Industrials
7.96%
Energy
7.27%
Consumer Cyclical.
7.1%
Other
22.51%
IWN
Finance
39.49%
Healthcare
11.49%
Energy
7.71%
Industrials
7.43%
Other
33.88%
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Diversification
USVM
Total weight of top 15 holdings out of 15
10.09%
IWN
Total weight of top 15 holdings out of 15
7.54%
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%
IWN
UMB Financial Corp.
0.63%
CareTrust REIT, Inc.
0.57%
SM Energy Co.
0.56%
ViaSat, Inc.
0.55%
Cytokinetics, Inc.
0.54%
Jackson Financial, Inc.
0.53%
Old National Bancorp
0.52%
SSR Mining, Inc.
0.50%
Terex Corp.
0.47%
PBF Energy, Inc.
0.47%
Terreno Realty Corp.
0.46%
Matson, Inc.
0.45%
Macerich Co.
0.44%
Essential Properties Realty Trust, Inc.
0.43%
Southwest Gas Holdings, Inc.
0.42%
Frequently asked questions about USVM and IWN
How have the USVM and IWN ETFs performed in 2026?
As of October 14, 2026, USVM is up 14.6% year-to-date (YTD), while IWN has returned 15.74%. That puts IWN better performer ahead so far this year.
Which ETF is attracting more investor money: USVM or IWN?
Year-to-date, the USVM ETF saw +$390M in flows, compared to -$467M for IWN.
Which ETF is more volatile: USVM or IWN?
Over the past year, USVM had a volatility of 13.8%, while IWN experienced 15.94%.
Which ETF is bigger: USVM or IWN?
As of October 14, 2026, USVM holds $1.73 B in assets under management (AUM), while IWN manages $13.52 B.
What sectors do the USVM and IWN ETFs invest in?
USVM leans toward sectors like Finance, Healthcare and Technology. Meanwhile, IWN focuses on Finance, Healthcare and Energy.
What are the top holdings of the USVM ETF and IWN ETF?
USVM top holdings include Pinnacle West Capital Corp., ONE Gas, Inc. and Greif, Inc.. IWN holds in its top three: UMB Financial Corp., CareTrust REIT, Inc. and SM Energy Co..
Which ETF is more diversified: USVM or IWN?
USVM holds 287 securities with 10.09% of its assets in the top 15. IWN has 1381 securities and a top 15 weight of 7.54%.
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