VictoryShares US Small Mid Cap Value Momentum ETF
USVM
NASDAQ Global Market- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 15935 La Cantera Parkway San Antonio TX United States of America 78256
- IPO Date
- Oct 27, 2017
- CIK
- 0001547580
- Website
- vcm.com
- Similar Companies
- Business
- VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is an exchange-traded fund that seeks to provide investment results corresponding to the Nasdaq Victory US Small Mid Cap Value Momentum Index, targeting small- and mid-cap U.S. equity securities with higher exposure to value and momentum factors; the index selects the top 25% of eligible stocks from the Nasdaq US 1300 Small Mid Cap Index based on a proprietary value-momentum score derived from price-to-earnings, price-to-book, enterprise value-to-operating cash flow, and price momentum trends over six and twelve months, with final weights assigned inversely to realized volatility to promote lower risk and moderate turnover. The fund offers broad U.S. small- and mid-cap market exposure through a multi-factor strategy emphasizing risk-adjusted returns, with holdings across sectors including financials (15.6%), health care (16.5%), consumer discretionary (13.6%), industrials (13.1%), and utilities (6.5%), as well as real estate (8.8%) and information technology (8.0%); top holdings include Pinnacle West Capital Corp., OGE Energy Corp., and Black Hills Corporation, with an average market capitalization of $5.3 billion, average P/E ratio of 21.6, and net expense ratio of 0.30%. USVM operates in the small value ETF category, serving investors seeking factor-based strategies in U.S. equities, with assets under management of approximately $1.07 billion and primary listing on NASDAQ. Launched on October 24, 2017, as the VictoryShares USAA MSCI USA Small Cap Value Momentum ETF tracking the MSCI USA Small Cap Select Value Momentum Blend Index, the fund underwent a significant name change and index transition effective November 1, 2022, to its current Nasdaq Victory US Small Mid Cap Value Momentum Index; this rebranding aligned with Victory Capital's 2019 acquisition of USAA Asset Management Company, which prompted the shift from USAA branding. Issued by VictoryShares, a specialist ETF platform under Victory Capital headquartered in San Antonio, Texas—a global asset manager overseeing diverse investment franchises—the ETF benefits from recent parent company developments, including the April 1, 2025, closing of Victory Capital's strategic partnership with Amundi, combining Amundi US into Victory Capital, establishing Amundi as a 26.1% strategic shareholder, and activating reciprocal 15-year global distribution agreements to enhance U.S. and international product access. These changes bolster Victory Capital's scale to nearly $300 billion in assets, investment capabilities in fixed income, equity, and multi-asset strategies, and global distribution, indirectly supporting ETF offerings like USVM through expanded infrastructure and synergies exceeding $110 million.