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Upturn AI SWOT - About
VictoryShares US Small Mid Cap Value Momentum ETF (USVM)
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Upturn Advisory Summary
08/14/2025: USVM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.97% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 67.78 - 92.49 | Updated Date 06/29/2025 |
52 Weeks Range 67.78 - 92.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares US Small Mid Cap Value Momentum ETF
ETF Overview
Overview
The VictoryShares US Small Mid Cap Value Momentum ETF (USVM) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq Victory US Small Mid Cap Value and Momentum Index. It invests in small- and mid-cap U.S. equities, focusing on companies exhibiting both value and momentum characteristics.
Reputation and Reliability
Victory Capital Management is a well-established asset management firm with a history of offering diverse investment solutions.
Management Expertise
Victory Capital has a team of experienced investment professionals dedicated to managing various investment strategies, including ETFs.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq Victory US Small Mid Cap Value and Momentum Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Nasdaq Victory US Small Mid Cap Value and Momentum Index.
Composition The ETF primarily holds U.S. small- and mid-cap equities selected based on value and momentum factors.
Market Position
Market Share: USVM holds a relatively small market share within the broader small- and mid-cap value ETF category.
Total Net Assets (AUM): 352915300
Competitors
Key Competitors
- VTV (Vanguard Value ETF)
- IJS (iShares S&P Small-Cap 600 Value ETF)
- IVAL (Alpha Architect U.S. Quantitative Value ETF)
- SLYV (SPDR S&P 600 Small Cap Value ETF)
Competitive Landscape
The small- and mid-cap value ETF market is competitive, with several established players. USVM's advantage lies in its specific value and momentum factor approach, potentially outperforming pure value or broad market ETFs in certain market conditions. However, its smaller AUM and less established brand may be disadvantages compared to larger competitors like Vanguard and iShares.
Financial Performance
Historical Performance: Historical financial performance should be sourced from financial data providers to avoid inaccuracies. Providing accurate figures requires scraping data, which is beyond the scope of this task.
Benchmark Comparison: Benchmark comparison requires access to the ETF's benchmark index historical data and the ETF's historical performance data.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions influence the performance of small- and mid-cap value stocks and the momentum factor, all impacting USVM.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets and consistently deliver performance in line with its investment objective, which relies heavily on value and momentum factor performance.
Moat and Competitive Advantages
Competitive Edge
USVM's competitive edge lies in its dual focus on value and momentum within the small- and mid-cap space, potentially capturing undervalued companies experiencing upward price trends. This targeted approach may offer different risk-return characteristics than broader value ETFs. Its focused strategy can potentially outperform broader market value strategies. However, performance heavily relies on the success of the value and momentum factors used in its index.
Risk Analysis
Volatility
The ETF's historical volatility reflects the price fluctuations of its underlying small- and mid-cap value stocks, which can be more volatile than large-cap stocks.
Market Risk
USVM is subject to market risk associated with equity investments, particularly in the small- and mid-cap segments, including economic downturns and sector-specific challenges.
Investor Profile
Ideal Investor Profile
USVM is suitable for investors seeking exposure to small- and mid-cap U.S. equities with a value and momentum tilt, who are comfortable with moderate to high risk and seeking potential capital appreciation.
Market Risk
This ETF is suitable for long-term investors who understand the inherent risks and are looking for a specific factor-based investment strategy rather than passive index following.
Summary
The VictoryShares US Small Mid Cap Value Momentum ETF (USVM) offers targeted exposure to U.S. small- and mid-cap companies exhibiting value and momentum characteristics. It is designed for investors seeking potential capital appreciation through a factor-based investment approach. The ETF's performance relies on the effectiveness of its index's selection criteria and is subject to market risks, particularly within the small- and mid-cap segments. USVM's moderate liquidity and competitive expense ratio make it a viable option for investors comfortable with its specific investment strategy, despite the presence of larger and more established competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital
- ETF.com
- Morningstar
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data is estimated and may vary based on reporting sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VictoryShares US Small Mid Cap Value Momentum ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is designed to deliver exposure to equity securities of small- and mid-capitalization U.S. issuers within the Nasdaq US 1300 Small Mid Cap Index that have higher exposure to value and momentum factors while also maintaining moderate index turnover and lower realized volatility than traditional capitalization weighted indexes.
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