USVM
VictoryShares US Small Mid Cap Value Momentum ETF
📎 Investment Objective
The VictoryShares US Small Mid Cap Value Momentum ETF (USVM) seeks to provide investment results that track the performance of the Nasdaq Victory US Small-Mid Cap Value Momentum Index.
Overview
ETF tracking VictoryShares US Small Mid Cap Value Momentum ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The VictoryShares US Small Mid Cap Value Momentum ETF (USVM) seeks to provide investment results that track the performance of the Nasdaq Victory US Small-Mid Cap Value Momentum Index.
🎯 Investment Strategy
The ETF invests in a portfolio of small and mid-cap U.S. stocks that exhibit both value and momentum characteristics, as determined by the index methodology. The fund aims to provide exposure to companies that are undervalued but have positive recent price momentum.
✨ Key Features
- Focuses on small and mid-cap U.S. stocks with both value and momentum factors
- Seeks to track the Nasdaq Victory US Small-Mid Cap Value Momentum Index
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Exposure to small and mid-cap stocks, which may be more volatile than large-cap stocks
- Potential for value and momentum factors to underperform at times
- Limited diversification as a sector-focused fund
- Lack of long-term performance history to evaluate
👤 Best For
This ETF may be suitable for investors seeking exposure to small and mid-cap U.S. stocks with a value and momentum tilt, as part of a diversified portfolio. However, the limited performance history means it may be more appropriate for experienced investors willing to do additional research.