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The fund endeavors to replicate the investment outcomes of the Nasdaq Victory US Small Mid Cap Value Momentum Index, excluding any deductions for operational fees and expenses. This benchmark index strategically targets equity securities issued by small and mid-cap companies. These selected firms are characterized by their pronounced value and momentum attributes. Furthermore, the index aims to balance moderate portfolio turnover with reduced price volatility when juxtaposed against more conventional capitalization-weighted indexes.
Is USVM's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Despite continued concentration in mega-cap technology stocks, US dividend-focused strategies have generally remained competitive and historically experienced more shallow drawdowns than broader equity markets. Last year, US companies paid a record US$704.8 billion in dividends - the 15th consecutive annual record. Concurrently, dividend growth accelerated across several international markets, highlighting the continued strength of shareholder-return trends.
The VictoryShares US Small Mid Cap Value Momentum ETF tracks U.S. small and mid-cap stocks emphasizing value and momentum factors.
VictoryShares US Small Mid Cap Value Momentum ETF (NASDAQ: USVM - Get Free Report) saw a large growth in short interest during the month of April. As of April 15th, there was short interest totaling 43,692 shares, a growth of 79.3% from the March 31st total of 24,368 shares. Based on an average trading volume of
Bought 618,272 shares of USVM; estimated trade size $56.00 million (quarterly average price) Quarter-end position value rose by $92.68 million, reflecting both purchases and price movement Transaction represented approximately 0.08% change in 13F AUM Post-trade holding: 8,775,986 shares worth $829.51 million USVM now accounts for approximately 1.13% of fund AUM, placing it outside the fund's top five holdings These 10 Stocks Could Mint the Next Wave of Millionaires ›
Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.