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 Industrials. USVM is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.24% for IWN. USVM is up 18.99% year-to-date (YTD) with +$341M in YTD flows. IWN performs better with 22.07% YTD performance, and -$504M 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 09/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | USVM IWN | -2.93%-1.99% | +3.88%+3.69% | +18.99%+22.07% | +23.14%+29.20% | +64.21%+59.21% | +61.37%+47.03% |
| Flows | USVM IWN | +$28M+$80M | +$103M-$128M | +$341M-$504M | +$429M-$546M | +$1.17B-$2.05B | +$1.12B-$4.84B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | USVM IWN | +11.76%+13.29% | +14.14%+16.59% | +17.99%+20.52% | +19.41%+21.38% |
| Max drawdown | USVM IWN | -4.34%-3.30% | -8.37%-8.56% | -24.35%-26.60% | -25.40%-26.60% |
| Max drawdown duration | USVM IWN | 28d16d | 63d60d | 296d296d | 823d296d |
Trading data
USVM | IWN | |
Last sale 9/2/2026 at 3:15 PM | $108.44 | $222.47 |
| Previous close 09/01/2026 | $107.32 | $219.94 |
| Consolidated volume 09/01/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 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 9/2/2026 at 3:15 PM
Live
Closed
USVM | IWN | |
|---|---|---|
| Last price | $108.44 | $222.47 |
| 1D performance | +1.04% | +1.15% |
| AuM | $1.76 B | $14.28 B |
| E/R | 0.29% | 0.24% |
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Exposure
Countries
USVM
USA
94.23%
Other
5.77%
IWN
USA
93.82%
Other
6.18%
Sectors
USVM
Finance
33.97%
Healthcare
12.87%
Technology
8.75%
Industrials
7.95%
Consumer Cyclical.
7.19%
Other
29.27%
IWN
Finance
40.12%
Healthcare
10.89%
Industrials
7.28%
Consumer Cyclical.
7.09%
Other
34.62%
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Diversification
USVM
Total weight of top 15 holdings out of 15
10.05%
IWN
Total weight of top 15 holdings out of 15
7.68%
Top 15 holdings
Data as of July 31, 2026
USVM
Pinnacle West Capital Corp.
0.77%
Greif, Inc.
0.73%
New Jersey Resources Corp.
0.73%
ONE Gas, Inc.
0.73%
Broadstone Net Lease, Inc.
0.71%
Southwest Gas Holdings, Inc.
0.70%
Avista Corp.
0.68%
Portland General Electric Co.
0.66%
Spire Inc.
0.65%
Ellington Financial, Inc.
0.65%
Genworth Financial, Inc.
0.62%
Essent Group Ltd.
0.62%
AGNC Investment Corp.
0.61%
AXIS Capital Holdings Ltd.
0.60%
Apple Hospitality REIT, Inc.
0.60%
IWN
UMB Financial Corp.
0.64%
ViaSat, Inc.
0.64%
Cytokinetics, Inc.
0.61%
CareTrust REIT, Inc.
0.61%
Old National Bancorp
0.53%
Terreno Realty Corp.
0.50%
Jackson Financial, Inc.
0.49%
JBT Marel Corp.
0.48%
SM Energy Co.
0.47%
Macerich Co.
0.47%
PBF Energy, Inc.
0.47%
Terex Corp.
0.46%
Essential Properties Realty Trust, Inc.
0.45%
United Bankshares, Inc. (West Virginia)
0.43%
Southwest Gas Holdings, Inc.
0.43%
Frequently asked questions about USVM and IWN
How have the USVM and IWN ETFs performed in 2026?
As of September 1, 2026, USVM is up 18.99% year-to-date (YTD), while IWN has returned 22.07%. 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 +$341M in flows, compared to -$504M for IWN.
Which ETF is more volatile: USVM or IWN?
Over the past year, USVM had a volatility of 14.14%, while IWN experienced 16.59%.
Which ETF is bigger: USVM or IWN?
As of September 1, 2026, USVM holds $1.76 B in assets under management (AUM), while IWN manages $14.28 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 Industrials.
What are the top holdings of the USVM ETF and IWN ETF?
USVM top holdings include Pinnacle West Capital Corp., Greif, Inc. and New Jersey Resources Corp.. IWN holds in its top three: UMB Financial Corp., ViaSat, Inc. and Cytokinetics, Inc..
Which ETF is more diversified: USVM or IWN?
USVM holds 287 securities with 10.05% of its assets in the top 15. IWN has 1382 securities and a top 15 weight of 7.68%.
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